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-1- Assessment of Sheep Grazing for Noxious Weed Control on Missoula Conservation Lands –2008 Final Report by George Hirschenberger Summary of 2008Grazing Season The City of Missoula owns Conservation Lands north of Interstate 90 on both sides of Rattlesnake Cr. Approximately 620 sheep (270 ewes with 350 lambs) and three goats were pastured on these lands beginning on May 12, 2008. A mounted herder, a herd dog and at least two guard dogs were with the sheep full time until the sheep were removed from these lands on October 6th. Death loss, primarily from coyote predation between mid-June and mid-July, reduced the number of sheep by about 35 during the season. In August approximately 200 lambs were separated from the flock and taken home. Three additional herd dogs were added in early September to reduce predation. The sheep were always penned at night to reduce predation. The kinds and amounts of plants grazed by sheep varied with the weather, the phenologic stage of each species preferred as forage, and the overall composition of the plant communities available to the animals. Under spring conditions, which began the first day of grazing and lasted until mid-June, sheep used native forbs more than at any other time. Summer weather patterns set in about June 15 and sheep forage preference quickly shifted from a varied spring diet that included native forbs to a more specific diet which consisted mostly of introduced forbs -primarily leafy spurge (EUPESU), Dalmatian toadflax (LINDAL) and, to a lesser degree, spotted knapweed (CENMAC). The shift to fall conditions was more gradual. Late August and September rainfalls recharged soil moisture and that resulted in re-growth of native plants, mostly grasses. As the weather cooled and the supply of palatable, invasive forbs was exhausted, the sheep began to use more native grasses and, to a lesser extent, native forbs in their diet. Chronology Grazing began in the Waterworks/North Hills pasture on May 12th. Here the sheep grazed in relatively small, dispersed groups and showed preference for five non-native plants. In approximate order of preference they were tumble mustard (SISALT), Dalmatian toadflax (LINDAL), leafy spurge (EUPESU) and two annual grasses, cheatgrass (BROTEC) and Japanese brome (BROJAP). Consistent use on two native forbs -blanket flower (GAIARI) and stone seed (LITRUD) –was noted in the aftermath of spring use in this area. On May 27th the sheep were moved to the upper south- and west-facing slopes of Mt Jumbo. They were night penned near the hilltop and allowed to wander and graze in small, dispersed groups during the days until June 17. Prior to June 17, the sheep’s diet -2was similar to that noted for the Waterworks/North Hills but included many more native forbs. This was probably due, at least in part, to greater species diversity and greater abundance of native species. New species that were consistently grazed included sticky geranium (GERVIS) wild onion (ALICER), silky lupine (LUPSER) and yellow bell (FRIPED). While the sheep were not reliant on daily water prior to June 17 (the herder said some went up to six days without going to the water trough, relying on rainwater and snow instead) trails converging at the water source were obvious. Some of these trails are on steep gradients and could accelerate localized erosion. An abrupt shift to a “summer diet” and summer grazing patterns was noted on June 17th when a water source near the East Missoula interchange of I-90 was installed. The area of grazing use in the mornings immediately changed to the lower and mid-elevation southand east-facing slopes of Mt Jumbo. The sheep began to use leafy spurge and Dalmatian toadflax as the mainstay of their diet. As the sheep herd trailed from the night pen across the south-facing slopes to water, they would graze and re-graze leafy spurge (EUPESU) and Dalmatian toadflax (LINDAL) plants. After mid-July, when spotted knapweed (CENMAC) had begun flowering, the sheep selected this plant as well while trailing to water. While afternoon grazing was more dispersed on the east and south facing slopes, the sheep still used primarily these three invasive plants in their diet even though a good variety of native forbs and grasses were available to them as they grazed upslope and toward the night pen. The three native forbs that were consistently included in the sheep’s summer diet were blanket flower (GAIARI), stone seed (LITRUD), and silky lupine (LUPSER), but none of these three were used to the extent seen in the spring. The heaviest use observed on a native forb during the summer amounted to 22% of blanket flower stalks grazed along one transect line. Blanket flower was in full-flower when this transect data was collected. The sheep left Mt Jumbo on July 17th and returned to the Waterworks/North Hill for 6 days. Their diet here was made up primarily of the flowering stalks of leafy spurge, Dalmatian toadflax and spotted knapweed. This treatment resulted in re-grazing of some plants and a first grazing on others. Some occasional grazing use was observed on blanket flower seed stalks in the seed-ripe and dormant stages. While not abundant, stone seed flower stalks did show some summer grazing as well. On July 23rd, the sheep were moved north to the Sunlight area west of Rattlesnake Cr. Most of the area available for grazing was dominated by grasses, nearly all of which were seed ripe and dormant. The sheep actively sought out leafy spurge while in this pasture trailing nearly a mile to areas where leafy spurge was available while making minimal use of other plants along the way. Other plants consistently grazed by sheep in the Sunlight area included spotted knapweed (CENMAC), hounds tongue (CYNOGL), stone seed (LITRUD) all of which were flowering, and goats beard (TRADUB), tumble mustard (SISALT) and silky lupine (LUPSER). The herder’s opinion, borne out by observations that some plants were grazed 3 or more times, was that the sheep were running short of palatable forage before they left this area. -3On August 14, the sheep were moved to the west-facing slope of Mt Jumbo, about 4 miles north of I-90. A night pen was set up near the ridge-top saddle and the sheep grazed mostly on the west slope within about ½ mile of the night pen until mid-September. Here, the animals showed a definite preference for leafy spurge and Dalmatian toadflax and to a lesser degree, spotted knapweed. From mid-August until early September, most of the native forbs and grasses in this area were dormant and little use was noted on native species. By mid-September, some native species, especially cool season grasses, had appreciable, new fall growth. This combined with the dry and dormant condition of the remaining leafy spurge, Dalmatian toadflax and spotted knapweed plants resulted in a shift in diet toward native grasses after mid-September. Between mid-September and October 6, the sheep grazed mostly near the ridgeline and on the high elevation east facing slopes. Sheep Effects on Soil, Vegetation and Habitat Conditions Soil Most of the soils in the area that was grazed in 2008 are aridisols and molisols with a high percentage of course fragments and good permeability. These soils generally resist compaction and erosion well. No widespread problems with soil stability should result from 2008 grazing levels. Site-specific adverse effects of sheep grazing during the 2008 grazing treatments include the trampling of all vegetation in and immediately around the night pens that altogether make up less than five acres. Repeated use of some favorite loafing/siesta areas resulted in similar but less intensive disturbance. These disturbances could lead to the successful establishment of new, undesirable plants or at least an increase in already established annual ‘weeds’. The accumulation of sheep feces and heavy trampling of vegetation in areas of concentrated use may also bring objections from the recreating public. Sheep trails to water, in particular the source near East Missoula, were very well trodden and noticeable to most observers. The sheep owner, his herder and employees of Missoula Parks and Recreation did what was possible to route the animals around the steepest slopes but, in places, the topography of this area make access to and egress from water impractical except by steep trails. These trails provide bare ground that could result in localized, accelerated soil erosion and a seedbed for invasive species. Rills could form where the trails follow steep grades or are aligned with the fall line on steeper slopes especially if repeated use occurs in future years Recommendations: Better location of water near the “L” could reduce the concentration of trails on erodable molic soils. Reseeding the night pens and other areas of concentrated use just before the sheep move off with an infertile cover crop would reduce the potential for wind and water erosion and may help restore productivity in these and other heavily trampled areas. Expanded use of drift fencing to break up trailing patterns and, in some instances, more active herding could help direct sheep away from areas that could become localized problems. -4Vegetation Generally, because the sheep used primarily forbs in their diet, it can be assumed that grasses, sedges and other disregarded plants will benefit from the reduction in competition from the selected forbs. Unfortunately, this would be true for now widespread introduced species such as cheat grass and Japanese brome, as well as for the native species. While the sheep did browse some shrubs, especially in the fall, use levels were relatively light and not detrimental in most areas. Exceptions to this were loafing areas near the bed ground in the Sunlight and Mt Jumbo saddle areas where shrubs and trees were more heavily used. The effect of grazing on perennial forbs, both native and introduced, is harder to evaluate. The sheep sought out and heavily grazed tumble mustard until the plants were dry and dormant. Sheep strongly preferred leafy spurge in their summer diet. They would seek it out, graze and re-graze it and often eating all but the coarsest stems. Dalmatian toadflax was not quite so heavily preferred but was also a consistent component of the sheep’s diet; use was heaviest during the summer. Spotted knapweed was less preferred –stem leaves and flowers were usually taken only when the plant was flowering. While consistent heavy grazing can be expected to reduce plant vigor and no doubt reduces annual seed production, spurge and knapweed have proven resistant to repeated heavy grazing. The effect of heavy grazing on Dalmatian toadflax may be detrimental but is not well documented. Therefore, the effect of one year’s grazing on these plants is expected to reduce vigor and seed production but will likely have no long-term effect. If repeated annually, grazing should be more effective in reducing populations of spurge and possibly toadflax. The amount of grazing use observed on spotted knapweed in 2008 is not expected to have much effect on this species. Tumble mustard, an annual, should be reduced in density quickly since grazing removes the current years flowers. While consistent grazing was observed on three native forbs –blanket flower, stone seed and to a lesser extent silky lupine, it is not certain that grazing will be detrimental over a period of years when compared with no grazing. This because the tolerance these species have for grazing is not well documented and because there is solid evidence that nonnative plants will continue to out-compete these and other native plants if uncontrolled. While grazing during the growing season can be assumed to reduce the vigor and density of native forbs, this may be offset by the concurrent reduction in vigor and reproduction in aggressive non-natives. Long-term changes in the overall plant species composition due to sheep grazing cannot be inferred from this investigation. Currently, there are permanent monitoring plots in the North Hills that were installed to determine the amount of weedy species removed by sheep grazing. But data from these plots won’t provide any direct measurement of plant species composition over time since native forbs and grasses were lumped when the plot data was collected. -5Recommendation: A monitoring plan should be developed and implemented for these lands. Permanent trend plots are recommended as a reliable way to detect changes on these rangelands. Using Daubenmire techniques to estimate canopy coverage, frames placed along a permanent transect line would provide site-specific information on overall species composition, litter and bare ground. Other techniques, more sensitive to change in individual species, can be used to monitor changes in the frequency and density of targeted invasive species or species of special concern. Utilization transects, monitored during the active grazing period to gauge the level of grazing use on native forbs, could be used to set thresholds or trigger points: When predetermined use levels are reached, grazing animals would be relocated. Spring Grazing No direct observations were made of sheep grazing prior to June 13. Therefore, the following discussion and recommendations on how to reduce the probable adverse effects of spring grazing are based on an inspection of the grazing aftermath in areas used by sheep between early May and mid-June. Spring use in 2008 resulted in heavy use of tumble mustard (SISALT) but relatively light utilization on the most of the other targeted invasive plants. At the same time, the sheep made relatively frequent use of many native forbs, especially those in flower. This calls into question the effectiveness of spring grazing in protecting or restoring populations of native forbs. In the absence of reliable data, the following assumptions are made: The 2008 spring diet of the sheep represents a fairly typical spring diet of these and other sheep in other years and, that populations of native forbs that reproduce primarily from seed will be diminished by repeated, annual grazing during the active growth and flowering period. Recommendations: Using the above assumptions and provided that protecting and restoring native forbs is a goal on Missoula Conservation Lands, minimizing grazing where native forbs are well represented until mid-June should be considered. The best season of use is hard to pin down. The phenology of preferred forage plants, both native and introduced, and weather appeared to play an important role in the shift to a ‘summer’ diet in 2008. Another factor in forage preference is the animal’s need to gradually become accustomed to some forage species. For example, it may take three weeks or more of exposure to leafy spurge before large amounts can be properly digested. In response, the sheep will likely use relatively little of the plant until their systems are accustomed to the new forage. Considering all these factors, some flexibility in planned grazing dates is needed to make the best use of sheep for weed control. If the practicality of continued sheep grazing for weed control depends on providing forage prior to mid-June, other alternatives to repeated spring use should be considered. Making adjacent ‘invaded’ pastureland available for spring use would present useful options. Alternative pasture that is readily accessible could eliminate or reduce spring -6grazing every other year, or two years out of three, on sites where plant communities have been invaded but are still dominated or co-dominated by a community of native plants. While the land manager and sheep owner have had pre-grazing meetings to discuss the location and timing of grazing, there is still an opportunity for improvement. Moving the sheep rapidly into and out of specifically designated areas could further reduce adverse effects of spring grazing on native forbs. For example, when a predetermined utilization level on non-target native forbs is reached it could trigger relocating the animals to a new area. To be sure, shorter duration grazing of relatively small areas will present challenges. The animals cannot be forced to graze areas they find unsuitable. And the logistics of moving the animals through residential neighborhoods, steep and forested terrain, across Rattlesnake Creek, providing adequate water, a secure night pen and accommodations for the herder and his dogs –all these be addressed. Still, herded sheep offer the opportunity to finesse daily grazing management. To the extent that it is practical, predetermined utilization levels that suspend grazing in specific areas should be considered as a way to mitigate the possible adverse effects on native forbs. Summer Grazing The selective summer grazing of invaders seen in 2008, especially in areas that have a relatively high density of leafy spurge and Dalmatian toadflax, will very likely be a benefit to –or at least not harm -most native species. The possible exceptions to this are blanket flower and stone seed since the sheep continued to make consistent use of these two species in July and August when most other native forbs were only lightly used. On some sites with dense stands of leafy spurge and Dalmatian toadflax, the sheep grazed nearly every plant. However, these heavily invaded sites usually have a low abundance of native, desirable plants and a good supply of cheat grass and Japanese brome seed. If the perennial invaders are reduced, the two introduced two annual grasses can be expected to replace them. Recommendation: A long-term restoration strategy that relies on more than grazing, herbicide use and biological controls is needed to re-establish native or at least beneficial plant communities. Some small-scale restoration efforts on Missoula Conservation Lands that include re-introduction of desirable plant species should begin as soon as possible. Trial and error on a small scale is likely the best way to determine what steps will be most effective in replacing noxious and invasive plants with a community of beneficial species. Fall Grazing Under the moderate stocking rates of 2008, sheep grazing after the summer heat has past is expected to have neither a beneficial nor detrimental effect on most of the native, -7introduced and invasive plants on Mt Jumbo. If more leafy spurge and Dalmatian toadflax had been available to the sheep in September, they would likely have continued to graze these species. Possible poor animal performance after mid-September because of the lack of palatable forage is a concern of most importance to the sheep owner. Wildlife and Wildlife Habitat There is at least one potentially serious adverse effect of sheep grazing on these lands. There is a small population of bighorn sheep that periodically use the same area where the sheep were pastured. The transmission of disease and parasites, especially lungworm, has been voice as a strong concern by some wildlife managers but discounted by others. The concern that sheep grazing on Missoula’s Conservation Lands could spread disease to the big horn sheep should be balance by the fact that these same bighorn sheep have contact with other domestic sheep in other parts of their range. Adverse effects on wildlife habitat are not obvious. Elk, deer, bighorn sheep and possibly other wild ungulates all use Missoula’s Conservation Lands. Coyotes, fox, numerous rodents and a host of birds all use this area. A normal array of insects is assumed to be found here along with some insects that have been introduced specifically to feed on invasive plants. There may be some reduction in spring/summer/fall forage for local deer populations since the diets of sheep and especially whitetail deer overlap. Removal of elk winter forage is not expected to be an important effect since the forage preferred by sheep in the spring and summer is quite different from that preferred by elk during the late fall, winter and early spring. The effect on coyote and to a lesser degree fox and other predators is an immediate but seasonal increase in their food supply. The same can be said of birds, insects and other organisms that scavenge dead animals. Further Discussion, Observations and Suggestions Kind and Class of Livestock Sheep were effective in consuming the targeted plants, especially after mid-June. Goats might perform as well. While cattle and horses can be expected to eat little, if any, of the invasive plants targeted species, it has been demonstrated that, under very intensive management, they can reduce cheatgrass and Japanese brome. Distribution and Stocking Rate With the exception of areas where the sheep concentrated repeatedly –night pens and afternoon loafing/siesta areas –only small areas within each pasture could be described as heavily grazed. On the other hand, and using the Sunlight area as an example, tumble mustard and other invaders that supply good sheep forage went unused because it was not available to the sheep when it was palatable. -8Overall Effects of Grazing on the Native Plant Community Provided there is a good representation of desirable plants in the community being grazed, there is reason to believe that the grazing observed in the summer of 2008 will increase the vigor and productivity of the overall native plant community, in the short term. In Stillwater County, Montana, even relatively light spring and summer sheep grazing of leafy spurge has resulted in a marked increase in native grass productivity. Also, much of the 2008 grazing on leafy spurge and Dalmatian toadflax removed the flowers before seed was set or had ripened. Therefore, areas not currently infested by these invasive species may benefit from reduced seed production. One troubling reality in many places where use on the targeted invaders was the greatest there is little native vegetation present. With few desirable species able to respond to defoliation of the invaders, annual invasive grasses –cheat grass and Japanese brome –are likely to be the species that fill in behind the invasive forbs. These invaders can change fire frequency and intensity and can have other long-term adverse effects on native communities. Possible Modifications to Future Vegetation Treatments Grazing of spotted knapweed during 2008 resulted in moderate use levels at best. In the aftermath of grazing, most knapweed-infested areas still had 50% or more of the flowers in tact. This level of seed production is easily enough to replenish knapweed seed in the soil in perpetuity. While grazing may damage individual knapweed plants, a better strategy and better tactics are need for knapweed control. Hand pulling by pedestrians, especially when the soil is moist and knapweed roots will yield, is an ongoing effort and should continue. Breaking off stalks with flowers/seeds and removing them from the site can also help. Biological controls, while painfully slow, may be the most effective way to reduce knapweed populations in the long haul. Localized herbicide application should be continued or expanded, if possible, where spotted knapweed is at densities were pulling is not practical and native species represent less than 60% of the plant cover. Because of the sheep’s strong preference for leafy spurge, with Dalmatian toadflax not too far behind, discontinuing herbicide use to control of these plants and prioritizing herbicide use to control/contain primarily spotted knapweed and new invaders should be considered if grazing for weed control continues. Some small ‘islands’ of relatively intact, native vegetation surrounded by invaded communities were observed in the course of fieldwork. Since these sites appear to be more resistant to invasion than the surrounding plant communities, paying close attention to these islands may provide insight into to how to stabilize other native communities and how to better design restoration projects. These sites and others like them in western Montana could also provide opportunities for graduate level research or at least some ‘careful tinkering’.