Monday, March 02, 2009

Introduction to the urban forestry class



Introduction to FRWS5650 Urban Forestry


Luther and the Apple Tree
"If I knew that tomorrow was the end of the world, I would plant an apple tree today!"

attributed to Luther.
... http://www.luther.de/en/baeume.html

Trees must be touched to be understood

Dr. Alex Shigo 1930-2006




Office hours

Because this is an online course we assume that most of you who need to contact an instructor will do it via e-mail or phone, instructors will try to answer any phone or e-mail questions within one working day. If you need to visit with one of the instructors in person, then please arrange for an appointment via e-mail or phone or just try to catch them in their offices. (Better to make the appointment, hoping one of them is in is not a high percentage strategy)


Textbook

No textbook is required for this course. All of the readings will be included online. If you desire additional information on any of the subjects covered in the course then please consult the References/Recommend Links located at the bottom of each content page.

Requirements

This course is a highly interactive and your participation in weekly discussions, activities, and assignments, will facilitate cooperative learning. You are expected to keep up with the group and to study and discuss the assigned weekly topics. Please begin your coursework early in the week as that will provide for informed and interesting discussions (and you will get more out of the class).

It may be helpful to outline a typical week. By Tuesday, I expect you will have read the material for the section, reflected on it, compared what we tell you with your experiences in life, and post your initial thoughts on the subject. This posting will typically run for more than one paragraph but not pages and pages. Later in the week, you will read the postings of all the students and respond by Friday. The instructors will check in more often and respond as well. Please, feel free to include questions and your own experiences that relate to the topic.

Grading


I just love getting at least one message the last day of class every semester from at least one student to the effect "what do I need to do to get an A in this class, I can't fail here too". Every semester without fail. You gotta love it.:)

You will be graded on both the quality and the quantity of your contributions to the class.

One third of your grade is based on discussion participation. One third of your grade is based on homework and activities you do. The last third is based on quizzes from each unit. There is no (as of now) mid-term or final exam. You will succeed in this class if you stay current in the discussions and promptly turn in assignments. Don't wait until the last week to do the whole class, you won't succeed. Besides, you cannot, I have deadlines beyond which you cannot turn in work, participate in discussions or take quizzes. This is deliberate to help you succeed by staying current.

We all have computer crashes, internet problems, personal life crisis, work, family life, etc. If you stay current and some crisis distracts you, we can work with you. If you procrastinate and a crisis happens the last week, we cannot work around that.

At all times, however, keep in mind that we are here to learn, and learning is most effective if it is enjoyable. We are all here because of an interest in urban forestry; our challenge is to learn as much as we can about urban forestry, not just from this web site and the instructors, but from each other. We hope you will be comfortable using the discussion forum to exchange ideas and ask questions of the instructors and each other. If you feel you are a novice and don't have ideas or comments worth sharing, please reconsider. All comments and thoughts are welcome. If you want to talk about topics not directly related to the current topic, please use one of the private chat rooms or email others directly. We have had problems in the past with extensive off-topic chatting that can be distracting to the learning process. It is sort of like whispering in class while others are trying to pay attention.

Student Success

Students tend to have problems with online courses either because they procrastinate coursework or because they get frustrated by a lack of immediate response. To conquer procrastination remember that you are heavily graded in this course on regular constructive participation, you can not procrastinate your participation until the end of the week or the end of the semester and still succeed in this class.
On the other side of things, if you choose to work on the course at midnight every weeknight then you need to be aware that other instructors and students may not be working on the course at the same time as you and thus any responses to e-mails or postings should not be expected until the next day. The instructors will check e-mail and assignments on a daily basis, but are not always logged on - thus you may expect up to a day delay to any communications. Other students should be checking into the course at least several times per week and should be able to respond to e-mails within a day or two.

Communication information

The three main communication tools for this course are discussions, chat, and e-mail. All three can be accessed by clicking on the class connection link on the left navigation bar or on the homepage.

Please note the instruction to print this page now. Please, for your peace of mind, print this page now. Please.

It will save you when you have distressing computer problems.

For normal class communication and assignments please use the mail tool within Blackboard.

Print this now in case of communication problems later in the class.

USU Office
Fred Baker, Instructor (435) 797-2550 forpest@cc.usu.edu NR 224

Jim Hubbell, Other instructor
(435) 755-0493

jimhubbell6177@gmail.com

Mailing Address
for the above:


Department of Wildland Resources
Utah State University
5215 Old Main Hill
Logan UT 84322-5215

Did you print the table? No? I will wait patiently whilst you do. Okay, you are back, having printed the table of contact info. Because you have done this, I will accept excuses for late work...oh, you didn't print the table before your computer crashed, I don't hear from you until the middle of next semester, too bad.

Courses taught in a traditional classroom setting provide opportunities for students and teachers to see each other, communicate desires and problems, and to develop relationships. The online environment used for this course may pose both challenges and opportunities for establishing relationships and judging the intent of communications from others. When we converse in person, we use visual cues such as facial expressions and body language, in addition to verbal communications, to establish the meaning of the communication. Online communications are, for the most part, limited to written communication, which if developed with care can convey all of the information usually conveyed through visual cues. However, be aware that miscommunication can occur in online postings due to the lack of visual feedback, so be careful to convey your intent with your own postings. But be aware that other students may also experience a difficulty communicating what they intend to, so if you feel that someone else is being particularly harsh or just rubs you the wrong way then do not assume that they intended to offend you, rather attempt to clarify their comments to alleviate any misunderstandings. In other words, don't over react!


For Spring semester 2009, this course will begin on January4 and continue until April 28. The last week (April 29 to May 4) is for final exams that we don't have. You have until April 29 to get all assignments in. We do grades by the following Monday and after that, we are gone. But you don't have to worry as you have faithfully stayed current all semester and have nothing to catch up on. Right?...Right.

You can still access course materials and participate in the course during holidays and weekends, but be aware that others may be taking a break.

Each topic within the course will include an activity, discussion, self test, and a quiz. The activities, discussions, and quizzes for each topic are outlined within the specific course contents topic as well as in the class schedule.
Activities

Activities are labeled as such and are contained within a box.
Activity: Example

This is what an activity will appear like within a content module. Send an e-mail to Jim (see address above) to confirm you are able to access the class. Do this the first time you read this introduction section. This is in addition to the discussion posting described below.

E-mail homework to Jim using the assignment submission tool. When you send homework, please include in the subject line, the name of the assignment such as fertilizer homework and your name. If you need to use e-mail outside of WebCT (such as when you lose your login info) please include the name you use in the class, include urban forestry class in the subject line and some hint about your question, comment, etc.
Discussion

One or more discussion question may be posed for each content section. Discussions are indicated by a purple box. The introduction topic, for example, requires only participation in a discussion.

Discussion: Getting to know you

Participate in the Introduction discussion in order to become acquainted with the discussion tool, and to help everyone else to get to know you. When you post your message, please be sure to post it to the INTRODUCTIONS forum. Note: When you check your "my blackboard" page it will inform you that there are new discussion postings. You can click directly on that link to get to the discussion tool. Otherwise, you will find the discussions tool by clicking on the class connection link on the class home page.

The discussion forum will automatically identify your posting by your name, but let us know what you are doing in life, how you are involved in urban forestry, particular urban forestry topics of interest or expertise, and what you expect to learn in this class.

Also, ask a question or make a comment about someone else's post or contribute any meaningful ideas (in the introduction discussion you can also ask any questions that you have about the course, though such questions would not be appropriate in later topic focused discussions).

A word of caution. EVERYONE sees what is posted to the discussion forums; if you want to say something privately, use the MAIL tool! If you select the "reply privately" option, the system will automatically put you into the mail system for your reply.

Threaded Discussions

As you participate in discussions, be on the lookout for threaded messages. Small blue arrows to the left of discussion postings indicate that there are replies to the first message. The series of replies is called a thread (generally the messages within a thread follow a common subject and thus are linked or threaded together). If the arrow next to a message is pointing sideways then the replies are not visible, if you click on the arrow, it will point down and the replies will all be visible. If you want to post a message on the same subject as an existing post then simply reply to the existing message and your post will show up as a threaded message.

Discussion postings are more effective learning tools if they include indications of social, cognitive and teaching presence.

Social presence is demonstrated by introducing personal comments into the discussion. Personal experience relevant to the topic, pictures that illustrate a point or mentioning events in your personal life as appropriate let the rest of the class know a real person is at the other end of the computer screen.

Cognitive presence is demonstrated by introducing facts, ideas and/or theories into the discussion. This is more valuable (and results in a higher grade) when the facts and ideas come from sources outside the class readings. Don't forget to cite your sources.

Teaching presence is demonstrated by such actions as: steering the discussion in useful directions, making sure students understand the topic with additional questions, detecting and dispelling misconceptions, bringing in additional information as needed and helping resolve those vexing technical problems that always creep in.

Only discussion postings that contain some indication of these types of presence will receive points towards your grade. 3 points for social presence, 4 points each for cognitive and teaching presence. Max possible is ten points.

We believe the best learning takes place when students discuss the topics presented with each other and the instructors. Thus the effort to make the discussion forum more meaningful and important to you.

The other side of this method of evaluating learning is a reduced number of tests. No midterms, no final. Just happy students learning from day one.

The little blue arrows indicate postings that reply to the first one. The replys are called threads. You will note a little blue arrow next to the first posting in a forum. If it is pointing sideways, the replys are not visible, if you click on the blue arrow, it turns down and the replys are visible.


The USU computer help desk is a great free resource available for students, faculty and staff. You can ask them all of your computer and WebCT questions; reach them at (435) 797-4358, via an online question form: http://helpdesk.usu.edu/info/questionform.asp (please allow 1 business day for a response), or via e-mail: helpdesk@usu.edu (please allow 1 business day for a response). The help desk is open Monday - Thursday 7:00 am - 8:00 pm Friday 7:00 am - 6:00 PM

If you have made it to here and your questions are still unanswered then try the WebCT student help site. If that still doesn't help then try contacting your instructor or class TA. Or send a paper letter to the department address above. Or use the e-mails addresses above. One of us will respond soon. (Jim soonest, others vary)

Monday, February 02, 2009

Sierra trip map



This map shows the locations of the trip report mentioned in the previous post.

Sierra trip report

Woody Plants of the Sierra Nevada
A four day tour of trees

Jim Hubbell


November 20, 2003

Introduction
The Sierra Nevada mountain range sits on the east side of California, stretching about 400 miles from Mt. Lassen in the north to the Tehachapi Mountains in the south. In April of 1776 Padre Pedro Font on the second de Anza expedition gave that name to the mountains that could be seen in the distance to the east). The range is about 50 miles wide, rising gently from west to east and then falling off dramatically on the eastern side. It is higher in the southern end with Mount Whitney? rising 14,494 feet above sea level (Wikpedia.?) The northern end is about 7000 feet high. (Muir 1894?)

The range is primarily granite, formed from magma that cooled far below the earth’s surface, which was then raised by the collision of tectonic plates and earthquakes. The rock began forming 200 million years ago and the uplift began 25 million years ago. The mountain range is still rising approximately 13 feet every thousand years. The eastern side is mostly volcanic basalt. As you might imagine, the actual geology if far more complex than one or two paragraphs can describe. The rivers which divide the range into blocks flow either into the Pacific Ocean to the west or into the Great Basin to the east. The cutting of the river valleys began about 5 million years ago (NPS?).

The climate is warm dry summers followed by warm wet winters. Annual precipitation is greater on the west slope averaging 75” per year at 5500 feet elevation and 20” on the east slope. There is also a latitudinal gradient, 90 inches in the north to 55 inches in the southern end of the western slope (Sharik 2003).

These temperature and moisture gradients make for the great diversity of vegetation seen as well as the patterns of vegetation.

The mountain range can be divided into several biological zones based on elevation and aspect. In the west, we have the foothills below 3000 feet, the lower montane between 3000 and 6000 feet, the upper montane between 6000 and 9000 feet, the subalpine between 9000 and 10000 feet and alpine over that. On the eastern side, we start at the Great Basin floor with the Pinion-sagebrush region below 7000 feet, the lower montane between 7000 and 8000 feet, the upper montane between 8000 and 9000 feet, the subalpine between 9000 and 11000 feet and alpine above that (Arno 1973, Sharik 2003, Sherpa Guides?).

Saturday 9/27/2003
Lunch Stop outside Winnemucca
No gps data available. It is just east of Winnemucca on Interstate 80
The only trees here are those planted by the Nevada Department of Transportation at the rest site. The region is sagebrush steppe, very dry and warm. Precipitation at nearby Winnemucca, NV averages 8.2 inches, spread fairly evenly through the year. (Weather.com?) Temperatures range from an average low of 16.7 degrees F in January to an average high of 93 degrees F in July. The trees we saw were not doubt irrigated along with the Kentucky bluegrass turf.

Species of interest here include:Ulmus pumila, Fraxinus pennsylvanica , Gleditsia triacanthos and Pobinia pseudoacacia.
The discussion of these trees revolved around why they do well in harsh sites. It is because they are adapted to sites with low soil oxygen and high soil compaction. None of these trees are native to this region but they have done well (Dr. Sharik, 2003 notes).

Sunday, 9/28/2003
Grover Hot Springs State Park
Gps utm 11S 0253400 4 miles west of Markleeville, CA
4286856
Elev 6082 ft. All elevations are approximate. The two gps instruments on the trip never gave the same elevation but were always 100 feet of each other.

This site is on the East slope of the Sierra Nevada Mountains in a Jeffrey pine forest.
Species of interest here include:
Abies concolor
Calocedrus decurrens
Juniperus occidentalis
Pinus jeffreyi
Pinus ponderosa


The particular combination of precipitation (amount and time of year) and temperature give Pinus jeffreyi a competitive advantage over other trees that might be able to grow here. Other factors that influence the relative ability of trees to compete with each other include soils, the fire regime of the area and the presence of pests and diseases. Temperature and moisture are integrated into evapotranspiration (Dr. Sharik, 2003).

More trees can deal with average or moderate conditions; extreme conditions cause stress, and fewer trees can live at extreme conditions. Size is one attribute trees give up to cope with stress.
Pines are divided into two subgroups of the genus, the hard and the soft pines.
Hard pines have needles in bunches of 2 or 3 and retain the fascicle sheath. Soft pines have needles in bundles of 5 and loose the fascicle sheath.

Soft pines don’t have an outward-turned spine or prickle on the tip of the cone scale where hard pines do. Thus P. jeffreyi cones do not cause pain when rolled in the hand whereas P. ponderosa cones do. P. jeffreyi is limited to the east slope of the Sierras whereas P. ponderosa if found on the west slope of the Sierra and worldwide. P. jeffreyi contains heptane, P. ponderosa has turpine, a fact which makes a difference when loading the wood stove (Sharik 2003 and personal notes).
These two pines are grossly similar but a detailed inspection will show plenty of differences.
Young Trees
Ponderosa pine
Jeffrey pine
Foliage
Relatively fine, yellow-green, glossy; Striae or lines are fine, scarcely distinguishable
Needles thicker, longer, coarser, blue-green; powdery white because of the prominent striae or lines of stomata, which are well defined and readily counted.
Leader
Flaky bark high on slender leader, length of roughened new growth short; dull gray; resin-filled pustules none.
Flaky bark not extending so high on the somewhat stouter leader, leaving conspicuous long, smooth, silvery gray area; resin-filled pustules numerous.
Buds
Orange or brick red, conic-ovate, scales closely appressed, surface with resinous exudations, generally in form of numerous tiny droplets
Darker with purple or chocolate brown tone,; somewhat stouter, more elongate, less acute; scales without resinous exudations, tips less closely appressed.
Twigs
Surface of season’s growth green, previous year’s growth brownish or greenish but retaining the bloom in perceptible density.
Surface of season’s growth green, previous year’s growth brownish or greenish but retaining the bloom in perceptible density.
Bark
Soft, somewhat resinous’ ridges wide, not much inter-connected’’ furrows shallow, flaky with bark scales; varying from blackish to yellow-brown, tawny or dull orange’ inner surfaces of bark scales powdery dull to brilliant sulphur-yellow
Hard, non-resinous’ ridges narrow, irregularly connected giving a braided appearance;’ furrows deep, distinct, not flaky, laminations of bark very distinct on edges; generally dark gray with slight purplish or reddish-brown cast; inner surfaces of bark scales creamy pinkish or chocolate-brown.
Older Trees


Foliage
Often perceptibly yellowish; relatively sparse, in ball-like tufts at ends of branchlets, needles persisting 3 years
Somewhat blue-green, darker; more dense, needles slightly longer and coarser, persisting 5-8 years
Bark
Generally tawny, yellow-brown or dull orange; inner surface of scales, especially near ground level powdery dull to brilliant sulphur-yellow, frequently a distinctive and reliable character; interior of scale brown or tan; scales somewhat soft, a small piece usually dislodged when lightly struck with fingernail/ small dark resin pits present throughout.
Externally, color similar to Ponderosa pine, or dark reddish brown, or wine color; plates similar to Ponderosa or in more typical specimens somewhat narrower with deeper separating grooves; inner surface of scale light creamy pinkish- or chocolate-brown; interior of scale deep reddish; scales more glossy, harder, merely dented when struck with fingernail;’ resin pits lacking.
Odor
Slight, resinous
Rather strong, pleasant, sweet, described as resembling that of pine-apple, mellow apple, vanilla, or violet.
Branches
Stout, often grotesquely gnarled and bent in very old trees; comparatively short, straight and stout in younger mature specimens, sometimes slightly upturned at ends.
Less stout and angled, often slender, elongate, more distinctly upturned at ends in typical specimens; retained on bole somewhat longer, resulting in a longer, more symmetrical crown.
Cones
Somewhat ovate; about 3-6 inches long, spreading scales appearing slender and widely spaced; prickles short and pointing outward from the umbo, often hooklike which is very evident to the touch.
Elliptical or long-oval, resembling a bee-hive; about 6 to 10 inches long, scales relatively more numerous, stout, closely compacted, projecting almost horizontally from the cone axis, thus appearing heavier and denser; prickles long, mostly deflexed, the points straight or even slightly turned in, seldom protruding outward except sometime on the upper 4 to 5 whorls of scales, scarcely perceptible to the touch.
Figure ? adapted from Bradshaw 1941?, Sharik 2003, and personal observations
Abies concolor or white fir has a round leaf scar and does not leave a peg on the twig when the leaf abscises. The tree derives its name from the fact that under some conditions, mostly the dry Intermountain west, the needles are the same color (whitish) top and bottom. This condition is highly variable under different growing conditions. The needle tip is notched slightly but you need a hand lens to see this. It has thin bark, which leads to fire intolerance. It is drought and shade tolerant. These two attributes allow the species to succeed in the understory of forests but prevent it from being a pioneer species. It does well in the absence of disturbance. It has blisters of sweet-smelling balsam under pressure in the bark. When beetles bite into the blisters, they are “pitched out” and cannot further attack the tree (Sharik 2003).

Firs in general and white fir in particular are secondary successional trees. This means they sprout and grow in the shade and understory of pioneer species such as Lodgepole pine or Jeffrey pine. When the fire regime is changed through manmade suppression, and logging or road clearing creates openings, the firs take off. The visitor to this site will note where openings have occurred because of road construction, and sunlight is reaching the forest floor, white fir is becoming much more abundant. It has a geographic distribution coinciding with P. ponderosa (Lanner 2002).

Calocedrus decurrens or incense cedar has four leaves at a node. The twig produces the foliage in flat sprays. The bark is sort of reddish and shreddy. It is fire adapted in the understory. The wood is good for little but pencils. It probably occurs more now than in pre-settlement times due to “high-grading” timber harvest practices in the 1800s. Timber harvest sales now include a requirement that the logger remove the cedar along with the more valuable timber trees even though there is not much market for the wood (Hubbell 1982). The seeds sprout in thick litter. The cones are two-scaled and resemble a duck’s bill. (Sharik 2003)

Juniperus occidentalis or western redcedar is a juniper. It has three green needles per node (look carefully with a hand lens) and has a small gland at the apex of each leaf. It is dioecious, meaning both male and female cones are found on separate trees. It is the largest of the junipers and has red shreddy bark. (Sharik 2003, Arno 1973) It will be a small shrubby tree under difficult conditions but with ample water and good soil, it can attain 60 feet in height and 6 feet diameter. Adams reports some trees attain 20 to 30 meters height (Adams 1993?). The wood is good for fence posts, firewood, pencils and turnning. (Eliot 1948?). The branches are spreading to ascending; branchlets erect, 3-4-sided in cross section, ca. 2/3 or less as wide as length of scalelike leaves. The seed cones are fleshy blue to blue-black and berrylike. They mature in 2 years, are of 2 distinct sizes, with 2(-3) seeds (Petrides 1998? ).

East Fork of the Carson River at Hangman’s Bridge on State Highway 89
Gps utm 11S 025971
4286009
elev 5489 feet.

Here we encounter more east slope Jeffrey pine forest with PJ woodland, Sagebrush Steppe and Floodplain Woodland. This particular site is primarily Pinyon/Juniper woodland although the mountains surrounding the area are Jeffrey pine forest. There is some sagebrush steppe nearby.
Species of interest here include:
Artemisia tridentate*
Alnus incana
Pinus jeffreyi
P. monophylla

Populus trichocarpa
Purshia tridentate*
Salix exigua
S. lasiandra
*shrubs
Big basin sagebrush, rabbit brush, and bitter brush will not be discussed here.
Alnus incana or speckled alder (Kuhns 1998?) grows in moist canyon sites as we saw. It has doubly serrate leaves with parallel secondary veins, mostly stalked buds, triangular pith (if you are lucky as we were) which is unique to alder. The bark is thin, smooth and reddish. The twigs are slender with orange lenticels; buds are stalked and bright red (Kuhns 1998).
Pinus monophylla or single leaf pinyon pine is unique in the pine family in that its needles are born singly thus the Latin name. It has wingless seeds dispersed by birds and readily eaten by squirrels, dogs, horses and men (Muir 1894?).
The round needles are sharp pointed making the tree difficult to climb. Indians harvested the nuts by beating the trees with long poles, knocking the cones loose and then gathering them from the ground (Muir ibid). The trees produce a crop in a boom or bust cycle in an attempt to defeat predators. The nut is the preferred commercial pine nut to this day and is still harvested from wild trees (Sharik 2003).

Populus trichocarpa or black cottonwood has a large, sticky, glutinous, pointed bud. The leaves are darker above than below (Kuhns 1998). They are arranged alternately on new growth, but whorled on short spurs on older twigs. It becomes a massive tree and is dispersed by wind and flood. It grows primarily in the Pacific Northwest (Sharik 2003), found only rarely in extreme northern Utah (Kuhns 1998).
Salix exigua is also called narrowleaf or sandbar willow (PLANTS?), willow brush or coyote willow (Sharik 2003). It is a common native suckering shrub 3 to 20 feet high found throughout the eastern portions of the Sierra Nevada mountains, southern California and some of the coastal areas of CA. It quickly forms thickets on sand or gravel deposits along streams, roadside ditches, sloughs, and other places frequent to flooding. Branchlets are reddish brown, smooth or nearly so. Leaves are 1 ½ to 3 inches long, narrowly lance-shaped, and pointed at both ends, with margins that have shallow, widely spaced teeth; the leaf sides are green and smooth on both surfaces or sometimes silvery-silky (Eliot 1948). Leafstalks are very short and stipules, if present, are very small. This shrub is dioecious, meaning that separate plants produce male and female flowers.
S .exigua has many uses by man and beast. It has medicinal properties; the inner bark may be eaten, as may the young leaves in times of great hunger. The wood has been used for buildings by Pueblo Indians, the young twigs are used for baskets. (PLANTS?)
S. lasiandra or yellow willow ( eight more common names in the PLANTS description) becomes a taller, more open tree than S. exigua with foliage that is less dense. Like all willows, these two species have a single bud scale. The seeds remain viable for only a short time and must land on a suitably moist site within a few days of maturing. This species also has medicinal properties of pain relief and blood clotting (PLANTS? ).
Ebbetts Pass State Highway 4
Gps data utm 11S 0254950
4269998
elev 8730 feet
Subalpine forest at the crest of the Sierra Nevada mountain range.
Species of interest here include:
Abies magnifica
Arctostaphylos cf. patula or evadensis
Artemisia tridentata*
Holodiscus microphylla*
Juniperus occidentalis
Pinus contorta
P. flexilis

P. monticola
Prunus emarginata
Ribes cf. montigenum*
R. cf. viscosissimum*
Tsuga mertensiana
*shrubs
Abies magnifica or red fir is a truly magnificent tree although we saw better specimens and stands further west on Highway 4. The first year twigs have hairs. The needles twist around to the upper side of the twig. This tree also has balsam pitch pockets like the young white fir. It has the largest cones of the firs.
The bark is thin and gray when young, thickening and becoming furrowed and dark with age. Ridges develop wider than the furrows as the tree ages. The plates of the bark are reddish. Branches are ascending in the upper crown, descending in the lower crown. Buds have a rounded apex with a resin drop near the tip (Hunt 1993?).

"Happy the man with the freedom and the love to climb one of these superb trees in full flower and fruit. How admirable the forest-work of Nature is then seen to be, as one makes his way up through the midst of the broad, fronded branches, all arranged in exquisite order around the trunk, like the whorled leaves of lilies, and each branch and branchlet about as strictly pinnate as the most symmetrical fern-frond. The staminate cones are seen growing straight downward from the under side of the young branches in lavish profusion, making fine purple clusters amid the grayish-green foliage. On the topmost branches the fertile cones are set firmly on end like small casks. They are about six inches long, three wide, covered with a fine gray down, and streaked with crystal balsam that seems to have been poured upon each cone from above"(Muir 1894?.)

Pinus monticola also known as western white pine.
This tree grows 90 to 100 feet tall with a diameter of 2 ½ to 3 ½ (exceptionally 4 feet) diameter. The bark is quite distinctive in that it is broken into small square blocks. In the open, the bark is cinnamon color; in dense stands it is grayish-purple. It grows best on deep, porous soils (who doesn’t?) and is most common in poor sandy situations. It is rarely found in pure stands, usually associated with Douglas fir, lodgepole pine red fir and Shasta fir (Sudworth 1908).
The bark of young trees is thin and gray as are the branches and upper stem of older trees. The needles come five to a bundle, 2-4 inches long and fairly blunt. The cones are 6-10 inches long. The wood is light and soft with great commercial value (Kral 1993?, Little 1980?).

Tsuga mertensia or mountain hemlock
These are smaller trees running 25 to 60 feet high with a very slender crown; to my eye, the trees we saw were even narrower than subalpine fir. The leader typically droops, as do the upper branches, making the tree easy to identify from a distance. The needles have the usual small stem of hemlocks but are rounded, unlike the western hemlock. Cones are small, about 2 inches long and pendulous the stems are frequently bent from the weight of heavy snowpacks. The wood is seldom used for more than an alpine campfire (Sudworth 1908).
This species is usually found at the high end of the forest throughout its range. It cannot tolerate frozen soil and so is found in areas of deep snowpacks (Arno et al 1973?).
Big Meadows on Highway 4 about 4 miles west of Tamarack
GPS utm 10S 0752194
4355954
Elevation 6504 feet West slope, lower subalpine forest
Species of interest here include:
Abies magnifica
Abies concolor
Alnus incana
Pinus jeffreyi
Populus tremuloides
Ribes cf. montigenum*
*shrubs
Populus tremuloides or quaking aspen is found over much of the west. Its flattened petioles give it its common and scientific names for its leaves that tremble or quake in the slightest breeze. Quakies belong to the same genus as the cottonwoods we saw earlier in the trip but have smaller buds than do the cottonwoods. The trembling leaves make it easy to identify. The bark has chloroplasts so it can conduct photosynthesis. Aspen propagate primarily by root suckering. It does produce seed in considerable quantities but environmental conditions have to be exactly right for the seeds to germinate and grow. I am told that after the fires of Yellowstone, 1988, many aspen seeds did germinate but the overabundant elk soon browsed off the entire crop (Kay 1999).
Cottage Springs on Highway 4
.GPS utm 10S 0743510
4247709
Elevation approx 6200 feet Upper Mixed-Conifer Forest. Our site is just west of the small town of Cottage Springs.
Species of interest here include:
Abies concolor
Arctostaphylos patula*
Calocedrus decurrens
Ceanothus cordulatus*
Ceanothus cordulatus*
Chamaebatia foliolosa*


Pinus jeffreyi

Pinus lambertiana
Pinus ponderosa

Prunus emarginata

Qurcus chrysolepis
Quercus kelloggii
*shrubs
Pinus lambertiana, is also known as sugar pine,
Sugar pine is the largest of the pines with the largest cones. It easily grows to 160-180 feet in height and 4-7 feet in diameter. The trunk has little taper until you come to the crown. The bark is cinnamon- to gray-brown, deeply furrowed, with long, scaly plates. The branches are long, nearly horizontal, bearing large cones near the ends (Sudworth 1908, Little 1980?, Kral 1993?). Be careful when camping in the area, squirrels like to cut the cones at dawn and the cones will hurt! (Bower 2003). The large cones are easy to see, making the tree easy to identify.

Pinus ponderosa
I believe this is the large tree I cut down for firewood in Placerville. It is a large, orange-barked pine in the sunny canyons and lower mountain slopes of the West in general and the western Sierras in particular. It grows at 2000 feet elevation in the Mother Lode country (Placerville included) and ranges up to 4500 feet in the vicinity of Sequoia National Forest and reaches a limit at 7000 feet in the very southern Sierra (Arno 1973). Distribution seems limited by the timing of summer rain as well as winter cold severity. The western Sierra Nevada is the wettest region where it grows at 69 inches of precipitation year. Precipitation in other areas where the species is found ranges from 6 inches in northern Arizona to 14-30 inches in eastern Washington. It is shade intolerant and well adapted to frequent light fires that eliminate competition from shade tolerant firs. (Burns and Honkala 1990?)

Prunus emarginata
Bitter cherry often develops in large thickest 10-15 feet tall bordering rock piles, meadow, or other openings in the Jeffrey pine and red fir forests. It is found between 4500 and 9000 feet elevation on both slopes of the southern Sierra. The thickets are covered with flowers in July and are characterized by the steady buzzing of bees and other insects. The fruits are so bitter that squirrels, bears and many birds eat them only sparingly. It can be further distinguished by its grayish bark that gives off a distinct cherry odor when bruised, by new twigs that are reddish and by alternate, oval leaves with one or two glands at the base of the blade and distinctive minute, rounded, marginal teeth. Sudworth says the best value for this species is the dense thickets that form effective barriers to rapid water run-off in the spring (Arno 1973, Sudworth 1908, Sharik 2003)

Quercus chrysolepis is commonly known as canyon live oak.
All oaks have multiple terminal buds (Kuhns 1998 and Sharik 2003). The white oak group has rounded lobes or teeth without bristle-tips, sweeter acorns maturing in one season, a glabrous inner shell surface and large wood vessels that are round and often blocked with bubble-like structures. The red oak group has leaves with entire margins, bristleled teeth, or sharp lobes; bitter acorns with woolly inner shells that mature in two seasons and large wood vessels that are mostly open and angled (Kuhns 1998).
Canyon live oak is an evergreen shrub or small tree. In the Sierra Nevada of California, canyon live oak is found in several forest types. In the low-elevation foothill woodland forest, it is occasionally found on steep, north-facing slopes associated with interior live oak, blue oak, and Digger pine. In the mixed oak woodland, canyon live oak is a codominant with interior live oak, along with a prominent understory of manzanita, toyon, and western poison-oak (Rhus diversiloba). In the more mesic mixed oak forest, canyon live oak is a codominant with interior live oak, California black oak, bigleaf maple, and California-laurel (Myatt 1975?). The acorns are ellipsoidal, light chestnut brown, 2.5 to 5.1 cm (I to 2 in) long and 13 to 19 mm. (0.5 to 0.75 in) wide. They are enclosed only at the base with a thick, shallow cup covered with golden tomentum. Cleaned seeds vary from 110 to 310/kg (50 to 150/lb) ( Burns and Honkala 1990?).
Quercus kelloggii
California black oak is most abundant and attains its largest size in the Sierra Nevada. Extensive stands of excellent development also are found in eastern Mendocino and Humboldt Counties of the north Coast Range. Elevation and aspect often interact to govern abundance and development. At elevations below 1,000 ft in north-central California, black oak is found primarily in sheltered draws or on north slopes. With increasing elevation, favorable aspects increase until at 2,500 to 3,000 ft, all aspects support California black oak, providing soil is deep enough. Above 3,500 ft, north- and east-facing slopes often are devoid of black oak, although other vegetation grows well. In the southernmost mountains, black oak is found on west-facing slopes, but only where soils are deep, temperatures are cool, and soil moisture is adequate (Burns and Honkala. 1990?).
Like all oaks in the red oak sub-genus, California black oak has spines on its leaves, the acorns are bitter from the tannin in them; they mature in two years and require a cold moist treatment to germinate. (Sharik 2003 class notes)
Calaveras Big Trees State Park on Highway 4
GPS utm 10 S 0734962
4240357
Elevation 5035 feet at campground, 4800 feet at North grove.
Species of interest here include:
Ceanothus integerrimus*
Cornus nuttallii
Corylus cornuta
Libocedrus decurrens
Pinus lambertiana

Pinus ponderosa
Ribes cf. navadense*
Rubus parviflorus*
Sequoiandendron giganteum
Taxus brevifolia
Abies concolor

*shrubs
Cornus nuttallii is also known as pacific dogwood. It is a small understory tree that invades areas where fire is artificially suppressed. It ranges from the Pacific coast inland about 200 miles from above Vancouver Island BC south to San Diego county with a disjunct population in north-central Idaho. It has opposite leaves with a wavy margin, tapered at both ends. Twigs are green, turning red, almost black at maturity. Flowers are small, green and born in clusters at the end of the branch, surrounded by 4-6 floral bracts. It can attain a height of 60 feet but more commonly on 20-30 feet with a dbh of 6-12 inches. A cool fire will kill the top of the tree but it will sprout vigorously from dormant buds on the root crown.(PLANTS?)

Corylus cornuta is the California hazel or sometimes the CA beaked hazel. It is found widely spread throughout the Pacific Northwest, mostly west of the Sierra Crest. It is an erect deciduous native perennial shrub or small tree, multistemmed, averaging 4-12 feet high. The bark is smooth, new twigs are pubescent, brown, slender and zigzagged. The leaves are hairy top and bottom. The fruit is a smooth, round nut with a hard shell, inclosed in a leafy sac which protrudes beyond the nut like a beak and is covered with stiff hairs, born singly or in group of two or three on the ends of the twigs.(PLANTS?)

Sequoiadendron gigantean is the giant sequoia. One must quietly walk through the available groves to properly appreciate this magnificent tree. The trees appear first as a hint of reddish orange in the distance, screened by other trees in the grove. Then as you approach, you begin to realize just how huge these trees are. Do not stand under it too long however or you will receive some of the bountiful honeydew excreted by the thousands of aphids inhabiting the tree! There is only one species in this genus.
The bark is very distinctive, being deeply furrowed, 12-18 inches or more thick, and cinnamon-red, and very soft and fibrous. The trunk is widely buttressed and tapers gradually to the top where you find the relatively scanty crown.. Early lumbermen had difficulty falling the trees in one piece because the wood is so brittle. The wood is very light and brittle, and contains a high percentage of tannin. Trees can lie on the forest floor for centuries with only the sapwood rotting away (Sudworth 1908, Sharik 2003).

Taxus brevifolia is the Pacific yew. The leaf appears to arise from the twig but a close inspection will show it is attached to a petiole that runs down the twig. This is known as a decurrent leaf. The fruit is a fleshy aril surrounding one seed. The tree is somewhat shrubby, rising about 20-30 feet; stems are 6-12 inches in diameter. The bark is thin, gray and folded. It is a relatively minor forest tree, receiving little attention from lumbermen due to its small size and relative minor abundance (Sudworth 1908). I found it to be distracting from the giant sequoias I had traveled so far to see.


San Antonio Creek/Avery Sheep Ranch Road
GPS utm 10 S 0723191
4231417
Elevation 2018 feet Floodplain/Gallery Forest
Species of interest here include:
Acer macrophyllum
Alnus rhombifolia
Arctostaphylos viscida*

Ceanothus cuneatus*

Fraxinus latifolia
Quercus chrysolepis
Q. kelloggii
Rhamnus rubra*
Rubus ursinus*
Torreya californica
Toxicodendron diversilobum*
Pinus ponderosa
Calocedrus decurrens


*shrubs
Acer macrophyllum is also known as bigleaf maple. Its large, palmately lobed, oppositely arranged, leaf (12-24 inches) is supported by a long petiole. It can attain 50 feet in height and 20 inches dbh and is usually found in moist places (Burns and Honkala 1990?, Sharik 2003 class notes).

Alnus rhombifolia
White alder is a small to medium-sized deciduous tree. It ranges from 16 to 115 feet in height, but mature trees are typically 50 to 80 feet tall. In California, trees commonly reach 11 inches in diameter. and can reach up to 21 inches. The largest tree on record is 112 feet tall with a 38.6-inch diameter. Mature trees typically have several trunks arising from a single clump. The bark is light gray or brown, whitish, smooth or slightly rough on young trees but becomes plated and reddish brown at maturity. The leaves are 2 to 4 inches long, oblong-ovate, with coarsely double-toothed margins, dark green above and light green beneath. Male and female flowers occur on the same tree in catkins. White alder is closely related to red alder (Alnus rubra)(PLANTS?). While similar in appearance, white alder has gray to brown furrowed bark where red alder has red smooth bark (Sudworth 1908).

Fraxinus latifolia or Oregon white ash is the largest of the California ashes. It leaves, wider than most ashes, are pinnately compound and oppositely arranged on the twig.
Oregon ash is the only native species of Fraxinus in the Pacific Northwest. It is commonly found in riparian habitats and is not managed for timber production. This tree may reach the age of 250 years and is fast growing the first third of those years, then grows slowly. The seeds are eaten by birds and squirrels. The wood is most used as fuelwood.( Burns and Honkala ? )
Quercus chrysolepis has been described earlier but at this site, the leaves have no spines.

Torreya californica
California nutmeg has very sharp leaves. The fruit is something like nutmeg. The leaves are decurrent like yew in that they clasp the twig for a short distance. It is not rare but sometimes hard to find. The seed is dispersed by birds so individual trees are scattered over the landscape rather than growing in groves.
California torreya is a dioecious native evergreen tree, typically from 16 to 90 feet tall and 8 to 20 inches in diameter. A record tree growing near Fort Bragg measured 141 feet in height and 14.8 feet in diameter until cut by timber thieves. The crown is pyramidal to irregular in shape. Needles persist for many years. The bark is thin, from 0.3 to 0.5 inch on mature trees. Roots are described as "deep". The large, heavy seeds are from 1 to 1.4 inches long, enveloped by a drupe-like aril (PLANTS?)

Toxicodendron diversilobum
Poison oak brings to mind the couplet: “Leaflets three, let it be” It can be a shrub, vine or small tree. Shrubs are erect with stems from 2 to 6 feet tall. Vine stems commonly reach 10 to 30 feet but may be as long as 100 feet. As a vine, poison-oak climbs trees or other support by adventitious roots and/or wedging stems within grooves or crevices of the support. The bright green leaves have three (sometimes five) round to ovate, diversely lobed or toothed leaflets that usually resemble oak leaves. Small flowers occur in leaf axils, with male and female flowers on separate plants]. The fruits are white drupes. Rhizomes are at or just below the soil surface, and are extensive. While the leaves, flowers and fruit are all poisonous to man, black-tailed deer and livestock find them very nutritious (PLANTS?).

Crescent Cove Picnic Area on Highway 4
GPS utm 10 S 0729773
4229429
Elevation 3254 feet Lower Mixed Conifer Forest
Species of interest here include
Arctostaphylos viscida*
Calocedrus decurrens
Ceanothus cuneatus*
C. integerrimus*
Cercocarpus betuloides
Chamaebatia foliolosa*
Heteromeles arbutifolia*
Pinus lambertiana
P. ponderosa
Quercus chrysolepis
Q. kelloggii

*shrubs
All the tree species have been previously described and will not be repeated here. Let me just say that this site reminds me of the area around my home in Placerville. The elevation at Placerville was about 2200 feet. This shows the latitudinal gradient, species that occur lower in the north are found higher (if at all) as one travels south.

Natural Bridges
GPS utm 10 S 0721851
4214637
Elevation 1516 feet Oak Woodland and Savannah; Chapparal

Species of interest here include:
Adenostoma fasciculatum*
Arctostaphylos manzanita
Ceanothus cuneatus*
Eriodycton californicum*
Heteromeles arbutifolia*
Pinus sabiniana
Quercus douglasii
Q. wizlizenii

Rhamnus crocea*

R. rubra*
Toxicodendron diversilobum*


*shrubs
This site provides a very good look at the difference between east and west aspects. The east-facing slope had nearly complete canopy coverage (woodland) while the west-facing slope had widely spaced trees and shrubs (savanna)(Sharik 2003).

Arctostaphylos manzanita
Mariposa manzanita is an erect native perennial shrub. On favorable sites it can become treelike, attaining heights in excess of 20 feet and developing a single short trunk. On most sites, however, it ranges from 6 to 12 feet tall. Mature limbs are long and crooked with smooth, dark reddish-brown bark, which peels irregularly in thin flakes. The young twigs are pale green with downy hairs. The white or pale pink flowers occur in drooping open clusters. The fruit is a small berrylike drupe, which persists on the shrub year-round. In early summer it is white, but in late summer it turns a deep red. The nutlets are irregularly coalesced or separate. Mariposa manzanita lacks a lignotuber (PLANTS?). At this site, the manzanita is a small tree. At the sites we visited earlier, the manzanita grew in a much smaller, more prostrate form, partly because they were different species and partly because the growing conditions high in the mountains result in the manzanita showing a different form (Sharik 2003).

Pinus sabiniana
Gray pine is a drought-tolerant, native evergreen conifer. Mature trees average from 40 to 80 feet in height and from 12 to 36 inches in diameter. The tree usually maintains a pyramidal growth form until the pole stage. Mature trees typically have multiple trunks. Gray pine is self-pruning, and lower branches are often a considerable distance above the understory. Gray pine grows a deep taproot where soil depth permits. In hardpan soils, it develops a spreading, shallow root system. The bark of young trees is thin, while older trees have thick bark. Needles grow from 8 to 12 inches long and are shed every 2 to 3 years. Gray pine's heavily spined, claw-like female cones are among the largest and most massive in the genus. The lifespan of gray pine is unclear because most older specimens were cut by early settlers, but it is believed to be 200+ years.(PLANTS?)
The needles are in bundles of three per fascicle and, while long, are relatively sparse and provide little shade for the weary traveler (Arno 1973). The tree is well adapted to dry, difficult sites. One mechanism for conserving scare resources is the fact that it does not shed its needles each year much like other conifers. If the tree does not have to remake leaves every year, it can conserve resources on dry, poor sites. (Sharik 2003, class notes)

Quercus douglasii
Blue oak is a native, deciduous, flood-tolerant, drought-resistant tree. It is generally short and straight, from 20 to 66 feet in height and from 14 to 24 inches in diameter. The acorns are from 0.8 to 1.2 inches long. The bark is gray, thin and flaky. Roots are extensive, and may grow through fractured and jointed rock to a depth of 80 feet or more to tap groundwater reserves. Stands are typically from 90 to 100 years old. The oldest known blue oak is in Sequoia National Park and is about 400 years old. It has a bluish cast to the leaves (Sharik 2003).

Quercus wizlizenii
Inland live oak has a similar distribution as blue oak. The bark is darker and not as fissured as blue oak (Sharik 2003). The leaves are leathery, shiny, perfectly smooth, flat (never curled), and deep green on the top and light yellow-green on the bottom. The acorns mature in two seasons; the cup scales are long and reddish brown. The wood is highly valued for firewood and little else (Sudworth 1908).

Mokelumne River on Highway 49 deep in the heart of Gold Rush country

GPS utm 10S 0699292
4243018
Elevation 626 feet Floodplain forest
Species of interest here include:
Ailanthus altissima
Castonopsis chrysophylla
Ficus carica

Quercus lobata
Umbellularia californica


Ailanthus altissima
Tree-of-heaven, also known as ailanthus, Chinese sumac, and stinking shumac, is a rapidly growing, deciduous tree in the mostly tropical quassia family (Simaroubaceae). Mature trees can reach 80 feet or more in height. Ailanthus has smooth stems with pale gray bark, and twigs, which are light chestnut brown, especially in the dormant season. Its large compound leaves, 1-4 feet in length, are composed of 11-25 smaller leaflets and alternate along the stems. The leaves are quite distinctive and easy to identify while traveling at high speed on the highway. Each leaflet has one to several glandular teeth near the base. In late spring, clusters of small, yellow-green flowers appear near the tips of branches. The seeds are in flat, twisted, papery structures called samaras, which may remain on the trees for long periods of time. The wood of ailanthus is soft, weak, coarse-grained, and creamy white to light brown in color.  All parts of the tree, especially the flowers, have a strong, offensive odor, which some have likened to peanuts or cashews (PLANTS?).

Castanopsis chrysophylla or Golden chinkapin
The leaf is simple, alternate, persistent, lanceolate to narrowly elliptical, 2 to 6 inches long, leathery, margins entire, smooth and green to yellow-green above, golden underneath with color coming from pubescence and scaliness. The flower is monoecious, both sexes borne in erect catkins, male flowers are numerous, erect, elongated catkins, dull yellow, odorous: female flowers are much smaller and are clustered at the base of the male flowers. The fruit is one or 2 small triangular nuts enclosed in a sharp, spiny bur, both are light brown when mature, and the burs may be clustered. Twigs are slender and initially yellow but turning reddish-brown with age; pith is yellow and star-shaped; terminal buds are clustered near the tip. The bark is initially smooth, grayish-brown, and mottled with large, white areas, later becoming 1 to 2 inches thick, distinctly furrowed and ridged. The form is usually a moderate to large broad-leaved evergreen tree (to 150 feet tall and 3 to 6 feet in diameter) with a dense, pyramidal or conical crown, but at higher elevations it may occur as a shrub(citation information pending).? A small market exists for giant chinkapin wood for furniture and cabinet stock, paneling, and decorative veneer. There are several reasons for its limited use, despite its ability to develop a tall, clear, straight bole under average growing conditions. It rarely occurs naturally in pure stands, being typically a minor hardwood component of predominantly coniferous forests. Also, most mills in the conifer-dominated industry of the Pacific States will not take giant chinkapin because of added inventory problems for little additional volume. Finally, it is one of the most difficult hardwoods in the United States to cure, as it tends to check badly (Resch and Huang 1965?) and transportation costs keep it from being moved long distances to the few mills equipped to process it. As a consequence, giant chinkapin is often felled and left on the site or is bucked into firewood.
Ficus carica
The edible fig tree is introduced from Europe and has become naturalized. It has a deeply lobed leaf and reaches the height of a small house when fertilized by dead deer. It has milky sap and is pollinated by wasps (Sharik 2003).
Quercus lobata
Valley oak is a long-lived, flood- and drought-tolerant, monoecious, deciduous tree. It is the largest North American oak. Trees are typically 30 to 75 feet tall and from 1.8 to 2.4 feet in diameter but may become much larger. A record tree in Gridley, California measures 9.3 feet in diameter, and Griffin reported a 138-foot tall valley oak at the Hastings Natural History Reservation of Carmel Valley. Large oaks are usually hollow or rotten in the center, making exact age determinations impossible. Age estimates of very large trees range from 400 to 500+ years. Mature stands are typically from 100 to 200 years old. The crowns of open-grown trees are very broad. Valley oaks have a highly branched growth habit. The oaks are sensitive to chloride aerosol, and trees growing less than 4 miles from the coast tend to be scrubby and flagged. Valley oak typically has several vertical roots that tap groundwater and extensive horizontal root branches. Vertical root depth has been measured as deep as 80 feet in some individuals. Acorns are long (1.2 to 2.0 inches) and slender (0.5 to 0.8 inch). The bark is thick and deeply furrowed (PLANTS?).

Umbellularia californica
California bay is a highly branched native evergreen tree that grows from 40 to 80 feet in height. Trees in Oregon generally grow taller than those in California. The largest recorded tree is in Oregon, measuring 13.3 feet in diameter and 88 feet in height. On poor sites the tree grows in scrub form. The fruit is a drupe containing one large seed with a thin seedcoat. The bark is thin and smooth on young trees, while older trees have thin, scaly bark that is continually shed (PLANTS?). The leaves are evergreen and glossy and used by doting mothers to flavor boiled beef tongue. The flowers are small and yellowish-green. It is planted as an ornamental shrub in warmer climates of the south and west. The wood is used for novelties, candlesticks and other turned products (USDA fact sheet, no date?). California bay laurel is an alternate host for Phytophthora ramorum (/COMTF 2003?)

Highway 88 just east of Jackson
GPS utm 10S 0697533
4248382
Elevation 1307 feet Floodplain forest, adjacent to oak savanna in the uplands
Aesculus californica
California buckeye is a common small tree with very showy but small white flowers growing together in a group. The leaves are palmately compound and opposite, falling in early autumn. The fruit is a capsule, quite conspicuous after the leaves fall; the seed inside is a rich brown when mature and about 2 inches thick. The wood is of no commercial value. The tree grows on dry gravely sites where few other than blue oak and gray pine will live (Sudworth 1908).

Juglans hindsii
The leaves are alternate, pinnately compound, 8-13 inches long, shiny green above and paler beneath. The fruit is a typical walnut, 1 ½ to 2 inches diameter, green at first but turning brown as it matures in the fall and is nearly smooth, unlike the more commonly seen black walnut. The twigs have chambered pith; the wood is a rich chocolate brown. The nut is nearly smooth unlike the black walnut (Virginia Tech Forestry Department 2003?, Sharik 2003). The tree is medium sized, up to 60 feet tall with a spreading form and fairly straight trunk.
Further up Highway 88
GPS utm 10S 0710197
4255711
Elevation 2758 feet Mixed conifer forest

Pseudotsuga menziesii?
The mighty Douglas-fir is not a true fir but a combination of all the best traits one can hope for in a tree. It grows in the best state in the land, California (yes really, just ask me) tall, straight, and true. It is useful for many purposes, not the least of which is naming small children after (i.e. James Douglas Hubbell) although more commonly it is used as the primary building wood across the country. The needles are arranged singly on the twig in a bottlebrush-like fashion. The needles are on small pegs that leave a rough surface when the needles fall off. The buds are sharp and brown. The cone is most distinctive, having a three-pointed bract that emerges between the cone scales.
The cones are erect on the branch as are the firs, when young, becoming pendulous when ripe as do the spruces (Kuhns 1998, Sharik 2003, Hubbell 1953). It is California’s second tallest conifer after the coast redwood and grows from the moist coastal mountains to the Sierra foothills. In the Sierras, it generally grows between 2,500 and 6,000 feet although it reaches 7,500 feet at the southern end of its range. One reason for its large growth besides being morally clean is its extensive root association with fungi, which enhance the root’s ability to absorb water and other nutrients. This is called a mycorrhizal relationship that benefits both the tree and the fungus (Lanner 2002).

Arbutus menziesii?
Pacific madrone resembles manzanita is some respects but is a larger, taller tree. The leaf is entire on older branches, slightly serrated on young twigs and trees; the bark peels from the branches in large sheets. The branches are photosynthetic as well (Sharik 2003). It grows best on moist coastal sites (PLANTS?) but can be found inland as well. Personal observation over the years suggests it will be found on mesic or moist sites, never in open woodland or savannah.

Much further east on Highway 88
GPS utm 10S 0734703
4270030
Elevation 6429 feet Subalpine forest and meadow

Quercus vaccinifolia?
Huckleberry oak is a prostrate form of shrub, found on xeric sites, generally where the soil is poor and rocky. Acorns are about ½ inch long; the leaves are brittle. The branches are slim and flexible; the bark is smooth and gray. Mule deer browse the foliage and a variety of other wildlife eat the acorns (PLANTS?).
Nevada Beach State Park, Nevada side of Lake Tahoe
GPS data zone 11S 0244492 East
4318533 North
Elevation 6521 Feet Jeffrey pine forest
Species of interest here include:
Artostaphylos patula
Abies concolor
Artemesia tridentata*
Ceanothus prostrates*

C. velutinus*
Pinus jeffreyi
Purshia tridentata*
Rosa gymnocarpa*
*shrubs

We have already discussed all the tree species found here.

Conclusion
And so we come to the end of a fascinating journey through the forests of the central Sierras. I had always thought the large pines on the east slope near Lake Tahoe were Ponderosa Pine. It was quite a shock to realize I had been looking at Jeffry Pine all this time. My primary goal in doing this trip was to see the redwoods of Calaveras State Park. I was pleased to meet the red fir as well. I truly enjoyed the contrast in species composition along highway 4 from the east slopes to the western foothills.

References cited

Sunday, August 17, 2008




Urban Tree Inventory

Pruning

Healthy Trees

Photos

Links

Spraying Cost Comparison

Final_draft.odt
this is the final version being sent to
the library for binding!

Thesis pdf

Thesis doc version

Thesis defense powerpoint

Resume

Urban Forestry blog

Contact

Tree Damage

Homepage

Jim Hubbell, ISA Certified Arborist



Silviculture stands at the center of a well-ordered universe.
T. W. "Doc" Daniels 1907-2004

He that cannot forgive others breaks the bridge over which he himself must pass if he would ever reach heaven; for everyone has need to be forgiven.
George Herbert, 17th cent. poet

Active learning techniques involve the student doing activities, reflecting on those activities and writing about them
Bonwell 2000, Sophocles 5th c. B. C.

Online teaching is more than just technology (although the technology is necessary and must be used effectively); online teaching is a social process that requires the active presence of an instructor.
Jim Hubbell, July 2007.



Jim Hubbell has been certified by the International Society of Arboriculture.

Jim is not conducting any arborist business for the time being. After years of diligent writing and rewriting, the thesis and all other requirements were been completed as of December 14, 2007. The degree of Master of Science in Forestry was awarded on that date. Future direction of his life's work is yet to be decided although teaching the online urban forestry class will continue.
If you need help, consult your local yellow pages. If you need significant work done, check references and insurance coverage.

"Why hire an Arborist?" you ask. The ISA-sponsored pages at Trees are Good answer that and many other questions.

Jim Hubbell
Department of Wildland Resources

Utah State University
5215 Old Main Hill
Logan, UT 84322-5215
435-770-3035 (cell)
jdhubbell(at)cc.usu.edu

Sunday, January 13, 2008

URBAN FORESTRY ONLINE:

LITERATURE REVIEW

AND CASE STUDY

by

James Douglas Hubbell


A Plan B report submitted in partial fulfillment

of the requirements for the degree


of


MASTER OF SCIENCE


in


Forestry



Approved:



__________________ ______________________

Frederick Baker Dale Blahna

Major Professor Committee Member



____________________

Michael Kuhns

Committee Member




UTAH STATE UNIVERSITY

Logan, Utah


2007













Copyright © James Hubbell 2007

All Rights Reserved


ABSTRACT

Urban Forestry Online: Literature Review and Case Study

by

James Hubbell, Master of Science

Utah State University, 2007

Major Professor: Dr. Frederick Baker

Department: Wildland Resources

This paper considers the question: Is teaching urban forestry online feasible and practical? The short answer is "Yes" but effective teaching online requires knowledge of the principles of online education. There is no research literature specifically about online urban forestry education; this literature review is devoted to online education in general. Online teaching is more than just technology (although the technology is necessary and must be used effectively); online teaching is a social process that requires the active presence of an instructor. The principles that guide the development and presentation of an online class are discussed. The case study describes our experience while preparing and teaching the online urban forestry class. Students and faculty need to be trained how to use the online environment before they can learn/teach the class material. Effective online teaching takes as much time and effort as effective classroom teaching.

(67 pages)


ACKNOWLEDGMENTS

This paper would not be possible without the constant support of my dearly beloved wife, Mary Ann. Her tireless devotion to making my life better, her constant concern for every aspect of my life and how I might improve, her thoughtful critiques of drafts of this document, and her insight into urban forestry in general have made this paper possible.

Dr. Baker's kindness in taking me on as a graduate student, his patience with my learning speed, and diligent efforts to refine my writing are deeply appreciated.

Others who have made this possible include but are not limited to: Dr. Mike Kuhns, Dr. Craig Johnson, Dr. Dale Blahna, Ms. Loralie Cox, Mr. Jerry Goodspeed, and all the students in the urban forestry class who have made comments and endured my efforts to learn this process.

Finally, I would like to thank my parents, Robert and Marjory Hubbell, who instilled a love of trees and forests in my early youth, prevented me from an early death as a logger, and encouraged me in this endeavor, including nagging and bribery as necessary to actually complete this degree process. My heartfelt thanks to all.


Jim Hubbell



CONTENTS





ABSTRACT 3

ACKNOWLEDGMENTS 4

LIST OF FIGURES 7

LITERATURE REVIEW 1

Introduction 1

Urban Forestry 2

Online Education 4

Training instructors in online pedagogy 5

Technology training 6

Student learning and training students to learn 7

Instructional Design 8

Student assessment 9

Faculty support 11

Copyright 12

Course assessment or evaluation 14

Distance education accessibility 15

Educational infrastructure 16

Course management software 17

Literature Review Conclusions 18

URBAN FORESTRY CLASS CASE STUDY 21

Introduction 21

Course Preparation 22

Instructional Design 24

Principles of effective practice 25

Discussion format 27

Course as Implemented 29

Sample discussion 29

Sample assignment 31

Course assessment or evaluation 32

Experiences with WebCT 33

Online survival skills 34

Student drop rates 35

Adaptations to initial course plans 36

Case Study Conclusions 37

CONCLUSIONS 39

LITERATURE CITED 43

APPENDIX 50


LIST OF FIGURES



Figure Page

1.

Pruning a picture: Activity for the Arborist Practices unit 32
2.

Pruning tools 52
3.

Line clearance pruning 53
4.

Severe line clearance 53
5.

Topping examples 54
6.

Unbelievable tree topping example 55
7.

Pruning at the branch bark ridge 55
8.

Woundwood growth pattern after pruning cuts 56
9.

Crown reduction cut location 57
10.

Pruning a tree activity picture 58
11.

Herbie does herbicide 59

LITERATURE REVIEW



Introduction


This paper attempts to answer the question of whether the internet is a practical tool for teaching urban forestry. I am unaware of any papers that specifically address teaching urban forestry online, despite diligent searching. However, the literature of online education in general is fairly extensive. A search of the Digital Dissertations collection through the Utah State University (USU) library found 666 dissertations nationwide in the last 5 years on distance education. There are at least 40 journals publishing articles about online education (Holmes 2004). Based on volume alone, the literature suggests an intense interest in teaching online throughout the educational industry.

As our society becomes more urbanized, there is an increasing need for foresters trained to manage forests and trees in urban settings, with a corresponding increase in the need for training classes and programs (Miller 1996). However, many otherwise interested students cannot attend face-to-face classes. The internet shows potential to overcome these scheduling difficulties, hence my interest in determining if the internet is an effective teaching tool or just a passing fad.

Online education (internet only, with rapid interaction between student and teacher) is a subset of the broader field of distance education (TV, mailed materials, and internet) (Mayadas et al. 2003). However, both this paper and the literature use the terms synonymously. Also note, the scope of this paper is limited to issues of interest to individual instructors. I do not address issues of interest to administrators or students.

This paper begins with a short discussion of what urban forestry is and why it is important to learn. Then, in the literature review, I discuss why instructors are necessary to make the learning process effective. Next, I investigate the principles that guide the design of successful classes. I discuss some major considerations in presenting online classes. I conclude the literature review by summarizing the principles and considerations that are essential to effective online education.

The case study reports our experience teaching the urban forestry class online and is closely linked to the literature review because the principles reported in the literature form the basis of my analysis of the conduct of the class. Briefly, I discuss the instructional design of the class, how we implemented the seven principles articulated by Chickering and Gamson (1987) and the content of the class. I conclude the case study and the paper with a discussion of how well our experience conducting this class agrees with the literature.


Urban Forestry


Urban forestry is the planning for and management of urban greenspaces (Miller 1996). Urban greenspaces are characterized by their close association with people (Nowak et al. 2001). People need trees; trees must be managed to meet the needs of people in urban settings (Talbott 1976; 1978, Ulrich 1978; Schroeder 1986; Hartig et al. 1987; Miller 1996) To meet these management needs, urban foresters develop programs, ordinances, and policies for managing community trees (Treiman and Gartner 2004). Community trees include all trees on public property; that is, street trees, city park trees and trees in other publicly owned settings. Trees on private property are also part of the urban ecosystem and need to be included in management planning (Elmendorf et al. 2003). An urban forester must understand all of the elements of the urban ecosystem that trees grow in (Smith 1983; Machlis and Force 1997; Pickett et al. 1997). While publicly funded urban foresters work primarily with public trees, they may also advise private homeowners who need help managing private trees. Where insects or diseases cross ownership boundaries, the urban forester finds ways to work effectively with all landowners.

Specific skills the urban forester needs include but are not limited to (Baker personal communication 2006; California Urban Forests Council 2007):

*

Knowledge of how trees grow in the urban environment
*

Pests and diseases of urban trees and how to control them
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Diagnosing tree health
*

Urban soils, irrigation and fertilization needs and practices
*

The urban environment and how it affects trees
*

Landscape planning
*

Arborist practices
*

Program planning and budgeting
*

Hazard tree analysis and mitigation
*

Tree appraisal and inventory
*

Tree ordinances
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Selecting appropriate trees for specific sites
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Knowledge and use of effective planting practices
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Public relations, working with the public, public officials, and agencies
*

Effective communication with all stakeholders


Online Education


Education is a social process requiring interaction between students and instructors (Rourke et al. 2001). Sims et al. (2002) argue that online education is more than simply putting course schedules and readings online. Phipps and Merisotis (1999) conclude motivation and learning style of the student, skill of the instructor, and design of the learning tasks are more important than technology in determining teaching effectiveness. Unless a course takes advantage of the multi-media and interactive attributes of the internet to engage student learning, it "does not equate to online learning" (Sims et al. 2002). This reinforces the idea that good online teaching takes advantage of the unique capabilities of the internet to facilitate rapid interaction amongst learners, and between learners and faculty, to build knowledge (Twigg 2003).

One might think teaching online could be entirely unattended by the instructor, but without daily instructor presence, answering questions, responding to discussions and posing new questions, students may lose interest and either fall behind or drop out ( Gorham 1988; Rourke et al. 2001; Richardson and Swan 2003). Instructors need to model social processes online by relating stories that occur outside of class, calling students by name, or using humor as appropriate to maintain student interest in the class (Gorham 1988; Rourke et al. 2001).


Training instructors in online pedagogy


Teaching effectively at a distance, whether online or using other technologies, requires faculty to engage students in active learning rather than passive lecture note taking ( Twigg 2003; Keeton 2004). This frequently requires a major change in faculty mindset (Beaudoin 1990). Two social issues inhibit faculty when adapting to online education. One is the different role of the instructor as "guide on the side" rather than "sage on the stage," facilitating learning rather than "pouring knowledge into empty vessels" (King 1993). The other social issue is a general unfamiliarity with the technical environment of online teaching. Facing a computer screen and "talking" via discussion forums and e-mail instead of seeing actual faces is quite different (Schifter 2000). Online instructors need training to facilitate learning and to coach students in problem solving rather than simply providing answers in the more familiar, but less effective, lecture style of instruction (Twigg 2003). While most universities offer online or face-to-face workshops to improve faculty proficiency in the software skills needed for online teaching, fewer universities train faculty to facilitate and guide adult learners (Moore et al. 2005).

Many resources are available to train instructors in effective online pedagogy. One of the frequently cited resources is Implementing the Seven Principles: Technology as Lever (Chickering and Ehrmann 1996). Briefly stated, these principles are to encourage contacts between students and faculty, promote reciprocity and cooperation among students, encourage active learning techniques, provide prompt feedback, emphasize time on task, promote high expectations, and respect diverse talents and ways of learning. Chickering and Ehrmann (1996) provide examples of implementing each of their principles. For example, the variety of communication tools available with the internet, E-mail, chat rooms, and asynchronous discussion forums can provide more interaction between students and faculty than contacts that are limited to class time and office hours.

Another resource for training faculty is is the faculty/professional development program at the TLT Group webpage (Gilbert 2006), a collection of ideas to help faculty learn easy-to-use software or techniques for teaching on the web. Low threshold activities (LTA) are applications or actions that take the student and instructor away from teacher-centered instruction and towards learner-centered instruction (Gilbert 2002). They are easy to implement using commonly available software and do not require major paradigm shifts on the part of either instructors or students. Each LTA costs little in time, effort or support to implement. The cumulative effect however is "positive long-term change" in the learning environment for both instructors and learners (Gilbert 2006). The LTAs are presented in a "how-to" format with explicit directions on how to do them. A few examples are: how to improve students' time on task, how to detect and prevent plagiarism using the Internet, and how to improve students' ability to properly cite resources in their papers. A number of additional LTAs describe techniques to help instructors reduce the effort of grading and lesson development tasks so they can devote more time to student interaction.



Technology training


While mentors and face-to-face workshops can effectively train faculty, university sponsored websites may play an important role. Every university website I visited in the course of researching this paper has some sort of online training to upgrade faculty skills in course development and presentation. See Guiding Principles for Faculty in Distance Learning (IHETS 2007), For Adult Educators at the California Distance Learning Project (California Distance Learning Project 2006) or the Faculty Assistance Center for Teaching at USU (USU FACT 2006c) for examples. Typical skills taught include how to use WebCT, how to design a website, and how to detect and prevent online cheating (USU FACT 2006a).


Student learning and training students to learn


Even though this paper focuses on teaching online, the goal of distance education is effective student learning (Beaudoin 1990). Students learn when they acquire new information, assimilate it in the context of their previous knowledge, and refine their understanding through online discussion with fellow students and instructors (Schank 1995). Learning and communicating with others who have common interests forms a "community of learners" that is motivated to understand the topic of interest, look for solutions to common problems and find success in such understanding (Schank 1995; Ragan 2000; Lobel et al. 2002). Students learn better by doing than by listening to someone talking about doing (Schank 1995; Twigg 2003). Thus teaching online can be effective if the course engages students in active learning, students receive prompt feedback on homework and tests, the course encourages student-to-student interaction, and the course emphasizes time on task (Chickering and Gamson 1987). This is true regardless of the technology used in the class. As Williams (2003) points out, careful attention to the design of the class is necessary to meet these requirements.

Students are more likely to succeed when they are actively engaged in learning the material (Hartman 1995; Halstead and Martin 2001). Peltz (2003) and Hiltz (1997) suggest allowing students to select topics to read and discuss, letting them identify key concepts and develop exam questions to test mastery of the concept or skill and then answer each other's questions. Presumably more instructor guidance would be needed in the first part of the course, and less guidance would be needed as students become familiar with the field. Shang et al. (2001) suggest letting the students read, discuss, then do what they have learned, and then discuss again after some reflection. This process implements the principles of experiential learning theory, where students undertake concrete experiences, reflect on them, assimilate the new knowledge into their previous fund of knowledge, and then test the new knowledge with new experiences (Kolb et al. 1999). This process also takes advantage of the power of interaction with fellow students and instructors to more fully develop understanding and mastery of the subject (Lobel et al. 2002).


Instructional Design


Faculty should know who their (potential) students are, use course learning objectives to form the organizational framework of a course, design activities and assignments to allow students to work around other commitments, and use active leaning techniques to promote student engagement in the material (IHETS 2007). Faculty must consider several additional issues when developing online courses. These issues include student learning assessment, student support services, faculty support, course accreditation, course evaluation, technical support for faculty and students, copyright and ownership accessibility, development cost, time, and educational infrastructure ( Chisholm et al. 2000; Twigg 2003; Williams 2003;IHETS 2007; Thatcher 2007). Each of these will be covered is some detail here.


Student assessment


Ideally, student assessment measures progress compared to learning objectives and how much the student has progressed from their previous knowledge or skill level. In the online environment, students are evaluated (graded) using tests, discussion postings, and/or written assignments. Regardless of the method, students should receive rapid and constructive feedback (IHETS 2007).

Tests can be the traditional kind, taken once at set times during the class, or they can be low-stakes quizzes (Twigg 2003). Low-stakes quizzes can be administered before, during and after topic sections. Quizzes administered before beginning the topic establish what the student knows at that point. Quizzes taken during the topic reinforce student understanding and show the student where their knowledge is weak and needs extra work. Grades are recorded for quizzes taken after the topic (Twigg 2003).

Using repeated quizzes as a teaching tool is facilitated in the online environment because it does not take away from lecture time as would be the case in a face-to-face class. Instructors can set up course management software to automate quiz administration, thus allowing students to repeatedly test themselves without requiring the instructor to spend extra time distributing, grading, and returning low-stakes quizzes.

Along with tests and written assignments, discussion postings can be effective grading and learning tools. Discussion postings are more effective as learning tools if they include social, cognitive and teaching presence (Peltz 2003). Social presence in discussion postings is demonstrated by introducing personal comments into the discussion. Presenting personal experience, posting pictures to illustrate a point of interest, or mentioning events in your personal life as appropriate to let the rest of the class know there is a real person at the other end of the computer screen. Cognitive presence is demonstrated by introducing facts, ideas and theories into the discussion. This is more valuable when they come from outside the class readings and the student ties them into the topic under discussion. Teaching presence is demonstrated by such actions as steering the discussion in useful directions, making sure students understand the topic, detecting and dispelling misconceptions, bringing in additional information as needed, or helping resolve those vexing technical problems that always creep in. Only discussion postings that contain indications of social, cognitive, or teaching presence should receive points toward grades (Peltz 2003).

Student progress can be graded by observing student interactions with each other and with faculty (Benigno and Trentin 2000). However, interaction alone is insufficient for student evaluation (Picciano 2002). Some students "lurk" in the online discussions much as some students in face-to-face classes sit quietly in class discussions (Peltz 2004). Both of these quiet types of students study for tests and can do well on individual written assignments. Thus student grading should include more than an analysis of their discussion participation (Picciano 2002).


Faculty support


Faculty members and institutions must recognize that teaching online classes requires at least as much time as teaching face-to-face classes, possibly reducing the time available for research and publication that has been the primary route to tenure and promotion (Keeton 2004). Preparation time is the same or greater and the daily time commitment while the class is being conducted is also just as great. The class material must be researched, written and made available to students before the class begins. During the actual time students take the class, the instructor's time is primarily occupied with student interaction and grading (Schifter 2000; Lee and Dziuban 2002). Phipps and Merisotis (2000) note the first online class experience for the instructor should be limited to 15-25 students. As the instructor gains online teaching experience, more students can be added without undue strain. Administrators can help hesitant instructors by introducing them to successful online teachers who can act as mentors and by making workshops available that teach the required skills of graphic design, web development, programming and instructional design (Schifter 2000).

The California Distance Learning Project provides links to about 15 websites that provide professional development help for faculty involved in distance education. These websites help in areas such as technical skills needed, student and class assessment, examples of good class design, research in online teaching and learning, and related skills and knowledge useful to the online instructor (California Distance Learning Project 2006). The Distance Learning Project also has a tutorial for teachers of adults based on lessons learned from the California adult basic education distance learning experience since 1995. Topics covered in this tutorial include an introduction to distance learning, a history of distance leaning, course design considerations, planning and administration of distance learning courses, evaluation of distance learning courses and a special section discussing online distance learning classes (California Distance Learning Project 2007).

The USU Faculty Assistance Center for Teaching (FACT) center website provides tips on subjects including website design templates, handouts for students on preventing plagiarism and cheating, information about copyright laws, and how to write a learner centered syllabus (USU 2006a). They also have a section of the website that provides some best practices where instructors can find help on using discussions as a more effective learning tool, how to begin the class so students are interested from the start of the semester, how to use PowerPoint effectively and how to use the library more effectively in learning assignments (USU 2006a).


Copyright


Copyright issues must be considered in developing any course including online courses (Crews 2003). Congress enacted the "Technology, Education and Copyright Harmonization Act," commonly known as the TEACH Act, on October 4, 2002 to address the needs of distance education while protecting the rights of original authors. Copyright extends protection to the original author until 70 years after his or her death (Crews 2003). All creative work is automatically covered by copyright regardless of the medium used or any registration or lack of it with a copyright office. One of the few exceptions to the rule that authors retain exclusive rights to their work is the category of "fair use."

"Fair use" is a term not defined specifically in law but there are some guidelines that help users and courts judge specific cases. The copyright law of 1976 and the TEACH Act allow use of copyrighted material for "teaching (including multiple copies for classroom needs), scholarship or research" (Crews 2003; Anon 2006). Four factors guide decisions about what constitutes fair use: the purpose and character of the use, the nature of the copyrighted work, the amount and substantialness of the portion used in relation to the total work, and the effect of the use on the potential market of the work (Anon 2006).

Under the guidelines of fair use and the specific provisions of the TEACH Act, faculty can generally use copyrighted works in courses limited to enrolled students and for direct educational activities at non-profit educational institutions, accredited by the appropriate agency. Non-educational uses such as using copyrighted material to advertise a course or program to the public, even by a non-profit school, are not permitted by the TEACH Act (Crews 2003). Use of copyrighted material by for-profit educational institutions is not covered by the TEACH act; these institutions must seek permission for any use of copyrighted material. The source of all copyrighted work used needs to be cited sufficiently in the class material so anyone using the work can refer back to the original source or author of all work used (Crews 2003). Generally for online courses, linking to a web page from your class site is permissible because the copyright owner retains control of the original material, while copying another person's work into your web page removes such control and is not permissible (USU FACT 2006b; Stim 2007). Copyright clearance can be a barrier to implementation of any course in part because of the subjective nature of "fair use" and in part because obtaining permission from the copyright holder can be very time consuming (Baker personal communication 2006; USU FACT 2006b).

Faculty must know their institutions' policy on course material ownership because, while faculty generally retain ownership of their class material, with the increasing trend of institutions developing and marketing online courses, they may require ownership rights remain with the institution (Williams 2003). In general, faculty at USU retain ownership of their course materials except where the materials were developed with substantial use of institutional resources (USU OCW 2006).


Course assessment or evaluation


Cuseo (2001) suggests that without knowing why you are conducting the assessment, what your assessment purpose is, when, how, where, and by whom the data should be collected, there is little purpose in doing an assessment. A formative assessment is done to improve an existing class while a summative assessment is done to measure the results or impact of the class (Cuseo 2001). The outcomes to be assessed must be identified. Does the instructor need to know how well the class met student needs or does the institution need information to justify retention of the class? These issues should guide development of the data collection and analysis process.

Achtemeier et al. (2003) state that, because the seven principles of Chickering and Ehermann (1996) are so widely cited in the education research literature, the principles form a logical basis for assessing distance education course performance and student learning. Survey instruments should specifically ask students: if they were given timely feedback on graded assignments, if they were encouraged to express themselves, how much time they spent on task and if that time was sufficient to succeed in the class, if their diverse ways of learning were respected, how navigable the class web pages were, etc. (Achtemeier et al. 2003). Benigno and Trentin (2000) suggest that students be allowed to evaluate the educational approach adopted in the course, how well the support materials used advance student understanding, the organizational aspects of course activities, logistics of the class, technical aspects related to the use of the internet and the suggested technologies, and the performance of both tutors and area experts in their various roles as moderators, facilitators, activity leaders, trainers, etc. The specific questions used to evaluate the course must be developed with the special needs of the online environment in mind. The survey instrument should be evaluated each year to ensure that they provide accurate, reliable and useful responses (Achtemeier et al. 2003).


Distance education accessibility


All courses should be accessible to anyone who wants to take them. This mandate for accessibility comes from Section 508 of the Rehabilitation Act of 1973 that requires Federal agencies to make their electronic and information technology accessible to people with disabilities (Thatcher 2007). The law was needed to ensure that everyone, including those with difficulty using computers, could access government information, including courses offered by schools receiving federal funds (Thatcher 2007). Core Techniques for Web Content Accessibility Guidelines 1.0 provides industry standards for making websites accessible for anyone with Internet access (Chisholm et al. 2000). Since every element of a course website must be accessible, they suggest using universal design principles from the beginning of course development.

Universal design principles refer to constructing your course or website from the beginning to be as accessible as possible for the greatest number of potential users just as you would construct a building. For instance, people now construct all buildings in the United States with wider, automatic doors to provide access for people with limited mobility. Ramps or elevators supplement steps and stairs. Once inside, Braille signs help those with impaired vision to use an ATM, find the restroom or know what floor they are on (UFAS 1984). Likewise, web pages are best designed to conform to accessibility standards. Proper design can make the pages available to people with impaired vision or poor muscle control. Web browsers are available to read the content of the page aloud for visually impaired users. These vocalizing browsers function best when the web page is formatted using cascading style sheets instead of tables or other outdated formatting techniques. Pages built without understanding how the screen reader interprets the page can be nearly useless to the blind user (Anon. 2007).

Determining if a web page is accessible is straightforward. Simply go to Bobby (http://webxact.watchfire.com/) or Webaim (http://www.webaim.org/), enter the URL of the web page in question, then read the report generated in a few minutes.


Educational infrastructure


Educational institutions should coordinate online educational infrastructure (course access, hardware and software requirements, library access) throughout the campus culture. Students must learn how to use an educational system before they can learn the content delivered by the system, so if instructors use the same web page design for every course, students need not learn a new format for each new course (Twigg 2003). An example of consistent course design is the classes available through USU OpenCourseWare (http://ocw.usu.edu/Index/ECIndex_view). Using the same software and same basic layout for all classes allows student to become familiar with the learning environment and saves time and money for the instructor.

Using automated course management systems to handle assessment also reduces time and cost. WebCT, and other course management programs, while not cheap, can generate tests from a pool of questions developed by the instructor, administer them, grade and record results automatically for True/False, Multiple Choice and Short Answer tests (Twigg 2003).

An essential part of the educational infrastructure for online students is access to libraries. Libraries need to be available to distance education students just as they are for on-campus students (IHETS 2006). All the universities I have examined online have their library catalogs and some of their collections available in this format. Typically, only some journals are accessible in full-text. Reference materials do not circulate but reference librarians are available to help with research needs and can be contacted by e-mail or phone if the student cannot visit the library in person (USU Libraries 2006).


Course management software


Course management software (CMS) controls access to and administers the course. Students must register with the educational institution and pay tuition and fees before being allowed into the class site. CMS provides tools to organize lesson material, homework submission, and tests; it provides discussion forums, e-mail and chat rooms to facilitate communication between students and instructors. Page layout, lesson material access, assignment submission, due dates, and student access to test results are all controlled by the instructor but administered by the software. With the requirement to log in to the system to access the class, spam e-mail and viruses are non-existent (Cohen 2002).

Instructional tools for automated exams allow scheduling them for specific times or after students have completed specific modules of the class. Tests and homework can be graded automatically if they follow specific formatting using an instructor-defined answer sheet. Homework submission can be regulated, with the instructor setting deadlines. Grades are kept private but available to the instructor and the student. The software also tracks times and pages viewed for each student, allowing the instructor to monitor class usage.


Literature Review Conclusions


The literature on online eduction primarily consists of reports from educators who have successfully used the internet to teach. I suspect educators do not report failures unless those failures lead to later success. While there is extensive research in the field of online education, Phipps and Merisotis (1999) concluded that much of the research regarding online education is scientifically flawed. They found many studies lacked controls to allow investigation of cause and effect, students were not randomly assigned to controls or tests, and students were not stratified by learning styles. However, these studies can be valuable because they report on the efforts of a great number of instructors learning to use the internet to teach; we can learn from their experience what works and what does not.

Teaching online can be effective if the course takes advantage of the multi-media and interactive attributes of the internet to engage student learning, and if instructors model social processes online to maintain student interest in the class. The course must be designed to encourage contacts between students and faculty, to promote reciprocity and cooperation among students, to encourage and use active learning techniques, to provide prompt feedback, to emphasize time on task, to promote high expectations, and to respect diverse talents and ways of learning. This is no different than other methods of teaching. Indeed the basic principles of Chickering and Ehrmann (1996) that govern the development of effective online classes are the same principles that produce good face-to-face classes.

Effective online teaching is learner-centered, with instructors acting as facilitators of learning rather than sources of knowledge. The key to effective online teaching is what the students learn. They are more likely to succeed when they are actively engaged in the material.

Effective course design must include the technological infrastructure of the course, student support, course content and learning evaluation. Faculty must learn how to teach in the online environment as it is not the same as teaching in traditional courses. Copyright regulations governing online materials must be followed. Online courses must be evaluated for effectiveness in meeting course and institution objectives as well as student needs. Online courses need to meet standards for accessibility by all potential students. Conformance to accepted standards is best built into the course from the very beginning of the development process.
URBAN FORESTRY CLASS CASE STUDY



Introduction


This case study describes how we designed and implemented the urban forestry class. I describe the lessons learned as we implemented the principles already described in the literature review and some adaptations to the principles to meet our circumstances.

Dr. Fred Baker taught an urban forestry class at Utah State University (USU) in the early 1990s in a traditional face-to-face mode. This class was offered at the Logan campus but most of the students who attended came from more than 60 miles away. Changing commitments forced Dr. Baker to stop teaching the class; however the need for trained urban foresters remained.

As the internet matured as a teaching tool, Dr. Baker seized the opportunity to offer the urban forestry class online while working around other schedule constraints. The Utah State Board of Regents provided funding and active class development began in August 2001. The class, WILD 5650 Urban Forestry, was first offered to students in Spring semester 2002. It has been offered eight times since then (generally Spring semester) to a total of 75 students.

About half of our students are non-traditional or mid-career professionals seeking continuing education. A few are more traditional students at the USU Logan campus who need three credits of elective credit and can only fit an online class into their schedule. Most of the rest of the students are at distant locations, working on horticulture degrees. One student moved out of state for job reasons and needed 3 credits to graduate, and this fulfilled her needs.

Ten thousand dollars was budgeted to develop the class, the largest percentage of which was for salaries for the instructional designer and myself as the topic researcher/writer. Smaller amounts were budgeted for a computer and software (Dreamweaver and Coldfusion) to write the html pages to present the material in WebCT. Not all class development costs were directly covered by the budgeted amount. Dr. Baker's salary, office space for the three of us, some of the computers used, and WebCT were all supplied either by the university or Dr. Baker.

In the original proposal for the class, my responsibility was to write the web pages from Dr. Baker's original class notes and post the pages online inside WebCT. By the time the class development was funded, Dr. Baker understood writing course material and building web pages were two radically different tasks that required radically different skill sets. Krystal Kearl, an instructional designer, was hired to build the web pages and develop exercises to enhance learning. I used the lecture notes provided by Dr. Baker from his previous edition of the class as the basis of my research on each topic. The USU FACT Center provided much needed technical help training me in the use of WebCT, Dreamweaver, and other facets of course management.

While this case study reports our experience using WebCT, USU has changed to Blackboard as their course management software since this class began and the Urban Forestry course will begin using it as of Spring semester 2008.


Course Preparation


In preparing the class for delivery, we had to consider not only the content to be taught but also how we would present it and how we would evaluate students to ensure learning. The list of topics within the field of urban forestry was pared down to those we felt appropriate to students beginning a study of the urban forestry profession. We then selected an instructional design appropriate to each topic to enhance presentation and take advantage of the interactive nature of the internet. Finally we developed a grading scheme to assess student learning based on their written work and discussion participation.

Time, logistical, and expertise constraints limited us to 18 topics in this class. These topics were:

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Urban Environment—how people and development affect tree growth
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Public Relations—why and how to involve the public in creating and maintaining a vibrant urban forestry program
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Fertilization—soil tests, chlorosis, timing and methods to correct nutrient deficiencies in soil
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Irrigation—how to provide trees with water when and where they need it
*

Insect and Disease Management— understand and manage the damage caused by insects and diseases
*

Diagnosing Tree Health—how to diagnose tree problems before attempting remedies
*

Stress and Abiotic Factors—how lack of nutrients, mechanical and/or pollution damage, soil compaction and a host of other abiotic factors affect tree health
*

Urban Wildlife—how to design the urban landscape to provide habitat for desirable animals
*

Arborist Practices—modern pruning techniques, safety, tools used and the appropriate use of herbicides in urban forests
*

Hazardous Trees—factors that lead to tree failure and the legal obligations of the urban forester to manage hazards
*

Litigation—common legal issues urban foresters face, the definitions of negligence and how to prevent legal problems by establishing a hazard management program
*

Tree Ordinances—why cities need tree ordinances and some examples based on local needs
*

Tree Inventory—how to collect tree and landscape data needed to support management decisions
*

Selecting Trees—how to select trees species that will thrive in specific urban sites and how to select healthy specimens for planting
*

Tree Appraisal—how to determine monetary values of trees
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Planning—how to develop a long-term plan to guide urban forest management
*

Financing a UF program—how to develop budgets and funding sources
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Programs—how to consider citizen wishes, hazard management, existing conditions and desired future conditions in developing an urban forestry program

We devote one week to most units, but in a 15-week semester we must cover two topics in some weeks.




Instructional Design


We used two major principles to guide the instructional design. First we tried to incorporate the seven principles of effective practice articulated by Chickering and Gamson (1987) into every facet of the class. Second, we used discussion to reinforce learning and to provide a basis for grading. Arising from the discussion format, students start and end the class together; it is not an open entry-open exit class.

Each unit has readings to introduce the student to the topic, activities to deepen understanding, and a discussion forum. See the appendix for a sample unit. While participation in the discussion forums is mandatory for every topic, students choose one of the available activities to do each week. Over the semester, students will do 14 of the 18 available activities. This keeps the work load to a reasonable amount for both students and instructors.


Principles of effective practice


We implemented the seven principles of Chickering and Gamson (1987) in a variety of ways, depending on how appropriate each principle is to a particular situation or course context. Let me explain how we implement each principle.

Frequent contact between students and faculty is facilitated by participation in the discussion forums by at least one of the instructors and by answering all e-mails promptly. We outline in the introductory unit of the class that “prompt response” means an answer within 24 hours so students do not sit waiting for an instant response.

We do not specifically implement reciprocity and cooperation between students. Using groups is the most common way to do this but our class size has been too small to form groups. However, we use the discussion forum extensively to share ideas, both student-to-student and between students and instructor.

Active learning techniques involve the student doing exercises, reflecting on those activities and writing about them (Bonwell and Eison 1991) Every topic requires the student to do something, whether it is a soil analysis, a disease control simulation or developing a budget. The students then discuss their results in the appropriate forum with moderation and comments from the instructor. For example, the Arborist Practices unit discussion requires students to find and photograph a poorly pruned tree. They include the photograph in their initial postings and we talk about what was done and how to implement proper pruning standards when working on each tree. This discussion frequently turns into an “ugliest tree” contest as students strive to find particularly striking examples of poor pruning practice.

Prompt feedback is essential for students who are venturing into new fields but it can be challenging to implement. One the one hand, we as instructors need to quickly respond to the students' work with constructive comments to boost student self-esteem and validate their good work. On the other hand, commenting too quickly in the discussion forum can put a "cap" on the discussion if the other students perceive "the expert teacher" has said the final word. This can be difficult if you are using a "guide" style of teaching because students are conditioned to regard the teacher as the "authority"; too rapid a response from the authority figure tends to stop further discussion (Ganley 2006). Prompt feedback is also essential to keep students motivated. Sometimes I limit my initial comments to "Good job, what's next?" I hope this sort of short comment is positive yet allows the other students to feel like they can still contribute to the conversation. Other times I respond privately in an e-mail to student postings. This allows prompt feedback without risk of ending the discussion.

The time students spend reflecting on their activities, and then writing about them is time spent on task and well worth the student's effort (Keeton 2004; Ganley 2006). Elbow (1994) found students learn the most when they write the most. We induce the students to engage in reflective writing by making their participation in the discussion forum worth 1/3 of their grade. We provide the discussion exercises to have students write on their experience. They think they are earning a grade but we know they are learning more than they imagined.

High expectations are communicated by giving the students real problems to solve or analyze (Keeton 2004). We use real examples of problems and situations for the students to work with. For example, in the Urban Wildlife unit, students develop a landscape plan for a city park to attract desirable wildlife. They frequently design sophisticated plans using dozens of different plant species with reasons for each plant.

Showing respect for diverse talents and ways of learning of students means using a variety of teaching methods to complement the variety of student learning styles. Some students learn better by reading so we offer extensive reading material. Others do best with the hands-on exercises. Some excel in the discussions, others are better at the written reports. Success in their preferred method of learning leads to success in other modes.


Discussion format


While we could use tests administered at test centers or proctored by an approved person in distant locations we chose to grade students using discussion postings for several reasons. First, due to the relative anonymity of the online environment, instructors cannot be sure who is actually typing test answers. Discussion postings contain elements of social presence and provide information about the student as well as their understanding of the topic. The instructor can form an accurate estimate of student understanding and be confident it is the student writing answers. Second, writing about the topic allows the student time to think reflectively about it and clarifies their understanding. This reflective time on task is key to increased understanding (Meyer 2003). Third, discussions also help bond students into a common community of interest. They work harder at understanding the topic when they are working together on a common goal. Successful discussions require all the students to be on the same topic at the same time, hence the requirement for students to begin and end the class together. Lastly, discussion also accommodates multiple viewpoints and allows students to share them in a much less formal and threatening environment.

Grading based on discussions has some drawbacks. It is a subjective process open to bias for or against the student. It is time-consuming as the instructor must read and reflect on each posting to determine if the student is showing any progress on learning objectives before assigning a grade. Perhaps the biggest drawback is that students are unfamiliar with this process. They know and trust written tests even if they do not like them. We spend some time in the introduction unit explaining the process with the expectation students will become comfortable with this method of grading.


Course as Implemented


No educational plan, no matter how well thought out, survives its first contact with students. Some of our ideas worked well, others had to be modified. This section of the case study details our experiences in presenting the class. I first describe how the discussions and activities worked, then some of our experiences with WebCT, and then discuss changes we made to the course. I finish this section with some conclusions and recommendations for course improvement.


Sample discussion


This section describes a sample discussion, the questions we asked the students to start the discussion, our responses, what made a good student posting, what made a weak student posting, and what we did to improve student responses.

We introduced each topic with a relatively long web page of reading for the student. Students then discussed the topic, asking questions of each other and us and sharing their insights of the topic. The general instructions for all discussion topics were:

Participate in the topic unit discussion. The following questions may stimulate comments or ideas, but please contribute any meaningful ideas whether or not they are related to the questions below.


These examples of discussion posting came from the Arborist Practices topic. The discussion questions the students were asked to address was:

What can an urban forester do when local utilities use harmful practices such as topping trees under utility lines or tunneling utility lines through tree roots? What practices should you promote to them, what benefits exist for the utility company by adopting your prescribed practices?


A sample response from a student to this question was:


Education is the key, as always. Utility workers don't get paid to make a tree look good they get paid to clear the lines. A mandatory class on how to prune would help the situation. An urban forester could teach the class once a year. They would have the knowledge, but it would be up to them to use it. They could have just as much fun cleaning and properly trimming a tree as they could topping a tree. The flip side to that is educating the homeowner. What trees will actually be small enough to grow under power lines. How to do that, I really don't know. I wish I could go home to Idaho and take a picture of my Grandpas trees. He could work for a utility company! There are topped trees, and branches that are a foot or more from the crotch. I guess it is not just utility workers who prune badly.


When students make comments such as the one above, which suggests all utility companies do not follow modern pruning standards (while not all do, the majority follow good pruning practices), I correct such misinformation.

We need to moderate the discussions if/when students veer off-topic. While the digression might be interesting to a limited set of the class, it tends to irritate those not directly involved and thus reduces the quality of the educational experience for the rest of the class.

Redesigning the discussion instructions to require more cognitive and teaching presence as described by Peltz (2003) would also improve the quality of student learning and promote the high expectations Chickering and Ehrmann find useful.


The following is a weak posting:

Mother nature is very good at pruning but really doesn't care much about what is on the ground when she prunes. (cars and people) I agree that education is the key. It would be very hard to change the way companies prune the trees but the more education they have the more likely they will be to see their errors.


This posting is full of opinions and assertions but has no evidence either from the readings or from sources outside the class to support them.

The following is an example of a good posting.

One of the problems I have noticed with cities is that the right hand doesn't know what the left hand is doing. For example when I was city forester I had a problem with the street departments cutting out roots when they fixed the side walks. We had some large ash trees that were lifting up the side walks in a part of town. Instead of checking with us they removed the old side walk removed the roots a foot below and two feet away from the side walk. This left two feet of root system from the trunk. The new side walk was put in and the job was finished with out us even knowing about what had happened. Then a month later a utility company dug on the other side of the tree in the street cutting the roots on that side. We found out about the problem when we had a wind storm and one of the trees blew over. We were lucky that no real property damage occurred and that no one was hurt. We had to remove the others trees for safety reasons. It is hard to get others to care about trees. The power dept. only cares about power, Water dept. only about water, and so on. The politics of it all can get real ugly. When you try to force people to conform they fight it. When you take a passive approach by education and helping them they will over look it. It really had to be a happy medium and pick your battles.

This posting mentions principles discussed in the topic readings and relates them to real-life examples (this is an example from a student who had been a working urban forester before going into private practice).
At the beginning of the class, we tell the students what will earn points toward a grade. Currently we award 10 points for any participation at all. A better scheme would be to award initial participation 3 points, opinions and unsupported assertions worth an additional 1 point but to earn full credit, evidence needs to be presented to support ideas, opinions and assertions.


Sample assignment


This section describes a typical assignment from the sample topic in the Appendix to illustrate how we use assignments to clarify concepts in the class.

Frame1

The activity for the Arborist Practices unit asks students to prune the above picture (Figure 1). The students need to identify the hazards present in the picture and tell how they would fix them. One of the strengths of this activity is that there are several "correct" answers but the students only get rewarded for correctly justifying their answer.

Most students prune some of the branches, especially the low-hanging branches and some of the crossing ones. They also comment that judging exactly which branches to prune is difficult to determine from the two dimensional picture. I agree with them and tell them to do their best. Less frequently, students will move the table and benches to eliminate the hazard to people. No student yet has opted to move the sidewalk.


Course assessment or evaluation


Even though course evaluation is an important component of developing and improving a class, we did not conduct any formal evaluation of this course. The online nature of the class precludes the use of paper surveys and the standard questionnaire used in face-to-face classes is not well suited to evaluating online classes. USU has recently begun a formal evaluation process for all online classes so this problem should be corrected in the future. We have used student comments as an informal evaluation process. Based on such comments, we reduced the number of assignments students are required to submit and are revising some of the readings to improve student understanding. Some comments by students suggest the class has a positive impact on attitudes and behavior towards urban trees.


Experiences with WebCT


While we use WebCT and and appreciate the many time-saving feature of this class management software, the software is not completely problem free. I describe the problems we have encountered and how we work around them.

Navigation in WebCT is not intuitive; students and faculty must be trained in using the class site. Homework must be submitted exactly as WebCT expects or it will be lost. The e-mail and discussion tools are easy to use but lack some of the abilities of dedicated programs such as the ability to easily insert images into documents. For example, students must attach a graphics file to an e-mail if they want to submit pictures. They must browse to find the file on their local computer, open it in the WebCT interface and remember to click an unobtrusive button to actually attach the file. WebCT gives no clue when it is transferring data to and from the server. Students and instructors need a great deal of patience waiting for tasks to finish before clicking on something else. Otherwise, the system will fail to complete the task and frustration builds. Some students send homework and questions to my regular e-mail account because of their frustration with the WebCT system.


Online survival skills


Students are generally unfamiliar with our online learning environment so we must provide some explanations and instruction before they can start learning urban forestry. We sometimes need to provide help just logging in to the class. Students will contact us via phone or regular email if they cannot access the class (USU provides instructor contact information when students register for the class). After students access the class, the first section outlines initial expectations. We explicitly tell students in the Introduction exactly what they are expected to do each week of the course.

This course is highly interactive and your participation in weekly discussions, activities, and assignments, will facilitate cooperative learning. You are expected to keep up with the group and to study and discuss the assigned weekly topics. Please begin your coursework early in the week as that will provide for informed and interesting discussions (and you will get more out of the class).


It may be helpful to outline a typical week. By Tuesday, I expect you will have read the material for the section, reflected on it, compared what we tell you with your experiences in life, and post your initial thoughts on the subject. This posting will typically run for more than one paragraph but not pages and pages. Later in the week, you will read the postings of all the students and respond by Friday. The instructors will check in more often and respond as well. Please, feel free to include questions and your own experiences that relate to the topic.


You will be graded on both the quality and the quantity of your contributions to the class.


At all times, however, keep in mind that we are here to learn, and learning is most effective if it is enjoyable. We are all here because of an interest in urban forestry; our challenge is to learn as much as we can about urban forestry, not just from this web site and the instructors, but from each other. We hope you will be comfortable using the discussion forum to exchange ideas and ask questions of the instructors and each other. If you want to talk about topics not directly related to the current topic, please use one of the private chat rooms or email others directly.


We have had problems in the past with extensive off-topic chatting that can be distracting to the learning process. It is sort of like whispering in class while others are trying to pay attention.


While these instructions model the teacher as an authority figure, rather than facilitator or guide, we find such explicit instruction is required at the beginning of the class to train students for success.

I learned rapidly students needed a backup method of contacting the instructors in the event of computer or class access problems. The Introduction unit of the urban forestry course lists office locations, mailing addresses, alternate e-mail addresses, and phone numbers for the instructors in the class. I include my cell phone for 24-hour access and tell the students they are welcome to call anytime. I had some concern in the beginning about potential abuse but in the 5 years of the class, there has been none; 4 or 5 times, such availability has helped students who have lost their login information, had other computer problems, or just needed to ask questions of a live person. For these reasons, I plead with students to print the introductory page as the first thing they do in the class.


Student drop rates


Online survival includes knowing when to drop out. “Going to class” by sitting in front of a computer screen, never seeing other students or the instructor face-to-face is difficult. Adapting to the less structured but still demanding time schedule and fitting college work into the rest of their life's schedule all present challenges not easy to overcome. Once students start the class and discover exactly what it entails, about one third drop out. This is in-line with averages reported in the literature (Diaz 2002). I did not keep accurate records of enrollment so I am unable to report exact numbers of students who completed the class.


Adaptations to initial course plans


Each of the 18 topics has an assignment associated with it. But requiring a written assignment or activity for each topic was too much work for the students. We now allow students the option to choose which of the two assignments to do in each week that has more than one assignment available.

We intended to have guest experts in specific fields to moderate the discussion in their field of expertise. This proved to be too much detail work for the inexperienced TA, and too confusing to students who suddenly had to respond to an unknown person. We wanted simulations for several units but only have one for the Disease section. We discovered that, while simulations can be effective teaching tools that allow students to visualize plant growth concepts, they require extensive programming skills that are beyond our present resources.


Case Study Conclusions


I have been asked “Is the class worth doing”? I assume this is because we have just a few students each time and the class takes a significant amount of time to teach and maintain each day. The answer is “yes, it is worth doing.” We do need more advertising around the country to attract more students to make it more worthwhile. Most of our students seem to think the class is worth their time, we have some who don't like the method of presentation and would prefer to take it face-to-face but are willing to put up with the Internet version to be able to learn about urban forestry.

Some of the principles of effective practice of Chickering and Gamson (1987) provide excellent guidance for interaction between student and instructor. Prompt response to e-mails, daily participation in the discussion forums, providing feedback that does not stifle discussion, and accepting novel solutions (if they meet lesson objectives) to class assignments all seem to help students learn and enjoy the class.

Grading based on discussion and activities seems to work well. By the time the class is completed, the students have produced a sufficient body of work to make grading a straightforward process. The few students who have taken an incomplete grade never do as well as students who complete the course in the scheduled time. Their discussion postings do not show the same level of understanding as students who manage to keep up in the class. This is true even with students who had been doing well but had some life crisis that forced them the take time off from the class.

Some of the topic sections need to rewritten to make the assignments easier for the students to understand what is expected. The appraisal section in particular needs to be reorganized to make clear to the student the difference between the practice exercise and the activity to hand in for a grade.

The 18 topics we cover in the class do not have a common thread connecting them. One week we are teaching soil properties and the next, we are exploring public relations. The assignments and discussions would be better teaching tools if they revolve around a unifying theme. We should unite the topics by using them to develop a complete urban forestry program for a hypothetical community. The hypothetical community could be one that has no UF program now but does have some enthusiastic citizens (class students). The students could build a UF program for their community using their own neighborhoods for examples and lab work.




CONCLUSIONS



Both the literature examined for this paper and our experience suggest the Internet can be an effective teaching tool. Significant effort is required to develop and present an online class but the results are worthwhile. Effective classes require dedicated support from the institution as well as faculty willing to venture into this relatively new field of pedagogy. It is definitely not a venture for technophobes.

Learning online is a new experience for most of our students. Training them to get past the hurdles posed by the online environment has been one of my most demanding tasks and is the primary reason I must be “in the class” every day at the beginning of each semester. Once students are comfortable with the online environment, my presence can be reduced but never completely eliminated. This agrees with the literature that emphasizes the social nature of learning in general and how unfamiliar internet-based learning is to most adults.

The class was not explicitly designed to implement the seven principles so famously articulated by Chickering and Gamson. However, Dr. Baker is an experienced instructor who knew from years of teaching what is needed. Thus the class did implement those principles in a general way.

Comments made by students have suggested ways to improve the class but a systematic assessment will both speed modifications and more accurately describe what we need to do to improve, both the material in the class and ourselves as instructors. In particular, we don't know if the class presents barriers to education that could be overcome with a more accessible design.

The literature discusses the support needed from the institution to bring a class to the students online. While the student sees only the class site, there is substantial infrastructure behind the scenes, making the class possible. Not only must the institution provides the class management software (a large undertaking in itself), it must also provide training for the instructors. USU provides training workshops and classes in both technical issues and in social issues such as how to facilitate learning rather than lecture.

The literature and our experience suggest that as enrollment increases, grading discussion could become less practical as a primary student assessment tool. We may need to develop formal tests administered by the course management software to efficiently evaluate student learning. However, the learning advantages of the discussion forums are such that I do not anticipate completely eliminating discussions.

If course enrollment increases much above 20 students per semester, we will need to split the class into smaller sections and consider limiting enrollment to keep the workload for the instructor to a reasonable level.

Knowing what I know now, I would improve the class and its learning outcomes by:

 Developing a checklist to guide the development of each topic page for teaching effectiveness and accessibility. See the checklists already developed at http://www.webaim.org/standards/508/checklist and http://www.w3.org/TR/WCAG10/full-checklist.html

 Checking each web page for accessibility and correct all problems.

 Developing a student-completed evaluation form for each topic and for the class as a whole, and make this evaluation form available as an anonymous survey instrument administered through WebCT.

 Allowing more time to write each topic section. The original time budget allowed one week for one person to write each section, develop the HTML, find and insert images and compose each page in Dreamweaver. These tasks actually took a graduate student assistant, an instructional designer and the instructor two or more weeks for each section.

 Learning the gentle art of facilitating discussions to guide the learners. It is harder to guide students through a topic than simply lecture to them because adult learners tend to explore a topic in ways the instructor may not have planned on (Peltz 2004; Ganley 2006). The results of student directed learning are worth the effort as long as the students are working on course goals and objectives.

 Implementing the discussion-grading rubric detailed by Peltz (2003) after a detailed explanation as part of the Introduction section.


Future Development


Future improvements to this course need to focus on two areas: course evaluation and student evaluation. We need to evaluate each unit to measure how well the course material helps students meet unit objectives. Were objectives clearly defined, was the material organized in a helpful way, what areas were confusing, what areas were clear? With this data in hand, we will know where to focus our energy on class development. While the current system of grading students based on discussion posting and writings seems to be working well, it is open to subjective biases. We need to consider how to incorporate more objective methods of grading, by a defined rubric for discussion postings or using written tests.

We also need to monitor student drop rates and learn more about them. Do they drop because they do not like the online environment? Did the class not meet expectations and if so, how? Is there a lack of access to necessary hardware or internet connectivity? Did they not realize just how much time would be required to succeed in the class? Understanding when they drop out and why will help us find ways to improve student success.
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Pickett, S.T.A., W.R. Burch Jr., S.E. Dalton, T.W. Foresman, J.M. Grove and R. Rowntree. 1997. A conceptual framework for the study of human ecosystems in urban areas. Urban Ecosystems 1(4):185-199.


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APPENDIX

Sample topic module

Note: this is a printout of what the student sees when they log in to the class.



Arborist Practices



Arborists engage in many practices including fertilization, irrigation, pest management, pruning, and even herbicide use. This section details two arborist practices that have not yet been addressed in this course: namely pruning, and herbicide use.


Pruning

Pruning is the purposeful removal of plant parts. The term pruning is preferred to less precise terms like trimming. The following information describes why, when, and how to prune branches from urban trees. It describes where to make pruning cuts to avoid stubs and flush-cuts, and describes why wound dressings should not be used. It refers mainly to the pruning of branches on ornamental trees; it does not include specific information on the pruning of fruit trees for fruit production, shearing or other intensive crown shaping practices, or root pruning.


Why Prune?

Reasons for pruning urban trees generally fit into three closely-related categories: health, hazard, and form. Rarely should healthy, non-hazardous branches on a tree with good form (and clear of any utility, traffic, or other problems) be pruned.


Health

Pruning for tree health includes removal of insect or disease infested branches, broken or dead branches, crowded branches, and branches or portions of trunks with included bark. The practice of pruning to "open-up" a tree's crown to encourage light penetration or air movement is generally not needed.


Hazard

Pruning to reduce hazard to people or property includes the removal of dead and decaying branches; branches that interfere with sight lines or travel along streets, driveways, or sidewalks; branches that rub against structures; thorny or spiny branches that might cause injury; and pruning for utility line clearance. Healthy, strong, properly attached branches that overhang a building do not usually pose an unreasonable safety risk and do not necessarily need to be removed.


Form

Pruning for tree form or shape involves removal of certain branches and leaving others to direct growth toward and away from certain areas. Pollarding, crown raising, and topiary all are examples of pruning for form.


When to Prune


Time of Year

Pruning can be done at any time of year with special care and knowledge, but certain times are better than others. Pruning is best done in winter or early spring before buds swell when tree energy reserves are high and the tree is dormant. Though certain trees, such as birches, maples, and walnuts, may exude sap or "bleed" when pruned at this time of year, this is not a problem and stops within a few days. During the spring growth period bark is tender and easily damaged and pruning must be done very carefully. In fall pruning wounds may be more easily infected with decay microorganisms. Though summer pruning can be done, considerable dieback may occur at the edges of summer pruning wounds, possibly due to drying of the living tissues at wound edges. Quickly wrapping such wounds with white plastic sheeting may reduce this dieback.


Time of Life

At planting time only prune branches that are dead, broken, or that have insect or disease problems. Otherwise, prune early in a branch or tree's life to avoid pruning large branches or letting serious problems develop. For maintenance pruning on established trees try to prune branches before they exceed 2 inches in diameter.


Pruning Severity

Avoid pruning off more than 20 to 25% of a tree's leaf area in any year. Pruning stresses trees because pruning wound repair requires energy from food while pruning removes leaves that make food and wood that stores food. Younger and more vigorous trees can stand heavier pruning than mature or stressed trees. If heavy pruning is unavoidable, remove branches over two or more years to reduce stress.



Pruning Techniques


Pruning Tools

S

Figure 2: Pruning tools
harp, well-maintained tools make cleaner cuts and are safer than dull tools. Use shear-type hand pruners for small twigs (sometimes called bypass pruners; anvil-type pruners cause slightly more injury than shear-type), loppers for small branches, and pruning saws for branches up to 3 or 4 inches in diameter. Good pruning saws have thin curved blades and teeth that are angled back to cut mainly as you pull rather than push.

Chainsaws should only be used for large branch removal. Bow saws are not suitable for pruning because the blade tends to wander and the handle tends to get in the way. Sterilization of tool blades between cuts (with alcohol or bleach) often is recommended to avoid spreading disease, but researchers have shown that more extensive sterilization techniques may be necessary to control the spread of some diseases.


Safety

Urban foresters commonly manage other employees and thus must not only be concerned for their own safety, but also for the safety of all the people who perform maintenance in the urban forest. It is essential that managers provide good safety training for employees on topics such as equipment and handling skills, protective clothing, removing large branches, cutting down entire trees, and (of vital importance) working around utility wires. Almost half of the deaths that occur in the tree care industry are caused by electrocution, which could have been prevented by proper training.


Legally employers are required to provide safety training:

“Employers shall instruct their employees in the proper use of all equipment provided for them and shall require that safe working practices be observed. A job briefing, work procedure, and assignment shall be worked out carefully before any tree job is begun.” - The American National Standard Z-133.1-1988


For both safety and liability reasons, pruning and other potentially dangerous activities should preferably be conducted by an insured, well-trained professional arborist (preferably certified by the International Society of Arboriculture) or by a professional forester.


Pruning near Utility lines

Pruning near utility lines should only be done by certified line clearance professionals and in coordination with the local utility company. Please read the publication on Utility arboriculture produced by the USDA Forest Service.


T

Figure 3: Line clearance pruning

Figure 4: Severe line clearance
rees planted below utility lines should at maturity be lower than the lines and larger trees should be planted away from the lines. Pruning techniques such as V-trimming or side-pruning are more aesthetically pleasing, better for the tree, and require less maintenance (in the long run) than topping trees. It is best to select species for planting under utility lines that will be less than 25 feet tall at maturity.



A training and certification program developed by the National Arborist Association called the Electrical Hazards Awareness Program (EHAP) could be used to promote safety around utility lines. The training consists of training videos and home-study booklets, in addition to the satisfactory completion of a rope and saddle aerial rescue and the completion of a Red Cross (or equivalent) CPR program.



Discussion: Harmful practices

Participate in the arborist practices discussion. The following questions may stimulate comments or ideas, but please contribute any meaningful ideas whether or not they are related to the questions below.

What can an urban forester do when local utilities use harmful practices such as topping trees under utility lines or tunneling utility lines through tree roots? What practices should you promote to them, what benefits exist for the utility company by adopting your prescribed practices?

Everywhere you look, you can find a topped or mutilated tree. Take a picture of the worst one you can find and e-mail it. We can discuss what was done and what could have been done better.


Topping


Figure 5: Topping examples

Trees should never be topped. Topping or rounding-over is the removal of branches without regard to where other branches attach, usually leaving stubs. Topping is done to gain clearance from an obstruction or to reduce a tree's height or crown spread. Sometimes cuts are made where a branch is attached, but the remaining branch is too small or weak to assume dominance.



Quick regrowth, combined with decay in the stubs, leads to poor tree health and potential hazards. Unfortunately, there is no long-term way to keep a tree small and healthy if it is naturally large, which is why tree characteristics should be matched to location characteristics prior to planting. In addition, topping looks terrible. The following are excerpts from an article that was published on May 4, 1989 in a local newspaper with the title "(City) project leaves trees branchless." Only excerpts are provided so as not to ridicule the city or people involved, who have hopefully learned better techniques since then.


An Unbelievable Topping Example

"

Figure 6: Unbelievable tree topping example
Despite a massive tree-topping project that stripped mature shade trees along North State Street of almost all of their branches and limbs, many residents living along the highway seem pleased with the project."

"But experts say the green ash trees will be permanently weakened and damaged by the pruning project."

"Public Works Director (name removed) said the trees are 20-25 years old and were 'totally out of control' before the topping project. The trees were creating a traffic hazard along North State, he said, and never had been trimmed."

"But (name removed) of the (some state) Highway Department, said the trees were carefully pruned in 1971."

The public works director also said, "In two or three years they will look as pretty as they did before. This is really not a big deal for the City."

A homeowner on the street said, "There certainly won't be any shade from the trees this summer. If I had been in charge of the project, they wouldn't have been cut back nearly as much as they were."



Figure 7: Pruning at the branch bark ridge
An Alternative to Topping: Directional Pruning

Directional pruning is the removal of branches with natural target cuts to guide growth away from certain locations. It is commonly used to keep branches out of utility lines without topping, but it is useful in many other circumstances. Just start at the tip of the branch to be removed and follow it back to where it meets another healthy branch that can remain on the tree and that is large enough to assume dominance (at least 1/3 the diameter of the branch to be removed). Remove unwanted branches with natural target cuts as described below.


Where to Cut: Natural Target Pruning

Good pruning involves removing as much of the branch as possible without leaving a stub or flush cutting. Good pruning cuts are called natural target cuts by arborists, who use two targets on the tree to show them where to make the cut. These targets are the branch bark ridge (BBR) and the branch collar. The BBR is an area of excess bark that accumulates where two branches meet. It extends down the branch or trunk on either side of the branch crotch. The branch collar is (typically) a swollen, wrinkled area at the branch base where branch and trunk (or branch and branch) tissues come together.

A natural target cut leaves the BBR and branch collar on the tree without leaving a stub. Such a cut passes just outside the BBR on top and usually slants out and down, leaving a bump but no stub (from A to B on figure 1). Sometimes the swollen branch collar extends all the way around the branch base and the resulting cut is more vertical. Though the "targets" usually are easy to see on most broad-leaved trees, some trees like sycamore constantly lose bark and don't accumulate a BBR. Conifers also may not accumulate a typical BBR. In both cases, just cut outside any swollen or wrinkled branch collar.


Wound Closure

N

Figure 8: Woundwood growth pattern after pruning cuts
atural target cuts start to seal over quickly and woundwood, sometimes called callus, forms at the wound edges (callus forms first and becomes woundwood as it matures and becomes woody). Woundwood usually forms in a continuous ring around a natural target cut, eventually sealing over the wound as it grows together. Gaps in the woundwood at the top and/or bottom indicate flush-cuts, cuts that were made too close to the stem (see figure 8). Though such wounds may eventually seal, they have a greater chance for dieback, decay, and crack formation than natural target cuts. The term "seal," rather than "heal," is used to describe tree wound closure, since the wound still exists inside the tree even after it no longer shows on the outside.


Pruning Dead Branches

Shortly after a branch dies a swollen ring of woundwood starts to form around its base. A branch protection zone also forms in the wood at the branch base. This zone contains chemicals that help the tree resist microbial attack. Cut off dead branches just outside the live woundwood without leaving a stub (see broad-leaved diagram above). Promptly remove large dead branches since they pose significant hazards.



Pruning Large Branches and Narrow Angles

Remove large branches with a three step cut: an undercut one-third of the way up through the branch one or two feet out from the trunk (to prevent bark stripping), a top cut directly into or slightly outside of the undercut to remove most of the branch weight, and a final natural target cut that removes the stub. Final cuts can be made from the bottom up to the crotch (B to A in figure 9) if the branch angle is tight and tools won't fit in the crotch.


Pruning Leaders or Co-dominant Stems

P

Figure 9: Crown reduction cut location
runing to remove a leader or main stem sometimes is called crown reduction. A leader can be pruned off where another branch is attached if the remaining branch is healthy and vigorous and at least 1/3 the diameter of the leader to be removed (so a 6" leader could be removed at a 2" branch). Also, no more than about one-quarter of the foliage should be removed from the branch that is being shortened. The final pruning cut should be on the other side of the BBR sloping out and down with the bottom of the cut straight across from the bottom of the BBR. As before, the BBR remains on the tree and no stub is formed. CO-dominant stems (stems nearly equal in size) are pruned similarly.


Included Bark

Sometimes the bark where two branches meet turns in instead of out, forming a seam of included bark inside the tree instead of a BBR. Areas of included bark often die and become decayed. These areas are naturally weaker than branch attachments with normal BBRs. Included bark is especially common on certain species or cultivators, like Bradford pear and littleleaf European linden, but can be found on any tree. It also is more common where branches attach to one another at a very narrow angle, but can occur with wide attachment angles.

Avoid purchasing trees with included bark. Don't prune off all branches with included bark (on some trees nothing would be left), but watch for signs of dieback or cracks extending down from the crotch below the bark seam. Remove a branch that has included bark by cutting from the open crotch down and out (or cut up to the crotch). This actually leaves a small stub on or in the tree, but cutting farther down may cause serious trunk wounds.


Wound Care

Pruning wounds and other tree wounds should be left open to the air, with no covering or dressing (see exception below). Though various paints, shellacs, and tar-like materials are available for treating wounds, none have been shown to slow or prevent decay or promote wound healing or sealing. In fact, research has shown that such dressings can actually promote decay by keeping the wound protected and moist — perfect conditions for the growth of decay microorganisms.

An exception is the use of white polyethylene sheeting to wrap wounds made in summer when conditions are hot and dry, or when pruning elms and oaks (wound dressing or paint will discourage the insects that carry the Dutch elm disease and oak wilt fungi). Wrapping wounds with such sheeting (preferably within minutes of pruning) results in less dieback and better healing than with unwrapped wounds. Wrapping can be held on the tree with tape and can be removed in two or three weeks.

In the past it was common practice to shape or scribe wounds to promote healing; however, scribing simply makes wounds larger and is not needed. Wounds from natural target pruning usually heal well on their own. Always remove any loose bark or pieces of wood that stick out from a wound.

Texas A&M Extension provides extensive information on the website Follow Proper Pruning Techniques at http://aggie-horticulture.tamu.edu/extension/pruning/pruning.html

Activity: Pruning a Picture

Complete one of the following activities.

*

Examine the pruning activity picture (figure 10). Identify which branches to prune and tell us your reasons why. Indicate where to make each pruning cut. Either modify the picture to illustrate the pruning, or use a text description of the picture to explain what you would do.
*

Figure 10: Pruning a tree activity picture

*

Take a picture of a poorly pruned tree and a properly pruned tree (either during the pruning or after the fact). Explain how the first tree was improperly pruned and what pruning should have taken place and explain the correct process that was followed in pruning the second tree.

E-mail or snail mail the assignment to the TA. (note if you use regular mail please e-mail the TA that it is coming that way).


H

Figure 11: Herbie does herbicide

erbicide Use


Herbicides are used in the urban forest to control undesired vegetation on both a small and a large scale. The decision to use herbicides in the urban forest should be made only after several factors are considered including safety, environmental impact, and public opinion.


While herbicides can reduce competition from herbaceous weeds so that newly planted trees are given a boost in survival or early growth, when carelessly applied, they damage non-target trees and vegetation. Common lawn herbicides, which are sometimes combined with a fertilizer to form a "weed and feed" product, can be damaging and even deadly to trees. Trees are especially susceptible after heavy rains, or when the tree is stressed from other conditions such as recent transplanting or insect infestations. Spray drift from herbicides applied near trees is another common source of unintended damage from herbicides.


Leaf curl and distortion are the most common symptoms of herbicide injury. Higher concentrations of herbicide (for instance if applied directly under the tree canopy) can cause serious defoliation or even tree death.


Recovery from minor herbicide damage can be promoted through watering and fertilization, but for the most part it will just take time for injured trees to recover.

How a herbicide affects a plant at the tissue or cellular level is available from the Purdue University Herbicide Mode-of-Action summary at http://www.btny.purdue.edu/weedscience/moa/index.html.


Discussion: Herbicide Resistance

Participate in the arborist practices discussion. The following questions may stimulate comments or ideas, but please contribute any meaningful ideas whether or not they are related to the questions below.

Could plant resistance to herbicides actually be used in a good way?

Check out this article to see some innovative research into herbicide resistance.

How could herbicide resistance be useful for urban foresters?


References and Resources


How to Prune trees guide by the US Department of Agriculture.

Adapted from the brochure Homeowner's Guide for Beautiful, Safe, and Healthy Trees from the USDA-Forest Service Northeastern Forest Experiment Station. www.fs.fed.us/ne/newtown_square/publications/brochures/pdfs/for_homeowners/guide_homeowners.pdf (accessed 8/3/2007)


Tree Care a journal produced by the National Arborist Association ( now the Tree Care Industry Association), has semi-technical articles written for the working tree care person. 128.241.193.252/Public/pubs_tci_magazine.htm. (accessed 8/3/2007).


Ryan, H. D. P. III. 1991. Safety in the urban forest. Women in Natural Resources 12(3):29-32.


For an extensive bibliography of hazard tree management,literature, see www.fs.fed.us/r10/spf/fhp/hazard/biblio.htm (accessed 8/3/2007).

Wednesday, December 12, 2007

URBAN FORESTRY ONLINE:
LITERATURE REVIEW
AND CASE STUDY
by
James Douglas Hubbell
A Plan B report submitted in partial fulfillment
of the requirements for the degree
of
MASTER OF SCIENCE
in
Forestry
Approved:
__________________ ______________________
Frederick Baker Dale Blahna
Major Professor Committee Member
____________________
Michael Kuhns
Committee Member

UTAH STATE UNIVERSITY
Logan, Utah
2007
ii
Copyright © James Hubbell 2007
All Rights Reserved
iii
ABSTRACT
Urban Forestry Online: Literature Review and Case Study
by
James Hubbell, Master of Science
Utah State University, 2007
Major Professor: Dr. Frederick Baker
Department: Wildland Resources
This paper considers the question: Is teaching urban forestry online feasible and
practical? The short answer is "Yes" but effective teaching online requires knowledge of
the principles of online education. There is no research literature specifically about online
urban forestry education; this literature review is devoted to online education in general.
Online teaching is more than just technology (although the technology is necessary and
must be used effectively); online teaching is a social process that requires the active
presence of an instructor. The principles that guide the development and presentation of
an online class are discussed. The case study describes our experience while preparing
and teaching the online urban forestry class. Students and faculty need to be trained how
to use the online environment before they can learn/teach the class material. Effective
online teaching takes as much time and effort as effective classroom teaching.
(67 pages)
iv
ACKNOWLEDGMENTS
This paper would not be possible without the constant support of my dearly
beloved wife, Mary Ann. Her tireless devotion to making my life better, her constant
concern for every aspect of my life and how I might improve, her thoughtful critiques of
drafts of this document, and her insight into urban forestry in general have made this
paper possible.
Dr. Baker's kindness in taking me on as a graduate student, his patience with my
learning speed, and diligent efforts to refine my writing are deeply appreciated.
Others who have made this possible include but are not limited to: Dr. Mike Kuhns, Dr.
Craig Johnson, Dr. Dale Blahna, Ms. Loralie Cox, Mr. Jerry Goodspeed, and all the
students in the urban forestry class who have made comments and endured my efforts to
learn this process.
Finally, I would like to thank my parents, Robert and Marjory Hubbell, who instilled
a love of trees and forests in my early youth, prevented me from an early death as a
logger, and encouraged me in this endeavor, including nagging and bribery as necessary
to actually complete this degree process. My heartfelt thanks to all.
Jim Hubbell
v
CONTENTS
Page
ABSTRACT........................................................................................................................3
ACKNOWLEDGMENTS...................................................................................................4
LIST OF FIGURES.............................................................................................................7
LITERATURE REVIEW....................................................................................................1
Introduction..............................................................................................................1
Urban Forestry.........................................................................................................2
Online Education.....................................................................................................4
Training instructors in online pedagogy..............................................................5
Technology training.............................................................................................6
Student learning and training students to learn....................................................7
Instructional Design.................................................................................................8
Student assessment...............................................................................................9
Faculty support...................................................................................................11
Copyright...........................................................................................................12
Course assessment or evaluation.......................................................................14
Distance education accessibility........................................................................15
Educational infrastructure..................................................................................16
Course management software............................................................................17
Literature Review Conclusions..............................................................................18
URBAN FORESTRY CLASS CASE STUDY.................................................................21
Introduction............................................................................................................21
Course Preparation.................................................................................................22
Instructional Design...............................................................................................24
Principles of effective practice...........................................................................25
Discussion format..............................................................................................27
vi
Course as Implemented..........................................................................................29
Sample discussion..............................................................................................29
Sample assignment.............................................................................................31
Course assessment or evaluation.......................................................................32
Experiences with WebCT..................................................................................33
Online survival skills.........................................................................................34
Student drop rates..............................................................................................35
Adaptations to initial course plans.....................................................................36
Case Study Conclusions.........................................................................................37
CONCLUSIONS................................................................................................................39
LITERATURE CITED......................................................................................................43
APPENDIX.......................................................................................................................50
vii
LIST OF FIGURES
Figure Page
1 Pruning a picture: Activity for the Arborist Practices unit............32
2 Pruning tools.................................................................................52
3 Line clearance pruning..................................................................53
4 Severe line clearance.....................................................................53
5 Topping examples.........................................................................54
6 Unbelievable tree topping example..............................................55
7 Pruning at the branch bark ridge...................................................55
8 Woundwood growth pattern after pruning cuts.............................56
9 Crown reduction cut location........................................................57
10 Pruning a tree activity picture.......................................................58
11 Herbie does herbicide...................................................................59

LITERATURE REVIEW
Introduction
This paper attempts to answer the question of whether the internet is a practical tool
for teaching urban forestry. I am unaware of any papers that specifically address teaching
urban forestry online, despite diligent searching. However, the literature of online
education in general is fairly extensive. A search of the Digital Dissertations collection
through the Utah State University (USU) library found 666 dissertations nationwide in
the last 5 years on distance education. There are at least 40 journals publishing articles
about online education (Holmes 2004). Based on volume alone, the literature suggests an
intense interest in teaching online throughout the educational industry.
As our society becomes more urbanized, there is an increasing need for foresters
trained to manage forests and trees in urban settings, with a corresponding increase in the
need for training classes and programs (Miller 1996). However, many otherwise
interested students cannot attend face-to-face classes. The internet shows potential to
overcome these scheduling difficulties, hence my interest in determining if the internet is
an effective teaching tool or just a passing fad.
Online education (internet only, with rapid interaction between student and
teacher) is a subset of the broader field of distance education (TV, mailed materials, and
internet) (Mayadas et al. 2003). However, both this paper and the literature use the terms
synonymously. Also note, the scope of this paper is limited to issues of interest to
individual instructors. I do not address issues of interest to administrators or students.
This paper begins with a short discussion of what urban forestry is and why it is
important to learn. Then, in the literature review, I discuss why instructors are necessary
to make the learning process effective. Next, I investigate the principles that guide the
design of successful classes. I discuss some major considerations in presenting online
classes. I conclude the literature review by summarizing the principles and considerations
that are essential to effective online education.
The case study reports our experience teaching the urban forestry class online and
is closely linked to the literature review because the principles reported in the literature
form the basis of my analysis of the conduct of the class. Briefly, I discuss the
instructional design of the class, how we implemented the seven principles articulated by
Chickering and Gamson (1987) and the content of the class. I conclude the case study and
the paper with a discussion of how well our experience conducting this class agrees with
the literature.
Urban Forestry
Urban forestry is the planning for and management of urban greenspaces (Miller
1996). Urban greenspaces are characterized by their close association with people
(Nowak et al. 2001). People need trees; trees must be managed to meet the needs of
people in urban settings (Talbott 1976; 1978, Ulrich 1978; Schroeder 1986; Hartig et al.
1987; Miller 1996) To meet these management needs, urban foresters develop programs,
ordinances, and policies for managing community trees (Treiman and Gartner 2004).
Community trees include all trees on public property; that is, street trees, city park trees
and trees in other publicly owned settings. Trees on private property are also part of the
urban ecosystem and need to be included in management planning (Elmendorf et al.
2003). An urban forester must understand all of the elements of the urban ecosystem that
trees grow in (Smith 1983; Machlis and Force 1997; Pickett et al. 1997). While publicly
funded urban foresters work primarily with public trees, they may also advise private
homeowners who need help managing private trees. Where insects or diseases cross
ownership boundaries, the urban forester finds ways to work effectively with all
landowners.
Specific skills the urban forester needs include but are not limited to (Baker personal
communication 2006; California Urban Forests Council 2007):
 Knowledge of how trees grow in the urban environment
 Pests and diseases of urban trees and how to control them
 Diagnosing tree health
 Urban soils, irrigation and fertilization needs and practices
 The urban environment and how it affects trees
 Landscape planning
 Arborist practices
 Program planning and budgeting
 Hazard tree analysis and mitigation
 Tree appraisal and inventory
 Tree ordinances
 Selecting appropriate trees for specific sites
 Knowledge and use of effective planting practices
 Public relations, working with the public, public officials, and agencies
 Effective communication with all stakeholders
Online Education
Education is a social process requiring interaction between students and
instructors (Rourke et al. 2001). Sims et al. (2002) argue that online education is more
than simply putting course schedules and readings online. Phipps and Merisotis (1999)
conclude motivation and learning style of the student, skill of the instructor, and design of
the learning tasks are more important than technology in determining teaching
effectiveness. Unless a course takes advantage of the multi-media and interactive
attributes of the internet to engage student learning, it "does not equate to online learning"
(Sims et al. 2002). This reinforces the idea that good online teaching takes advantage of
the unique capabilities of the internet to facilitate rapid interaction amongst learners, and
between learners and faculty, to build knowledge (Twigg 2003).
One might think teaching online could be entirely unattended by the instructor,
but without daily instructor presence, answering questions, responding to discussions and
posing new questions, students may lose interest and either fall behind or drop out
( Gorham 1988; Rourke et al. 2001; Richardson and Swan 2003). Instructors need to
model social processes online by relating stories that occur outside of class, calling
students by name, or using humor as appropriate to maintain student interest in the class
(Gorham 1988; Rourke et al. 2001).
Training instructors in online pedagogy
Teaching effectively at a distance, whether online or using other technologies,
requires faculty to engage students in active learning rather than passive lecture note
taking ( Twigg 2003; Keeton 2004). This frequently requires a major change in faculty
mindset (Beaudoin 1990). Two social issues inhibit faculty when adapting to online
education. One is the different role of the instructor as "guide on the side" rather than
"sage on the stage," facilitating learning rather than "pouring knowledge into empty
vessels" (King 1993). The other social issue is a general unfamiliarity with the technical
environment of online teaching. Facing a computer screen and "talking" via discussion
forums and e-mail instead of seeing actual faces is quite different (Schifter 2000). Online
instructors need training to facilitate learning and to coach students in problem solving
rather than simply providing answers in the more familiar, but less effective, lecture style
of instruction (Twigg 2003). While most universities offer online or face-to-face
workshops to improve faculty proficiency in the software skills needed for online
teaching, fewer universities train faculty to facilitate and guide adult learners (Moore et
al. 2005).
Many resources are available to train instructors in effective online pedagogy. One
of the frequently cited resources is Implementing the Seven Principles: Technology as
Lever (Chickering and Ehrmann 1996). Briefly stated, these principles are to encourage
contacts between students and faculty, promote reciprocity and cooperation among
students, encourage active learning techniques, provide prompt feedback, emphasize time
on task, promote high expectations, and respect diverse talents and ways of learning.
Chickering and Ehrmann (1996) provide examples of implementing each of their
principles. For example, the variety of communication tools available with the internet,
E-mail, chat rooms, and asynchronous discussion forums can provide more interaction
between students and faculty than contacts that are limited to class time and office hours.
Another resource for training faculty is is the faculty/professional development
program at the TLT Group webpage (Gilbert 2006), a collection of ideas to help faculty
learn easy-to-use software or techniques for teaching on the web. Low threshold activities
(LTA) are applications or actions that take the student and instructor away from teachercentered
instruction and towards learner-centered instruction (Gilbert 2002). They are
easy to implement using commonly available software and do not require major paradigm
shifts on the part of either instructors or students. Each LTA costs little in time, effort or
support to implement. The cumulative effect however is "positive long-term change" in
the learning environment for both instructors and learners (Gilbert 2006). The LTAs are
presented in a "how-to" format with explicit directions on how to do them. A few
examples are: how to improve students' time on task, how to detect and prevent
plagiarism using the Internet, and how to improve students' ability to properly cite
resources in their papers. A number of additional LTAs describe techniques to help
instructors reduce the effort of grading and lesson development tasks so they can devote
more time to student interaction.
Technology training
While mentors and face-to-face workshops can effectively train faculty, university
sponsored websites may play an important role. Every university website I visited in the
course of researching this paper has some sort of online training to upgrade faculty skills
in course development and presentation. See Guiding Principles for Faculty in Distance
Learning (IHETS 2007), For Adult Educators at the California Distance Learning Project
(California Distance Learning Project 2006) or the Faculty Assistance Center for
Teaching at USU (USU FACT 2006c) for examples. Typical skills taught include how to
use WebCT, how to design a website, and how to detect and prevent online cheating
(USU FACT 2006a).
Student learning and training students to learn
Even though this paper focuses on teaching online, the goal of distance education is
effective student learning (Beaudoin 1990). Students learn when they acquire new
information, assimilate it in the context of their previous knowledge, and refine their
understanding through online discussion with fellow students and instructors (Schank
1995). Learning and communicating with others who have common interests forms a
"community of learners" that is motivated to understand the topic of interest, look for
solutions to common problems and find success in such understanding (Schank 1995;
Ragan 2000; Lobel et al. 2002). Students learn better by doing than by listening to
someone talking about doing (Schank 1995; Twigg 2003). Thus teaching online can be
effective if the course engages students in active learning, students receive prompt
feedback on homework and tests, the course encourages student-to-student interaction,
and the course emphasizes time on task (Chickering and Gamson 1987). This is true
regardless of the technology used in the class. As Williams (2003) points out, careful
attention to the design of the class is necessary to meet these requirements.
Students are more likely to succeed when they are actively engaged in learning
the material (Hartman 1995; Halstead and Martin 2001). Peltz (2003) and Hiltz (1997)
suggest allowing students to select topics to read and discuss, letting them identify key
concepts and develop exam questions to test mastery of the concept or skill and then
answer each other's questions. Presumably more instructor guidance would be needed in
the first part of the course, and less guidance would be needed as students become
familiar with the field. Shang et al. (2001) suggest letting the students read, discuss, then
do what they have learned, and then discuss again after some reflection. This process
implements the principles of experiential learning theory, where students undertake
concrete experiences, reflect on them, assimilate the new knowledge into their previous
fund of knowledge, and then test the new knowledge with new experiences (Kolb et al.
1999). This process also takes advantage of the power of interaction with fellow students
and instructors to more fully develop understanding and mastery of the subject (Lobel et
al. 2002).
Instructional Design
Faculty should know who their (potential) students are, use course learning
objectives to form the organizational framework of a course, design activities and
assignments to allow students to work around other commitments, and use active leaning
techniques to promote student engagement in the material (IHETS 2007). Faculty must
consider several additional issues when developing online courses. These issues include
student learning assessment, student support services, faculty support, course
accreditation, course evaluation, technical support for faculty and students, copyright and
ownership accessibility, development cost, time, and educational infrastructure
( Chisholm et al. 2000; Twigg 2003; Williams 2003;IHETS 2007; Thatcher 2007). Each
of these will be covered is some detail here.
Student assessment
Ideally, student assessment measures progress compared to learning objectives and
how much the student has progressed from their previous knowledge or skill level. In the
online environment, students are evaluated (graded) using tests, discussion postings,
and/or written assignments. Regardless of the method, students should receive rapid and
constructive feedback (IHETS 2007).
Tests can be the traditional kind, taken once at set times during the class, or they
can be low-stakes quizzes (Twigg 2003). Low-stakes quizzes can be administered before,
during and after topic sections. Quizzes administered before beginning the topic establish
what the student knows at that point. Quizzes taken during the topic reinforce student
understanding and show the student where their knowledge is weak and needs extra
work. Grades are recorded for quizzes taken after the topic (Twigg 2003).
Using repeated quizzes as a teaching tool is facilitated in the online environment
because it does not take away from lecture time as would be the case in a face-to-face
class. Instructors can set up course management software to automate quiz
administration, thus allowing students to repeatedly test themselves without requiring the
instructor to spend extra time distributing, grading, and returning low-stakes quizzes.
Along with tests and written assignments, discussion postings can be effective
grading and learning tools. Discussion postings are more effective as learning tools if
they include social, cognitive and teaching presence (Peltz 2003). Social presence in
discussion postings is demonstrated by introducing personal comments into the
discussion. Presenting personal experience, posting pictures to illustrate a point of
interest, or mentioning events in your personal life as appropriate to let the rest of the
class know there is a real person at the other end of the computer screen. Cognitive
presence is demonstrated by introducing facts, ideas and theories into the discussion. This
is more valuable when they come from outside the class readings and the student ties
them into the topic under discussion. Teaching presence is demonstrated by such actions
as steering the discussion in useful directions, making sure students understand the topic,
detecting and dispelling misconceptions, bringing in additional information as needed, or
helping resolve those vexing technical problems that always creep in. Only discussion
postings that contain indications of social, cognitive, or teaching presence should receive
points toward grades (Peltz 2003).
Student progress can be graded by observing student interactions with each other
and with faculty (Benigno and Trentin 2000). However, interaction alone is insufficient
for student evaluation (Picciano 2002). Some students "lurk" in the online discussions
much as some students in face-to-face classes sit quietly in class discussions (Peltz 2004).
Both of these quiet types of students study for tests and can do well on individual written
assignments. Thus student grading should include more than an analysis of their
discussion participation (Picciano 2002).
Faculty support
Faculty members and institutions must recognize that teaching online classes
requires at least as much time as teaching face-to-face classes, possibly reducing the time
available for research and publication that has been the primary route to tenure and
promotion (Keeton 2004). Preparation time is the same or greater and the daily time
commitment while the class is being conducted is also just as great. The class material
must be researched, written and made available to students before the class begins.
During the actual time students take the class, the instructor's time is primarily occupied
with student interaction and grading (Schifter 2000; Lee and Dziuban 2002). Phipps and
Merisotis (2000) note the first online class experience for the instructor should be limited
to 15-25 students. As the instructor gains online teaching experience, more students can
be added without undue strain. Administrators can help hesitant instructors by
introducing them to successful online teachers who can act as mentors and by making
workshops available that teach the required skills of graphic design, web development,
programming and instructional design (Schifter 2000).
The California Distance Learning Project provides links to about 15 websites that
provide professional development help for faculty involved in distance education. These
websites help in areas such as technical skills needed, student and class assessment,
examples of good class design, research in online teaching and learning, and related skills
and knowledge useful to the online instructor (California Distance Learning Project
2006). The Distance Learning Project also has a tutorial for teachers of adults based on
lessons learned from the California adult basic education distance learning experience
since 1995. Topics covered in this tutorial include an introduction to distance learning, a
history of distance leaning, course design considerations, planning and administration of
distance learning courses, evaluation of distance learning courses and a special section
discussing online distance learning classes (California Distance Learning Project 2007).
The USU Faculty Assistance Center for Teaching (FACT) center website provides
tips on subjects including website design templates, handouts for students on preventing
plagiarism and cheating, information about copyright laws, and how to write a learner
centered syllabus (USU 2006a). They also have a section of the website that provides
some best practices where instructors can find help on using discussions as a more
effective learning tool, how to begin the class so students are interested from the start of
the semester, how to use PowerPoint effectively and how to use the library more
effectively in learning assignments (USU 2006a).
Copyright
Copyright issues must be considered in developing any course including online
courses (Crews 2003). Congress enacted the "Technology, Education and Copyright
Harmonization Act," commonly known as the TEACH Act, on October 4, 2002 to
address the needs of distance education while protecting the rights of original authors.
Copyright extends protection to the original author until 70 years after his or her death
(Crews 2003). All creative work is automatically covered by copyright regardless of the
medium used or any registration or lack of it with a copyright office. One of the few
exceptions to the rule that authors retain exclusive rights to their work is the category of
"fair use."
"Fair use" is a term not defined specifically in law but there are some guidelines that
help users and courts judge specific cases. The copyright law of 1976 and the TEACH
Act allow use of copyrighted material for "teaching (including multiple copies for
classroom needs), scholarship or research" (Crews 2003; Anon 2006). Four factors guide
decisions about what constitutes fair use: the purpose and character of the use, the nature
of the copyrighted work, the amount and substantialness of the portion used in relation to
the total work, and the effect of the use on the potential market of the work (Anon 2006).
Under the guidelines of fair use and the specific provisions of the TEACH Act,
faculty can generally use copyrighted works in courses limited to enrolled students and
for direct educational activities at non-profit educational institutions, accredited by the
appropriate agency. Non-educational uses such as using copyrighted material to advertise
a course or program to the public, even by a non-profit school, are not permitted by the
TEACH Act (Crews 2003). Use of copyrighted material by for-profit educational
institutions is not covered by the TEACH act; these institutions must seek permission for
any use of copyrighted material. The source of all copyrighted work used needs to be
cited sufficiently in the class material so anyone using the work can refer back to the
original source or author of all work used (Crews 2003). Generally for online courses,
linking to a web page from your class site is permissible because the copyright owner
retains control of the original material, while copying another person's work into your
web page removes such control and is not permissible (USU FACT 2006b; Stim 2007).
Copyright clearance can be a barrier to implementation of any course in part because of
the subjective nature of "fair use" and in part because obtaining permission from the
copyright holder can be very time consuming (Baker personal communication 2006;
USU FACT 2006b).
Faculty must know their institutions' policy on course material ownership because,
while faculty generally retain ownership of their class material, with the increasing trend
of institutions developing and marketing online courses, they may require ownership
rights remain with the institution (Williams 2003). In general, faculty at USU retain
ownership of their course materials except where the materials were developed with
substantial use of institutional resources (USU OCW 2006).
Course assessment or evaluation
Cuseo (2001) suggests that without knowing why you are conducting the
assessment, what your assessment purpose is, when, how, where, and by whom the data
should be collected, there is little purpose in doing an assessment. A formative
assessment is done to improve an existing class while a summative assessment is done to
measure the results or impact of the class (Cuseo 2001). The outcomes to be assessed
must be identified. Does the instructor need to know how well the class met student needs
or does the institution need information to justify retention of the class? These issues
should guide development of the data collection and analysis process.
Achtemeier et al. (2003) state that, because the seven principles of Chickering and
Ehermann (1996) are so widely cited in the education research literature, the principles
form a logical basis for assessing distance education course performance and student
learning. Survey instruments should specifically ask students: if they were given timely
feedback on graded assignments, if they were encouraged to express themselves, how
much time they spent on task and if that time was sufficient to succeed in the class, if
their diverse ways of learning were respected, how navigable the class web pages were,
etc. (Achtemeier et al. 2003). Benigno and Trentin (2000) suggest that students be
allowed to evaluate the educational approach adopted in the course, how well the support
materials used advance student understanding, the organizational aspects of course
activities, logistics of the class, technical aspects related to the use of the internet and the
suggested technologies, and the performance of both tutors and area experts in their
various roles as moderators, facilitators, activity leaders, trainers, etc. The specific
questions used to evaluate the course must be developed with the special needs of the
online environment in mind. The survey instrument should be evaluated each year to
ensure that they provide accurate, reliable and useful responses (Achtemeier et al. 2003).
Distance education accessibility
All courses should be accessible to anyone who wants to take them. This mandate
for accessibility comes from Section 508 of the Rehabilitation Act of 1973 that requires
Federal agencies to make their electronic and information technology accessible to
people with disabilities (Thatcher 2007). The law was needed to ensure that everyone,
including those with difficulty using computers, could access government information,
including courses offered by schools receiving federal funds (Thatcher 2007). Core
Techniques for Web Content Accessibility Guidelines 1.0 provides industry standards for
making websites accessible for anyone with Internet access (Chisholm et al. 2000). Since
every element of a course website must be accessible, they suggest using universal design
principles from the beginning of course development.
Universal design principles refer to constructing your course or website from the
beginning to be as accessible as possible for the greatest number of potential users just as
you would construct a building. For instance, people now construct all buildings in the
United States with wider, automatic doors to provide access for people with limited
mobility. Ramps or elevators supplement steps and stairs. Once inside, Braille signs help
those with impaired vision to use an ATM, find the restroom or know what floor they are
on (UFAS 1984). Likewise, web pages are best designed to conform to accessibility
standards. Proper design can make the pages available to people with impaired vision or
poor muscle control. Web browsers are available to read the content of the page aloud for
visually impaired users. These vocalizing browsers function best when the web page is
formatted using cascading style sheets instead of tables or other outdated formatting
techniques. Pages built without understanding how the screen reader interprets the page
can be nearly useless to the blind user (Anon. 2007).
Determining if a web page is accessible is straightforward. Simply go to Bobby
(http://webxact.watchfire.com/) or Webaim (http://www.webaim.org/), enter the URL of
the web page in question, then read the report generated in a few minutes.
Educational infrastructure
Educational institutions should coordinate online educational infrastructure (course
access, hardware and software requirements, library access) throughout the campus
culture. Students must learn how to use an educational system before they can learn the
content delivered by the system, so if instructors use the same web page design for every
course, students need not learn a new format for each new course (Twigg 2003). An
example of consistent course design is the classes available through USU
OpenCourseWare (http://ocw.usu.edu/Index/ECIndex_view). Using the same software
and same basic layout for all classes allows student to become familiar with the learning
environment and saves time and money for the instructor.
Using automated course management systems to handle assessment also reduces
time and cost. WebCT, and other course management programs, while not cheap, can
generate tests from a pool of questions developed by the instructor, administer them,
grade and record results automatically for True/False, Multiple Choice and Short Answer
tests (Twigg 2003).
An essential part of the educational infrastructure for online students is access to
libraries. Libraries need to be available to distance education students just as they are for
on-campus students (IHETS 2006). All the universities I have examined online have their
library catalogs and some of their collections available in this format. Typically, only
some journals are accessible in full-text. Reference materials do not circulate but
reference librarians are available to help with research needs and can be contacted by email
or phone if the student cannot visit the library in person (USU Libraries 2006).
Course management software
Course management software (CMS) controls access to and administers the course.
Students must register with the educational institution and pay tuition and fees before
being allowed into the class site. CMS provides tools to organize lesson material,
homework submission, and tests; it provides discussion forums, e-mail and chat rooms to
facilitate communication between students and instructors. Page layout, lesson material
access, assignment submission, due dates, and student access to test results are all
controlled by the instructor but administered by the software. With the requirement to log
in to the system to access the class, spam e-mail and viruses are non-existent (Cohen
2002).
Instructional tools for automated exams allow scheduling them for specific times or
after students have completed specific modules of the class. Tests and homework can be
graded automatically if they follow specific formatting using an instructor-defined
answer sheet. Homework submission can be regulated, with the instructor setting
deadlines. Grades are kept private but available to the instructor and the student. The
software also tracks times and pages viewed for each student, allowing the instructor to
monitor class usage.
Literature Review Conclusions
The literature on online eduction primarily consists of reports from educators who
have successfully used the internet to teach. I suspect educators do not report failures
unless those failures lead to later success. While there is extensive research in the field of
online education, Phipps and Merisotis (1999) concluded that much of the research
regarding online education is scientifically flawed. They found many studies lacked
controls to allow investigation of cause and effect, students were not randomly assigned
to controls or tests, and students were not stratified by learning styles. However, these
studies can be valuable because they report on the efforts of a great number of instructors
learning to use the internet to teach; we can learn from their experience what works and
what does not.
Teaching online can be effective if the course takes advantage of the multi-media
and interactive attributes of the internet to engage student learning, and if instructors
model social processes online to maintain student interest in the class. The course must
be designed to encourage contacts between students and faculty, to promote reciprocity
and cooperation among students, to encourage and use active learning techniques, to
provide prompt feedback, to emphasize time on task, to promote high expectations, and
to respect diverse talents and ways of learning. This is no different than other methods of
teaching. Indeed the basic principles of Chickering and Ehrmann (1996) that govern the
development of effective online classes are the same principles that produce good faceto-
face classes.
Effective online teaching is learner-centered, with instructors acting as facilitators of
learning rather than sources of knowledge. The key to effective online teaching is what
the students learn. They are more likely to succeed when they are actively engaged in the
material.
Effective course design must include the technological infrastructure of the course,
student support, course content and learning evaluation. Faculty must learn how to teach
in the online environment as it is not the same as teaching in traditional courses.
Copyright regulations governing online materials must be followed. Online courses must
be evaluated for effectiveness in meeting course and institution objectives as well as
student needs. Online courses need to meet standards for accessibility by all potential
students. Conformance to accepted standards is best built into the course from the very
beginning of the development process.
URBAN FORESTRY CLASS CASE STUDY
Introduction
This case study describes how we designed and implemented the urban forestry
class. I describe the lessons learned as we implemented the principles already described
in the literature review and some adaptations to the principles to meet our circumstances.
Dr. Fred Baker taught an urban forestry class at Utah State University (USU) in the
early 1990s in a traditional face-to-face mode. This class was offered at the Logan
campus but most of the students who attended came from more than 60 miles away.
Changing commitments forced Dr. Baker to stop teaching the class; however the need for
trained urban foresters remained.
As the internet matured as a teaching tool, Dr. Baker seized the opportunity to offer
the urban forestry class online while working around other schedule constraints. The
Utah State Board of Regents provided funding and active class development began in
August 2001. The class, WILD 5650 Urban Forestry, was first offered to students in
Spring semester 2002. It has been offered eight times since then (generally Spring
semester) to a total of 75 students.
About half of our students are non-traditional or mid-career professionals seeking
continuing education. A few are more traditional students at the USU Logan campus who
need three credits of elective credit and can only fit an online class into their schedule.
Most of the rest of the students are at distant locations, working on horticulture degrees.
One student moved out of state for job reasons and needed 3 credits to graduate, and this
fulfilled her needs.
Ten thousand dollars was budgeted to develop the class, the largest percentage of
which was for salaries for the instructional designer and myself as the topic
researcher/writer. Smaller amounts were budgeted for a computer and software
(Dreamweaver and Coldfusion) to write the html pages to present the material in WebCT.
Not all class development costs were directly covered by the budgeted amount. Dr.
Baker's salary, office space for the three of us, some of the computers used, and WebCT
were all supplied either by the university or Dr. Baker.
In the original proposal for the class, my responsibility was to write the web pages
from Dr. Baker's original class notes and post the pages online inside WebCT. By the
time the class development was funded, Dr. Baker understood writing course material
and building web pages were two radically different tasks that required radically different
skill sets. Krystal Kearl, an instructional designer, was hired to build the web pages and
develop exercises to enhance learning. I used the lecture notes provided by Dr. Baker
from his previous edition of the class as the basis of my research on each topic. The USU
FACT Center provided much needed technical help training me in the use of WebCT,
Dreamweaver, and other facets of course management.
While this case study reports our experience using WebCT, USU has changed to
Blackboard as their course management software since this class began and the Urban
Forestry course will begin using it as of Spring semester 2008.
Course Preparation
In preparing the class for delivery, we had to consider not only the content to be
taught but also how we would present it and how we would evaluate students to ensure
learning. The list of topics within the field of urban forestry was pared down to those we
felt appropriate to students beginning a study of the urban forestry profession. We then
selected an instructional design appropriate to each topic to enhance presentation and take
advantage of the interactive nature of the internet. Finally we developed a grading
scheme to assess student learning based on their written work and discussion
participation.
Time, logistical, and expertise constraints limited us to 18 topics in this class. These
topics were:
 Urban Environment —how people and development affect tree growth
 Public Relations—why and how to involve the public in creating and maintaining
a vibrant urban forestry program
 Fertilization —soil tests, chlorosis, timing and methods to correct nutrient
deficiencies in soil
 Irrigation —how to provide trees with water when and where they need it
 Insect and Disease Management — understand and manage the damage caused by
insects and diseases
 Diagnosing Tree Health —how to diagnose tree problems before attempting
remedies
 Stress and Abiotic Factors —how lack of nutrients, mechanical and/or pollution
damage, soil compaction and a host of other abiotic factors affect tree health
 Urban Wildlife —how to design the urban landscape to provide habitat for
desirable animals
 Arborist Practices —modern pruning techniques, safety, tools used and the
appropriate use of herbicides in urban forests
 Hazardous Trees —factors that lead to tree failure and the legal obligations of the
urban forester to manage hazards
 Litigation —common legal issues urban foresters face, the definitions of
negligence and how to prevent legal problems by establishing a hazard
management program
 Tree Ordinances —why cities need tree ordinances and some examples based on
local needs
 Tree Inventory —how to collect tree and landscape data needed to support
management decisions
 Selecting Trees —how to select trees species that will thrive in specific urban sites
and how to select healthy specimens for planting
 Tree Appraisal —how to determine monetary values of trees
 Planning —how to develop a long-term plan to guide urban forest management
 Financing a UF program —how to develop budgets and funding sources
 Programs —how to consider citizen wishes, hazard management, existing
conditions and desired future conditions in developing an urban forestry program
We devote one week to most units, but in a 15-week semester we must cover two
topics in some weeks.
Instructional Design
We used two major principles to guide the instructional design. First we tried to
incorporate the seven principles of effective practice articulated by Chickering and
Gamson (1987) into every facet of the class. Second, we used discussion to reinforce
learning and to provide a basis for grading. Arising from the discussion format, students
start and end the class together; it is not an open entry-open exit class.
Each unit has readings to introduce the student to the topic, activities to deepen
understanding, and a discussion forum. See the appendix for a sample unit. While
participation in the discussion forums is mandatory for every topic, students choose one
of the available activities to do each week. Over the semester, students will do 14 of the
18 available activities. This keeps the work load to a reasonable amount for both students
and instructors.
Principles of effective practice
We implemented the seven principles of Chickering and Gamson (1987) in a variety
of ways, depending on how appropriate each principle is to a particular situation or
course context. Let me explain how we implement each principle.
Frequent contact between students and faculty is facilitated by participation in the
discussion forums by at least one of the instructors and by answering all e-mails
promptly. We outline in the introductory unit of the class that “prompt response” means
an answer within 24 hours so students do not sit waiting for an instant response.
We do not specifically implement reciprocity and cooperation between students.
Using groups is the most common way to do this but our class size has been too small to
form groups. However, we use the discussion forum extensively to share ideas, both
student-to-student and between students and instructor.
Active learning techniques involve the student doing exercises, reflecting on those
activities and writing about them (Bonwell and Eison 1991) Every topic requires the
student to do something, whether it is a soil analysis, a disease control simulation or
developing a budget. The students then discuss their results in the appropriate forum with
moderation and comments from the instructor. For example, the Arborist Practices unit
discussion requires students to find and photograph a poorly pruned tree. They include
the photograph in their initial postings and we talk about what was done and how to
implement proper pruning standards when working on each tree. This discussion
frequently turns into an “ugliest tree” contest as students strive to find particularly
striking examples of poor pruning practice.
Prompt feedback is essential for students who are venturing into new fields but it
can be challenging to implement. One the one hand, we as instructors need to quickly
respond to the students' work with constructive comments to boost student self-esteem
and validate their good work. On the other hand, commenting too quickly in the
discussion forum can put a "cap" on the discussion if the other students perceive "the
expert teacher" has said the final word. This can be difficult if you are using a "guide"
style of teaching because students are conditioned to regard the teacher as the "authority";
too rapid a response from the authority figure tends to stop further discussion (Ganley
2006). Prompt feedback is also essential to keep students motivated. Sometimes I limit
my initial comments to "Good job, what's next?" I hope this sort of short comment is
positive yet allows the other students to feel like they can still contribute to the
conversation. Other times I respond privately in an e-mail to student postings. This
allows prompt feedback without risk of ending the discussion.
The time students spend reflecting on their activities, and then writing about them is
time spent on task and well worth the student's effort (Keeton 2004; Ganley 2006). Elbow
(1994) found students learn the most when they write the most. We induce the students to
engage in reflective writing by making their participation in the discussion forum worth
1/3 of their grade. We provide the discussion exercises to have students write on their
experience. They think they are earning a grade but we know they are learning more than
they imagined.
High expectations are communicated by giving the students real problems to solve
or analyze (Keeton 2004). We use real examples of problems and situations for the
students to work with. For example, in the Urban Wildlife unit, students develop a
landscape plan for a city park to attract desirable wildlife. They frequently design
sophisticated plans using dozens of different plant species with reasons for each plant.
Showing respect for diverse talents and ways of learning of students means using a
variety of teaching methods to complement the variety of student learning styles. Some
students learn better by reading so we offer extensive reading material. Others do best
with the hands-on exercises. Some excel in the discussions, others are better at the written
reports. Success in their preferred method of learning leads to success in other modes.
Discussion format
While we could use tests administered at test centers or proctored by an approved
person in distant locations we chose to grade students using discussion postings for
several reasons. First, due to the relative anonymity of the online environment, instructors
cannot be sure who is actually typing test answers. Discussion postings contain elements
of social presence and provide information about the student as well as their
understanding of the topic. The instructor can form an accurate estimate of student
understanding and be confident it is the student writing answers. Second, writing about
the topic allows the student time to think reflectively about it and clarifies their
understanding. This reflective time on task is key to increased understanding (Meyer
2003). Third, discussions also help bond students into a common community of interest.
They work harder at understanding the topic when they are working together on a
common goal. Successful discussions require all the students to be on the same topic at
the same time, hence the requirement for students to begin and end the class together.
Lastly, discussion also accommodates multiple viewpoints and allows students to share
them in a much less formal and threatening environment.
Grading based on discussions has some drawbacks. It is a subjective process open to
bias for or against the student. It is time-consuming as the instructor must read and reflect
on each posting to determine if the student is showing any progress on learning objectives
before assigning a grade. Perhaps the biggest drawback is that students are unfamiliar
with this process. They know and trust written tests even if they do not like them. We
spend some time in the introduction unit explaining the process with the expectation
students will become comfortable with this method of grading.
Course as Implemented
No educational plan, no matter how well thought out, survives its first contact with
students. Some of our ideas worked well, others had to be modified. This section of the
case study details our experiences in presenting the class. I first describe how the
discussions and activities worked, then some of our experiences with WebCT, and then
discuss changes we made to the course. I finish this section with some conclusions and
recommendations for course improvement.
Sample discussion
This section describes a sample discussion, the questions we asked the students to
start the discussion, our responses, what made a good student posting, what made a weak
student posting, and what we did to improve student responses.
We introduced each topic with a relatively long web page of reading for the student.
Students then discussed the topic, asking questions of each other and us and sharing their
insights of the topic. The general instructions for all discussion topics were:
Participate in the topic unit discussion. The following questions may stimulate
comments or ideas, but please contribute any meaningful ideas whether or not
they are related to the questions below.
These examples of discussion posting came from the Arborist Practices topic. The
discussion questions the students were asked to address was:
What can an urban forester do when local utilities use harmful practices such as
topping trees under utility lines or tunneling utility lines through tree roots? What
practices should you promote to them, what benefits exist for the utility company
by adopting your prescribed practices?
A sample response from a student to this question was:
Education is the key, as always. Utility workers don't get paid to make a tree look
good they get paid to clear the lines. A mandatory class on how to prune would
help the situation. An urban forester could teach the class once a year. They
would have the knowledge, but it would be up to them to use it. They could have
just as much fun cleaning and properly trimming a tree as they could topping a
tree. The flip side to that is educating the homeowner. What trees will actually be
small enough to grow under power lines. How to do that, I really don't know. I
wish I could go home to Idaho and take a picture of my Grandpas trees. He could
work for a utility company! There are topped trees, and branches that are a foot or
more from the crotch. I guess it is not just utility workers who prune badly.
When students make comments such as the one above, which suggests all utility
companies do not follow modern pruning standards (while not all do, the majority follow
good pruning practices), I correct such misinformation.
We need to moderate the discussions if/when students veer off-topic. While the
digression might be interesting to a limited set of the class, it tends to irritate those not
directly involved and thus reduces the quality of the educational experience for the rest of
the class.
Redesigning the discussion instructions to require more cognitive and teaching
presence as described by Peltz (2003) would also improve the quality of student learning
and promote the high expectations Chickering and Ehrmann find useful.
The following is a weak posting:
Mother nature is very good at pruning but really doesn't care much about what is
on the ground when she prunes. (cars and people) I agree that education is the
key. It would be very hard to change the way companies prune the trees but the
more education they have the more likely they will be to see their errors.
This posting is full of opinions and assertions but has no evidence either from the
readings or from sources outside the class to support them.
The following is an example of a good posting.
One of the problems I have noticed with cities is that the right hand doesn't know
what the left hand is doing. For example when I was city forester I had a problem
with the street departments cutting out roots when they fixed the side walks. We
had some large ash trees that were lifting up the side walks in a part of town.
Instead of checking with us they removed the old side walk removed the roots a
foot below and two feet away from the side walk. This left two feet of root system
from the trunk. The new side walk was put in and the job was finished with out us
even knowing about what had happened. Then a month later a utility company
dug on the other side of the tree in the street cutting the roots on that side. We
found out about the problem when we had a wind storm and one of the trees blew
over. We were lucky that no real property damage occurred and that no one was
hurt. We had to remove the others trees for safety reasons. It is hard to get others
to care about trees. The power dept. only cares about power, Water dept. only
about water, and so on. The politics of it all can get real ugly. When you try to
force people to conform they fight it. When you take a passive approach by
education and helping them they will over look it. It really had to be a happy
medium and pick your battles.
This posting mentions principles discussed in the topic readings and relates them to
real-life examples (this is an example from a student who had been a working urban
forester before going into private practice).
At the beginning of the class, we tell the students what will earn points toward a
grade. Currently we award 10 points for any participation at all. A better scheme would
be to award initial participation 3 points, opinions and unsupported assertions worth an
additional 1 point but to earn full credit, evidence needs to be presented to support ideas,
opinions and assertions.
Sample assignment
This section describes a typical assignment from the sample topic in the Appendix to
illustrate how we use assignments to clarify concepts in the class.
Figure 1: Pruning a picture: activity for the
Arborist Practices unit
The activity for the Arborist Practices unit asks students to prune the above picture
(Figure 1). The students need to identify the hazards present in the picture and tell how
they would fix them. One of the strengths of this activity is that there are several "correct"
answers but the students only get rewarded for correctly justifying their answer.
Most students prune some of the branches, especially the low-hanging branches and
some of the crossing ones. They also comment that judging exactly which branches to
prune is difficult to determine from the two dimensional picture. I agree with them and
tell them to do their best. Less frequently, students will move the table and benches to
eliminate the hazard to people. No student yet has opted to move the sidewalk.
Course assessment or evaluation
Even though course evaluation is an important component of developing and
improving a class, we did not conduct any formal evaluation of this course. The online
nature of the class precludes the use of paper surveys and the standard questionnaire used
in face-to-face classes is not well suited to evaluating online classes. USU has recently
begun a formal evaluation process for all online classes so this problem should be
corrected in the future. We have used student comments as an informal evaluation
process. Based on such comments, we reduced the number of assignments students are
required to submit and are revising some of the readings to improve student
understanding. Some comments by students suggest the class has a positive impact on
attitudes and behavior towards urban trees.
Experiences with WebCT
While we use WebCT and and appreciate the many time-saving feature of this class
management software, the software is not completely problem free. I describe the
problems we have encountered and how we work around them.
Navigation in WebCT is not intuitive; students and faculty must be trained in using
the class site. Homework must be submitted exactly as WebCT expects or it will be lost.
The e-mail and discussion tools are easy to use but lack some of the abilities of dedicated
programs such as the ability to easily insert images into documents. For example,
students must attach a graphics file to an e-mail if they want to submit pictures. They
must browse to find the file on their local computer, open it in the WebCT interface and
remember to click an unobtrusive button to actually attach the file. WebCT gives no clue
when it is transferring data to and from the server. Students and instructors need a great
deal of patience waiting for tasks to finish before clicking on something else. Otherwise,
the system will fail to complete the task and frustration builds. Some students send
homework and questions to my regular e-mail account because of their frustration with
the WebCT system.
Online survival skills
Students are generally unfamiliar with our online learning environment so we must
provide some explanations and instruction before they can start learning urban forestry.
We sometimes need to provide help just logging in to the class. Students will contact us
via phone or regular email if they cannot access the class (USU provides instructor
contact information when students register for the class). After students access the class,
the first section outlines initial expectations. We explicitly tell students in the
Introduction exactly what they are expected to do each week of the course.
This course is highly interactive and your participation in weekly discussions,
activities, and assignments, will facilitate cooperative learning. You are expected
to keep up with the group and to study and discuss the assigned weekly topics.
Please begin your coursework early in the week as that will provide for informed
and interesting discussions (and you will get more out of the class).
It may be helpful to outline a typical week. By Tuesday, I expect you will have
read the material for the section, reflected on it, compared what we tell you with
your experiences in life, and post your initial thoughts on the subject. This posting
will typically run for more than one paragraph but not pages and pages. Later in
the week, you will read the postings of all the students and respond by Friday.
The instructors will check in more often and respond as well. Please, feel free to
include questions and your own experiences that relate to the topic.
You will be graded on both the quality and the quantity of your contributions to
the class.
At all times, however, keep in mind that we are here to learn, and learning is most
effective if it is enjoyable. We are all here because of an interest in urban forestry;
our challenge is to learn as much as we can about urban forestry, not just from
this web site and the instructors, but from each other. We hope you will be
comfortable using the discussion forum to exchange ideas and ask questions of
the instructors and each other. If you want to talk about topics not directly related
to the current topic, please use one of the private chat rooms or email others
directly.
We have had problems in the past with extensive off-topic chatting that can be
distracting to the learning process. It is sort of like whispering in class while
others are trying to pay attention.
While these instructions model the teacher as an authority figure, rather than
facilitator or guide, we find such explicit instruction is required at the beginning of the
class to train students for success.
I learned rapidly students needed a backup method of contacting the instructors in
the event of computer or class access problems. The Introduction unit of the urban
forestry course lists office locations, mailing addresses, alternate e-mail addresses, and
phone numbers for the instructors in the class. I include my cell phone for 24-hour access
and tell the students they are welcome to call anytime. I had some concern in the
beginning about potential abuse but in the 5 years of the class, there has been none; 4 or 5
times, such availability has helped students who have lost their login information, had
other computer problems, or just needed to ask questions of a live person. For these
reasons, I plead with students to print the introductory page as the first thing they do in
the class.
Student drop rates
Online survival includes knowing when to drop out. “Going to class” by sitting in
front of a computer screen, never seeing other students or the instructor face-to-face is
difficult. Adapting to the less structured but still demanding time schedule and fitting
college work into the rest of their life's schedule all present challenges not easy to
overcome. Once students start the class and discover exactly what it entails, about one
third drop out. This is in-line with averages reported in the literature (Diaz 2002). I did
not keep accurate records of enrollment so I am unable to report exact numbers of
students who completed the class.
Adaptations to initial course plans
Each of the 18 topics has an assignment associated with it. But requiring a written
assignment or activity for each topic was too much work for the students. We now allow
students the option to choose which of the two assignments to do in each week that has
more than one assignment available.
We intended to have guest experts in specific fields to moderate the discussion in
their field of expertise. This proved to be too much detail work for the inexperienced TA,
and too confusing to students who suddenly had to respond to an unknown person. We
wanted simulations for several units but only have one for the Disease section. We
discovered that, while simulations can be effective teaching tools that allow students to
visualize plant growth concepts, they require extensive programming skills that are
beyond our present resources.
Case Study Conclusions
I have been asked “Is the class worth doing”? I assume this is because we have just a
few students each time and the class takes a significant amount of time to teach and
maintain each day. The answer is “yes, it is worth doing.” We do need more advertising
around the country to attract more students to make it more worthwhile. Most of our
students seem to think the class is worth their time, we have some who don't like the
method of presentation and would prefer to take it face-to-face but are willing to put up
with the Internet version to be able to learn about urban forestry.
Some of the principles of effective practice of Chickering and Gamson (1987)
provide excellent guidance for interaction between student and instructor. Prompt
response to e-mails, daily participation in the discussion forums, providing feedback that
does not stifle discussion, and accepting novel solutions (if they meet lesson objectives)
to class assignments all seem to help students learn and enjoy the class.
Grading based on discussion and activities seems to work well. By the time the class
is completed, the students have produced a sufficient body of work to make grading a
straightforward process. The few students who have taken an incomplete grade never do
as well as students who complete the course in the scheduled time. Their discussion
postings do not show the same level of understanding as students who manage to keep up
in the class. This is true even with students who had been doing well but had some life
crisis that forced them the take time off from the class.
Some of the topic sections need to rewritten to make the assignments easier for the
students to understand what is expected. The appraisal section in particular needs to be
reorganized to make clear to the student the difference between the practice exercise and
the activity to hand in for a grade.
The 18 topics we cover in the class do not have a common thread connecting them.
One week we are teaching soil properties and the next, we are exploring public relations.
The assignments and discussions would be better teaching tools if they revolve around a
unifying theme. We should unite the topics by using them to develop a complete urban
forestry program for a hypothetical community. The hypothetical community could be
one that has no UF program now but does have some enthusiastic citizens (class
students). The students could build a UF program for their community using their own
neighborhoods for examples and lab work.
CONCLUSIONS
Both the literature examined for this paper and our experience suggest the Internet
can be an effective teaching tool. Significant effort is required to develop and present an
online class but the results are worthwhile. Effective classes require dedicated support
from the institution as well as faculty willing to venture into this relatively new field of
pedagogy. It is definitely not a venture for technophobes.
Learning online is a new experience for most of our students. Training them to get
past the hurdles posed by the online environment has been one of my most demanding
tasks and is the primary reason I must be “in the class” every day at the beginning of each
semester. Once students are comfortable with the online environment, my presence can
be reduced but never completely eliminated. This agrees with the literature that
emphasizes the social nature of learning in general and how unfamiliar internet-based
learning is to most adults.
The class was not explicitly designed to implement the seven principles so famously
articulated by Chickering and Gamson. However, Dr. Baker is an experienced instructor
who knew from years of teaching what is needed. Thus the class did implement those
principles in a general way.
Comments made by students have suggested ways to improve the class but a
systematic assessment will both speed modifications and more accurately describe what
we need to do to improve, both the material in the class and ourselves as instructors. In
particular, we don't know if the class presents barriers to education that could be
overcome with a more accessible design.
The literature discusses the support needed from the institution to bring a class to the
students online. While the student sees only the class site, there is substantial
infrastructure behind the scenes, making the class possible. Not only must the institution
provides the class management software (a large undertaking in itself), it must also
provide training for the instructors. USU provides training workshops and classes in both
technical issues and in social issues such as how to facilitate learning rather than lecture.
The literature and our experience suggest that as enrollment increases, grading
discussion could become less practical as a primary student assessment tool. We may
need to develop formal tests administered by the course management software to
efficiently evaluate student learning. However, the learning advantages of the discussion
forums are such that I do not anticipate completely eliminating discussions.
If course enrollment increases much above 20 students per semester, we will need to
split the class into smaller sections and consider limiting enrollment to keep the workload
for the instructor to a reasonable level.
Knowing what I know now, I would improve the class and its learning outcomes by:
· Developing a checklist to guide the development of each topic page for teaching
effectiveness and accessibility. See the checklists already developed at
http://www.webaim.org/standards/508/checklist and
http://www.w3.org/TR/WCAG10/full-checklist.html
· Checking each web page for accessibility and correct all problems.
· Developing a student-completed evaluation form for each topic and for the class
as a whole, and make this evaluation form available as an anonymous survey
instrument administered through WebCT.
· Allowing more time to write each topic section. The original time budget allowed
one week for one person to write each section, develop the HTML, find and insert
images and compose each page in Dreamweaver. These tasks actually took a
graduate student assistant, an instructional designer and the instructor two or more
weeks for each section.
· Learning the gentle art of facilitating discussions to guide the learners. It is harder
to guide students through a topic than simply lecture to them because adult
learners tend to explore a topic in ways the instructor may not have planned on
(Peltz 2004; Ganley 2006). The results of student directed learning are worth the
effort as long as the students are working on course goals and objectives.
· Implementing the discussion-grading rubric detailed by Peltz (2003) after a
detailed explanation as part of the Introduction section.
Future Development
Future improvements to this course need to focus on two areas: course evaluation
and student evaluation. We need to evaluate each unit to measure how well the course
material helps students meet unit objectives. Were objectives clearly defined, was the
material organized in a helpful way, what areas were confusing, what areas were clear?
With this data in hand, we will know where to focus our energy on class development.
While the current system of grading students based on discussion posting and writings
seems to be working well, it is open to subjective biases. We need to consider how to
incorporate more objective methods of grading, by a defined rubric for discussion
postings or using written tests.
We also need to monitor student drop rates and learn more about them. Do they drop
because they do not like the online environment? Did the class not meet expectations and
if so, how? Is there a lack of access to necessary hardware or internet connectivity? Did
they not realize just how much time would be required to succeed in the class?
Understanding when they drop out and why will help us find ways to improve student
success.
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APPENDIX
Sample topic module
Note: this is a printout of what the student sees when they log in to the class.
Arborist Practices
Arborists engage in many practices including fertilization, irrigation, pest management,
pruning, and even herbicide use. This section details two arborist practices that have not
yet been addressed in this course: namely pruning, and herbicide use.
Pruning
Pruning is the purposeful removal of plant parts. The term pruning is preferred to less
precise terms like trimming. The following information describes why, when, and how to
prune branches from urban trees. It describes where to make pruning cuts to avoid stubs
and flush-cuts, and describes why wound dressings should not be used. It refers mainly to
the pruning of branches on ornamental trees; it does not include specific information on
the pruning of fruit trees for fruit production, shearing or other intensive crown shaping
practices, or root pruning.
Why Prune?
Reasons for pruning urban trees generally fit into three closely-related categories: health,
hazard, and form. Rarely should healthy, non-hazardous branches on a tree with good
form (and clear of any utility, traffic, or other problems) be pruned.
Health
Pruning for tree health includes removal of insect or disease infested branches, broken or
dead branches, crowded branches, and branches or portions of trunks with included bark.
The practice of pruning to "open-up" a tree's crown to encourage light penetration or air
movement is generally not needed.
Hazard
Pruning to reduce hazard to people or property includes the removal of dead and
decaying branches; branches that interfere with sight lines or travel along streets,
driveways, or sidewalks; branches that rub against structures; thorny or spiny branches
that might cause injury; and pruning for utility line clearance. Healthy, strong, properly
attached branches that overhang a building do not usually pose an unreasonable safety
risk and do not necessarily need to be removed.
Form
Pruning for tree form or shape involves removal of certain branches and leaving others to
direct growth toward and away from certain areas. Pollarding, crown raising, and topiary
all are examples of pruning for form.
When to Prune
Time of Year
Pruning can be done at any time of year with special care and knowledge, but certain
times are better than others. Pruning is best done in winter or early spring before buds
swell when tree energy reserves are high and the tree is dormant. Though certain trees,
such as birches, maples, and walnuts, may exude sap or "bleed" when pruned at this time
of year, this is not a problem and stops within a few days. During the spring growth
period bark is tender and easily damaged and pruning must be done very carefully. In fall
pruning wounds may be more easily infected with decay microorganisms. Though
summer pruning can be done, considerable dieback may occur at the edges of summer
pruning wounds, possibly due to drying of the living tissues at wound edges. Quickly
wrapping such wounds with white plastic sheeting may reduce this dieback.
Time of Life
At planting time only prune branches that are dead, broken, or that have insect or disease
problems. Otherwise, prune early in a branch or tree's life to avoid pruning large branches
or letting serious problems develop. For maintenance pruning on established trees try to
prune branches before they exceed 2 inches in diameter.
Pruning Severity
Avoid pruning off more than 20 to 25% of a tree's leaf area in any year. Pruning stresses
trees because pruning wound repair requires energy from food while pruning removes
leaves that make food and wood that stores food. Younger and more vigorous trees can
stand heavier pruning than mature or stressed trees. If heavy pruning is unavoidable,
remove branches over two or more years to reduce stress.
Pruning Techniques
Pruning Tools
Sharp, well-maintained tools make cleaner cuts and
are safer than dull tools. Use shear-type hand pruners
for small twigs (sometimes called bypass pruners;
anvil-type pruners cause slightly more injury than
shear-type), loppers for small branches, and pruning
saws for branches up to 3 or 4 inches in diameter.
Good pruning saws have thin curved blades and teeth
that are angled back to cut mainly as you pull rather
Figure 2: Pruning tools than push.
Chainsaws should only be used for large branch removal. Bow saws are not suitable for
pruning because the blade tends to wander and the handle tends to get in the way.
Sterilization of tool blades between cuts (with alcohol or bleach) often is recommended
to avoid spreading disease, but researchers have shown that more extensive sterilization
techniques may be necessary to control the spread of some diseases.
Safety
Urban foresters commonly manage other employees and thus must not only be concerned
for their own safety, but also for the safety of all the people who perform maintenance in
the urban forest. It is essential that managers provide good safety training for employees
on topics such as equipment and handling skills, protective clothing, removing large
branches, cutting down entire trees, and (of vital importance) working around utility
wires. Almost half of the deaths that occur in the tree care industry are caused by
electrocution, which could have been prevented by proper training.
Legally employers are required to provide safety training:
“Employers shall instruct their employees in the proper use of all equipment provided
for them and shall require that safe working practices be observed. A job briefing,
work procedure, and assignment shall be worked out carefully before any tree job is
begun.” - The American National Standard Z-133.1-1988
For both safety and liability reasons, pruning and other potentially dangerous activities
should preferably be conducted by an insured, well-trained professional arborist
(preferably certified by the International Society of Arboriculture) or by a professional
forester.
Pruning near Utility lines
Pruning near utility lines should only be done by certified line clearance professionals
and in coordination with the local utility company. Please read the publication on Utility
arboriculture produced by the USDA Forest Service.
Trees planted below utility lines should at
maturity be lower than the lines and larger
trees should be planted away from the lines.
Pruning techniques such as V-trimming or
side-pruning are more aesthetically pleasing,
better for the tree, and require less
maintenance (in the long run) than topping
trees. It is best to select species for planting
under utility lines that will be less than 25 feet
Figure 3: Line tall at maturity.
clearance pruning
Figure 4: Severe line
clearance
A training and certification program developed by the National Arborist Association
called the Electrical Hazards Awareness Program (EHAP) could be used to promote
safety around utility lines. The training consists of training videos and home-study
booklets, in addition to the satisfactory completion of a rope and saddle aerial rescue and
the completion of a Red Cross (or equivalent) CPR program.
Discussion: Harmful practices
Participate in the arborist practices discussion. The following
questions may stimulate comments or ideas, but please contribute any
meaningful ideas whether or not they are related to the questions
below.
What can an urban forester do when local utilities use harmful
practices such as topping trees under utility lines or tunneling
utility lines through tree roots? What practices should you
promote to them, what benefits exist for the utility company by
adopting your prescribed practices?
Everywhere you look, you can find a topped or mutilated tree.
Take a picture of the worst one you can find and e-mail it. We can
discuss what was done and what could have been done better.
Topping
Trees should never be topped.
Topping or rounding-over is the
removal of branches without regard
to where other branches attach,
usually leaving stubs. Topping is
done to gain clearance from an
obstruction or to reduce a tree's
height or crown spread. Sometimes
cuts are made where a branch is
attached, but the remaining branch
is too small or weak to assume
dominance.
Quick regrowth, combined with decay in the stubs, leads to poor tree health and potential
hazards. Unfortunately, there is no long-term way to keep a tree small and healthy if it is
naturally large, which is why tree characteristics should be matched to location
characteristics prior to planting. In addition, topping looks terrible. The following are
excerpts from an article that was published on May 4, 1989 in a local newspaper with the
title "(City) project leaves trees branchless." Only excerpts are provided so as not to
Figure 5: Topping examples
ridicule the city or people involved, who have hopefully learned better techniques since
then.
An Unbelievable Topping Example
"Despite a massive tree-topping project that stripped
mature shade trees along North State Street of almost all of
their branches and limbs, many residents living along the
highway seem pleased with the project."
"But experts say the green ash trees will be permanently
weakened and damaged by the pruning project."
"Public Works Director (name removed) said the trees are
20-25 years old and were 'totally out of control' before the
topping project. The trees were creating a traffic hazard
along North State, he said, and never had been trimmed."
"But (name removed) of the (some state) Highway
Department, said the trees were carefully pruned in 1971."
The public works director also said, "In two or three years
they will look as pretty as they did before. This is really
not a big deal for the City."
A homeowner on the street said, "There certainly won't be any shade from the trees this
summer. If I had been in charge of the project, they wouldn't have been cut back nearly as
much as they were."
An Alternative to Topping: Directional Pruning
Directional pruning is the removal of branches
with natural target cuts to guide growth away
from certain locations. It is commonly used to
keep branches out of utility lines without
topping, but it is useful in many other
circumstances. Just start at the tip of the branch
to be removed and follow it back to where it
meets another healthy branch that can remain on
the tree and that is large enough to assume
dominance (at least 1/3 the diameter of the
branch to be removed). Remove unwanted
branches with natural target cuts as described
below.
Where to Cut: Natural Target Pruning
Figure 6: Unbelievable tree
topping example
Figure 7: Pruning at the branch bark
ridge
Good pruning involves removing as much of the branch as possible without leaving a
stub or flush cutting. Good pruning cuts are called natural target cuts by arborists, who
use two targets on the tree to show them where to make the cut. These targets are the
branch bark ridge (BBR) and the branch collar. The BBR is an area of excess bark that
accumulates where two branches meet. It extends down the branch or trunk on either
side of the branch crotch. The branch collar is (typically) a swollen, wrinkled area at the
branch base where branch and trunk (or branch and branch) tissues come together.
A natural target cut leaves the BBR and branch collar on the tree without leaving a stub.
Such a cut passes just outside the BBR on top and usually slants out and down, leaving
a bump but no stub (from A to B on figure 1). Sometimes the swollen branch collar
extends all the way around the branch base and the resulting cut is more vertical.
Though the "targets" usually are easy to see on most broad-leaved trees, some trees like
sycamore constantly lose bark and don't accumulate a BBR. Conifers also may not
accumulate a typical BBR. In both cases, just cut outside any swollen or wrinkled
branch collar.
Wound Closure
Natural target cuts start to seal over
quickly and woundwood, sometimes
called callus, forms at the wound edges
(callus forms first and becomes
woundwood as it matures and becomes
woody). Woundwood usually forms in a
continuous ring around a natural target
cut, eventually sealing over the wound as
it grows together. Gaps in the
woundwood at the top and/or bottom
indicate flush-cuts, cuts that were made
too close to the stem (see figure 8).
Though such wounds may eventually
seal, they have a greater chance for dieback, decay, and crack formation than natural
target cuts. The term "seal," rather than "heal," is used to describe tree wound closure,
since the wound still exists inside the tree even after it no longer shows on the outside.
Pruning Dead Branches
Shortly after a branch dies a swollen ring of woundwood starts to form around its base. A
branch protection zone also forms in the wood at the branch base. This zone contains
chemicals that help the tree resist microbial attack. Cut off dead branches just outside the
live woundwood without leaving a stub (see broad-leaved diagram above). Promptly
remove large dead branches since they pose significant hazards.
Figure 8: Woundwood growth pattern after
pruning cuts
Pruning Large Branches and Narrow Angles
Remove large branches with a three step cut: an undercut one-third of the way up through
the branch one or two feet out from the trunk (to prevent bark stripping), a top cut
directly into or slightly outside of the undercut to remove most of the branch weight, and
a final natural target cut that removes the stub. Final cuts can be made from the bottom up
to the crotch (B to A in figure 9) if the branch angle is tight and tools won't fit in the
crotch.
Pruning Leaders or Co-dominant Stems
Pruning to remove a leader or main stem
sometimes is called crown reduction. A leader
can be pruned off where another branch is
attached if the remaining branch is healthy and
vigorous and at least 1/3 the diameter of the
leader to be removed (so a 6" leader could be
removed at a 2" branch). Also, no more than
about one-quarter of the foliage should be
removed from the branch that is being
shortened. The final pruning cut should be on
the other side of the BBR sloping out and down
with the bottom of the cut straight across from the bottom of the BBR. As before, the
BBR remains on the tree and no stub is formed. CO-dominant stems (stems nearly equal
in size) are pruned similarly.
Included Bark
Sometimes the bark where two branches meet turns in instead of out, forming a seam of
included bark inside the tree instead of a BBR. Areas of included bark often die and
become decayed. These areas are naturally weaker than branch attachments with normal
BBRs. Included bark is especially common on certain species or cultivators, like
Bradford pear and littleleaf European linden, but can be found on any tree. It also is more
common where branches attach to one another at a very narrow angle, but can occur with
wide attachment angles.
Avoid purchasing trees with included bark. Don't prune off all branches with included
bark (on some trees nothing would be left), but watch for signs of dieback or cracks
extending down from the crotch below the bark seam. Remove a branch that has included
bark by cutting from the open crotch down and out (or cut up to the crotch). This actually
leaves a small stub on or in the tree, but cutting farther down may cause serious trunk
wounds.
Figure 9: Crown reduction cut location
Wound Care
Pruning wounds and other tree wounds should be left open to the air, with no covering or
dressing (see exception below). Though various paints, shellacs, and tar-like materials
are available for treating wounds, none have been shown to slow or prevent decay or
promote wound healing or sealing. In fact, research has shown that such dressings can
actually promote decay by keeping the wound protected and moist — perfect conditions
for the growth of decay microorganisms.
An exception is the use of white polyethylene sheeting to wrap wounds made in summer
when conditions are hot and dry, or when pruning elms and oaks (wound dressing or
paint will discourage the insects that carry the Dutch elm disease and oak wilt fungi).
Wrapping wounds with such sheeting (preferably within minutes of pruning) results in
less dieback and better healing than with unwrapped wounds. Wrapping can be held on
the tree with tape and can be removed in two or three weeks.
In the past it was common practice to shape or scribe wounds to promote healing;
however, scribing simply makes wounds larger and is not needed. Wounds from natural
target pruning usually heal well on their own. Always remove any loose bark or pieces of
wood that stick out from a wound.
Texas A&M Extension provides extensive information on the website Follow Proper
Pruning Techniques at http://aggie-horticulture.tamu.edu/extension/pruning/pruning.html
Activity: Pruning a Picture
Complete one of the following activities.
· Examine the pruning activity picture (figure 10). Identify which branches to
prune and tell us your reasons why. Indicate where to make each pruning
cut. Either modify the picture to illustrate the pruning, or use a text
description of the picture to explain what you would do.
·
Figure 10: Pruning a tree activity picture
· Take a picture of a poorly pruned tree and a properly pruned tree (either
during the pruning or after the fact). Explain how the first tree was
improperly pruned and what pruning should have taken place and explain
the correct process that was followed in pruning the second tree.
E-mail or snail mail the assignment to the TA. (note if you use regular mail please e-mail
the TA that it is coming that way).
Herbicide Use
Herbicides are used in the urban forest to control undesired vegetation on both a small
and a large scale. The decision to use herbicides in the urban forest should be made only
after several factors are considered including safety, environmental impact, and public
opinion.
While herbicides can reduce competition from herbaceous weeds so that newly planted
trees are given a boost in survival or early growth, when carelessly applied, they damage
non-target trees and vegetation. Common lawn herbicides, which are sometimes
combined with a fertilizer to form a "weed and feed" product, can be damaging and even
deadly to trees. Trees are especially susceptible after heavy rains, or when the tree is
stressed from other conditions such as recent transplanting or insect infestations. Spray
drift from herbicides applied near trees is another common source of unintended damage
from herbicides.
Leaf curl and distortion are the most common symptoms of herbicide injury. Higher
concentrations of herbicide (for instance if applied directly under the tree canopy) can
cause serious defoliation or even tree death.
Recovery from minor herbicide damage can be promoted through watering and
fertilization, but for the most part it will just take time for injured trees to recover.
How a herbicide affects a plant at the tissue or cellular level is available from the Purdue
University Herbicide Mode-of-Action summary at
http://www.btny.purdue.edu/weedscience/moa/index.html.
Figure 11: Herbie does herbicide
Discussion: Herbicide Resistance
Participate in the arborist practices discussion. The following
questions may stimulate comments or ideas, but please contribute any
meaningful ideas whether or not they are related to the questions
below.
Could plant resistance to herbicides actually be used in a good
way?
Check out this article to see some innovative research into
herbicide resistance.
How could herbicide resistance be useful for urban foresters?
References and Resources
How to Prune trees guide by the US Department of Agriculture.
Adapted from the brochure Homeowner's Guide for Beautiful, Safe, and Healthy Trees
from the USDA-Forest Service Northeastern Forest Experiment Station.
www.fs.fed.us/ne/newtown_square/publications/brochures/pdfs/for_homeowners/guide_
homeowners.pdf (accessed 8/3/2007)
Tree Care a journal produced by the National Arborist Association ( now the Tree Care
Industry Association), has semi-technical articles written for the working tree care
person. 128.241.193.252/Public/pubs_tci_magazine.htm. (accessed 8/3/2007).
Ryan, H. D. P. III. 1991. Safety in the urban forest. Women in Natural Resources 12(3):
29-32.
For an extensive bibliography of hazard tree management,literature, see
www.fs.fed.us/r10/spf/fhp/hazard/biblio.htm (accessed 8/3/2007).

Tuesday, October 24, 2006

Urban forestry online Jan 29 2007 draft

Urban Forestry Online: A Literature Review and Case Study

Jim Hubbell

10/27/2006

Submitted in partial fulfillment of the requirements for a Master of Science Degree in Forestry



Abstract

This paper considers the question: Is teaching Urban Forestry online feasible and practical? The short answer is “Yes” but it requires some dedicated effort and a knowledge of the principles of online education. There is no research literature specifically about online urban forestry education; all the literature is devoted to online education in general. Online teaching is more than just technology but it must use technology well to be effective. The principles that guide the development and presentation of an online class are discussed. The case study, describes our experience and lessons learned while preparing and teaching the online Urban Forestry class at Utah State University.

Keywords

Online education, urban forestry, teaching effectiveness, adult education

Dedication

This paper would not be possible without the constant support of my dearly beloved wife, Mary Ann. Her tireless devotion to making my life better, her constant concern for every aspect of my life and how I might improve, her thoughtful critiques of drafts of this document and her insight into Urban Forestry in general have made this paper possible.

Of course, there has also been some help from Dr. Baker as well. His kindness in taking me on as a graduate student, his patience with my learning speed, and diligent efforts to refine my writing are deeply appreciated. Others who have made this possible include but are not limited to:

Dr. Mike Kuhns

Dr. Dale Blahna

Dr. Craig Johnson

Ms. Loralie Cox

Mr. Jerry Goodspeed

Master Rhys Gordon Harwood

Master Khy James Harwood

All the students in the Urban Forestry class who have made comments and endured my efforts to learn this process.

Finally, I would like to thank my parents, Robert and Marjory Hubbell, who instilled a love of trees and forests in my early youth, prevented me from an early death as a logger, and encouraged me in this endeavor, including nagging and bribery as necessary to actually complete this degree process.

My heartfelt thanks to all.

Introduction

Urban forestry is the planning for and management of urban greenspaces (Miller 1996). Urban greenspaces are characterized by their close association with people (Nowak et al. 2001). People need trees; trees must be managed to meet the needs of people in urban settings (Miller 1996, Hartig et al. 1987, Schroeder 1986, Talbott et al. 1978, Ulrich 1978) To meet these management needs, urban foresters develop programs, ordinances, and policies regarding the management of community trees (Treiman and Gartner 2004). Community trees include all trees on public property: street trees, city park trees and trees in other publicly owned settings. Trees on private property are also part of the urban ecosystem as well and need to be included in management planning (Elmendorf et al. 2003). While publicly funded urban foresters work primarily with public trees, they may also advise homeowners who need help managing their private trees. Where insects or diseases cross ownership boundaries, the urban forester finds ways to work effectively with all landowners.

Effective urban foresters require a working knowledge of many skills. These skills include:

Knowledge of tree growth

Pests and diseases of urban trees and how to control them

Diagnosing tree health

Urban soils, irrigation and fertilization needs and practices.

The urban environment and how it affects trees.

Landscape planning

Arborist practices

Program planning and budgeting

Hazard tree analysis and mitigation

Tree appraisal and inventory

Tree ordinances

Selecting trees appropriate for specific sites and planting practices

Public relations, working with the public, public officials, and agencies

Effective communication with all stakeholders

In other words, an urban forester is a forester who understands the social and physical environments that trees grow in (Smith 1983).

Since no one is born knowing these skills, they must be taught. This need brings us to the main subject of this paper, teaching urban forestry online. As our society becomes more urbanized, the need for urban foresters increases, (Miller 1996) with a corresponding increase in the need for training classes and programs. However, all existing classes and programs to train urban foresters are taught in a specific location and time. Many students cannot attend classes that meet at fixed times and locations; thus the internet is perceived as a way to overcome the lack of access to training for students. This paper reviews the literature of teaching online and synthesizes the principles that govern the development of an effective online class. In this paper, I use distance education (DE) and online education synonymously. I examine the use of these principles in the Urban Forestry class developed in the course of this project.

Literature review

A Google Scholar search for “distance education urban forestry” returned no papers devoted to this topic; neither did searches of the Utah State University (USU) libraries or ProQuest. However, the literature of online education is fairly extensive in the last few years. A brief search of the Digital Dissertations collection through the USU library found 666 dissertations nationwide in the last 5 years on distance education. Ann Williams (2003) reviewed distance education for her dissertation; she concluded online teaching could be effective if it is done correctly. The Asynchronous Learning Network (ALN) reports on continuing research in the field and the Sloan Consortium (Sloan-C) also has extensive information on distance education. The ALN, funded by the Alfred P. Sloan foundation, works to improve the research on asynchronous learning; Sloan-C, also supported by the Sloan foundation, is a consortium of educational institutions and organizations that share research and ideas to promote and improve online education. While there is extensive research in the field of online education, Phipps and Merisotis (1999) concluded much of the research regarding online education is scientifically flawed They found many studies lacked controls to allow investigation of cause and effect, students were not randomly assigned to controls or tests, and students were not stratified by learning styles. The papers reviewed for this paper generally do not report on experiments done with hypothesis to test, random assignment of subjects to tests and controls, etc; rather they are mostly descriptive and observations. They report what has been done, what works or not, as educators and others try to find ways to use the internet to teach.

Education as a social process

Motivation and learning style of the student, skill of the instructor and design of the learning tasks matter more than technology in determining teaching effectiveness (Phipps and Merisotis 1999). Since pedagogy is more important than technology, we might ask what the essential functions of teaching are. Teaching is the purposeful guiding of students through the material to be learned (Merriam-Webster 2005). Teachers know the goals of the educational process and how to get students there; building on the foundation of existing knowledge students have. Teachers clear up misunderstanding and confusion on the part of students and conduct structured evaluation of the learning process (Merriam-Webster 2005). Teachers can and do explain the why as well as the how of the subjects under discussion (Shulman 1986). Sims et al. (2002) argue that online education is more than simply putting course schedules and readings online. Unless a course takes advantage of the multi-media and interactive attributes of the internet to engage student learning, it “does not equate to online learning” (Sims, et al. 2002). This reinforces the idea that good online teaching uses the unique capabilities of the Internet to facilitate rapid interaction between learners, and between learners and faculty, to build knowledge (Twigg 2003a). One might think teaching online could be entirely unattended, but without daily instructor participation students may lose interest (Richardson and Swan 2003). Education is a social process and instructors need to model social processes online to develop relationships with students (Dewar and Whittington 2000). They do this by relating apropos stories of events that occur outside of class, calling students by name, or using humor as appropriate (Rourke et. al. 2001, Gorham 1988) Without this online social presence, students rapidly lose interest in the class and fall perilously behind.



Most universities offer online or face-to-face workshops to improve faculty skills in the technical side of online teaching; fewer universities train faculty to facilitate and guide adult learners (Moore, et al. 2005). However, there are resources available to train instructors in effective online pedagogy. One of the more useful resources available online is IMPLEMENTING THE SEVEN PRINCIPLES: Technology as Lever (Chickering and Ehrmann 1996). Briefly stated; these principles are to encourage contacts between students and faculty, promote reciprocity and cooperation among students, encourage active learning techniques, provide prompt feedback, emphasize time on task, promote high expectations, and respect diverse talents and ways of learning. Chickering and Ehrmann provide examples of implementing each of their principles. For example, the principle of encouraging contact between students and faculty is encouraged by the variety of communication tools available with the internet. E-mail, chat rooms, asynchronous discussion can provide more interaction than contacts that are limited to class time and office hours

Training instructors as facilitators

Using the Internet effectively requires faculty to engage students in active learning rather than passive lecture note taking (Keeton 2004, Twigg 2003a). This frequently requires a major change in mindset that instructors may have difficulty adapting to without help (Dewar and Whittington 2000, Schifter 2000, Beaudoin 1990)). They need to be willing to experiment with new teaching methods, take risks and be patient if the class does not respond as expected (Dewar and Whittington 2000). Online instructors need to learn how to facilitate learning and coaching students in problem solving rather than simply providing answers in the more familiar, but less effective, lecture style of instruction (Twigg 2003a).

A useful resource for training faculty as facilitators is Low Threshold Applications & Activities (TLT Group 2006), a collection of ideas to help faculty learn easy to use techniques for teaching on the web. Low threshold activities (LTA) are baby-step sized actions that take the student and instructor away from teacher-centered instruction and towards learner-centered instruction (Gilbert 2002). They are easy to implement and do not require major paradigm shifts. Each LTA costs little in time, effort or support to implement. The cumulative effect however is effective learner-centered instruction. The LTA are presented in a “how-to” format with explicit directions on how to do them. A few examples are how to use course management software to enable students to collaborate on group projects, how to use RSS feeds to keep students and faculty up-to-date on class particpation, and how to improve students’ ability to properly cite resources in their papers.

Student learning and training students to learn

Even though this paper focuses on teaching online, the key to distance education is what students do, not what instructors do (Beaudoin 1990). Students learn when they acquire new information, assimilate it in the context of their previous knowledge, and refine their understanding through online discussion with fellow students and the instructor (Schank 1995). Learning and communicating with others who have common interests forms a “community of learners” that is motivated to understand the topic of interest, look for solutions to common problems and find success in such understanding (Lobel, et.al 2002, Ragan 2000, Schank 1995). Students learn better by doing than by listening to someone talking about doing (Twigg 2003a, Schank 1995). Thus teaching online can be effective if the course engages the student in active learning, students receive prompt feedback on homework and tests, the course encourages student-to-student interaction, and emphasizes time on task (Chickering and Gamson 1987). This is true regardless of the technology used in the class. As Williams (2003) points out, careful attention to the design of the class is necessary to meet these requirements.



Students are more likely to succeed when they are actively engaged in learning the material (Halstead and Martin 2001, Hartmann 1995). Hiltz (1997) suggests letting students select topics to read and discuss, letting them identify key concepts and develop exam questions to test mastery of the concept or skill and then answer each other's questions. Presumably more instructor guidance would be needed in the first part of the course, and less guidance would be needed as students become familiar with the field. Shang et al. (2001) suggest letting the students read, discuss, then do what they have learned, and then discuss again after some reflection. This process implements the principles of the experiential learning theory, where students undertake concrete experiences, reflect on them, assimilate the new knowledge into their previous fund of knowledge and then test the new knowledge with new experiences (Kolb et al. 2000). This process also takes advantage of the power of interaction with fellow students and instructors to more fully develop understanding and mastery of the subject (Lobel, et.al, 2002).

Students benefit from online education in several ways. Travel time to class is reduced or eliminated, scheduling around work or other obligations is facilitated, and students gain access to courses not offered locally. Monetary costs to students and the institution may be reduced but not always (Keaton, et al. 2004, Williams 2003, Rockwell, et al. 1999).

Disadvantages of the online learning environment include the obvious requirement of access to and ability to use the Internet. Students and teachers need to become familiar with the online learning environment and adapt their personal learning and teaching styles to this medium of instruction (Dewar and Whittington 2000, Phipps and Merisotis 1999). Students must be able to solve problems with little direct assistance, and be self-starters. Time management becomes essential, as the perceived “anytime” nature of the class allows procrastination. They must be able to use e-mail, develop the ability to find and evaluate information on the internet, manage time well, and troubleshoot computer problems (WCET 2006).

Course design

Faculty must consider several instructional design topics when developing online courses. These topics include educational infrastructure, student grading, student support services, faculty support, course accreditation, course evaluation, technical support for faculty and students, copyright and ownership accessibility, money, and time (IHETS Guiding Principles 2006, Chisholm, et al. 2000, section508.gov, 2006, Williams 2003, Twigg 2003a).

Educational infrastructure

The institution should coordinate the online educational infrastructure throughout the campus culture. Students must learn how to use the system such as WebCT or Blackboard before they can learn the content of the system If instructors use the same web page design for every course, students do need to learn a new format for each new course (Twigg 2003a). An example of consistent course design is the USU OpenCourseWare web pages at http://ocw.usu.edu/Index/ECIndex_view. Many different classes taught by different instructors all follow the same basic layout, reducing the time students need to learn the course delivery system before learning the material in the course.

Student grading

Ideally, student assessment measures progress compared to learning objectives and how much the student has progressed from their previous knowledge or skill level. Students should receive rapid and constructive feedback (IHETS Guiding principles 2006). Student evaluation (grading) in the online environment is typically done in three ways: tests, discussion postings, and written assignments.

Tests can be the traditional kind, taken once at set times during the class with one grade recorded, or they can be low-stakes quizzes (Twigg 2003a). Low-stakes quizzes can be administered before, during and after topic sections. Quizzes administered before beginning the topic establish what the student knows before beginning the topic. Quizzes taken during the topic reinforce student understanding and show the student where their knowledge is weak and needs extra work. Quizzes taken after the topic is completed are usually the only grade recorded for the topic section (Twigg 2003a).

Along with tests and written assignments, discussion postings can be effective evaluation and learning tools. Discussion postings are more effective as learning tools if they include social, cognitive and teaching presence (Peltz 2003). Social presence in discussion postings is demonstrated by introducing personal comments into the discussion. Presenting personal experience, posting pictures to illustrate a point of interest, or mentioning events in your personal life as appropriate let the rest of the class know a real person is at the other end of the computer screen (Peltz 2003). Cognitive presence is demonstrated by introducing facts, ideas and theories into the discussion. This is more valuable when they come from outside the class readings and the student ties them into the topic under discussion (Peltz 2003). Teaching presence is demonstrated by such actions as; steering the discussion in useful directions, making sure students understand the topic, detecting and dispelling misconceptions, bringing in additional information as needed, or helping resolve those vexing technical problems that always creep in (Peltz 2003). Only discussion postings that contain indications of social presence, cognitive presence, or teaching presence should receive points toward grades (Peltz 2003).

It is possible to evaluate student progress by observing their interactions with each other and with faculty (Benigno and Trentin 2000). However, interaction alone is insufficient for student evaluation (Picciano 2002). Some students “lurk” in the online discussions much as some students in face-to-face classes sit quietly in class discussions. Both of these quiet types of students study for tests (we hope) and can do well on individual written assignments. Thus student evaluation should include more than an analysis of their discussion participation (Picciano 2002).

Faculty support

Faculty members and the institution must recognize that teaching Distance Education classes requires at least as much time as teaching face-to-face classes, possibly reducing the time available for research and publication that has been the primary route to tenure and promotion (Keeton 2004). The preparation time is the same or greater and the daily time commitment while the class is being conducted is also just as great. The class material needs to be researched, written and made available to students before the class begins. During the actual time the students are taking the class, the instructor’s time will be primarily occupied with student interaction and grading (Lee and Dziuban 2002, Schiffer 2000,). Administrators can help hesitant instructors by introducing them to successful online teachers that can act as mentors and by making workshops available that teach the required skills of graphic design, web development, programming and instructional design(Schiffer 2000).

While mentors and face-to-face workshops can be effective methods of training faculty, the most common form of training seems to be university sponsored websites. Every university web site I have visited in the course of researching this paper has some sort of online training to upgrade faculty skills in course development and presentation. See Guiding Principles for Faculty in Distance Learning (IHETS Guiding Principles, 2005), For Adult Educators at the California Distance Learning Project (California Distance Learning Project, 2006) or the Faculty Assistance Center for Teaching at USU (FACT 2005) for examples.

Guiding Principles for Faculty in Distance Learning spells out several principles that should guide faculty in course development. Faculty should: know who their students are, use course learning objectives to form the organizational framework of the course, design activities and assignments to allow students to work around other commitments and use active leaning techniques to promote student engagement in the material. (IHETS Guiding principles, 2006).

The California Distance Learning Project provides links to about 15 websites that provide professional development help. These links help in such areas as technical skills needed, student and class assessment, examples of good class design, research in online teaching and learning and related skills and knowledge useful to the online instructor (California Distance Learning Project, 2006). The Distance Learning Project also has a tutorial for teachers of adults based on lessons learned since 1995. Topics covered in this tutorial include an introduction to distance learning, a history of distance leaning, course design considerations, planning and administration of distance learning courses, evaluation of distance learning courses and a special section discussing online distance learning classes.

The USU FACT center provides tips on a variety of subjects including website design templates, handouts for students on plagiarism and cheating (preventing, not a how-to), information about copyright laws and how to build a syllabus. They have a section of best practices where instructors will find help on how to use discussions as a more effective learning tool, how to begin the class so students are interested from the start of the semester, how to use PowerPoint effectively and how to use the Library more effectively in learning assignments (FACT 2006).

Blogs

A developing method of material presentation is the use of blogs. A weblog or “blog” is simply a Web page built using software that allows viewers to interact directly with the page. They are useful teaching tools because students can publish their understanding of a topic in a way that allows other students to read and comment on the writing (Fertig and Trammell 2004)

Before you jump into blogging as a teaching tool, you need to learn how to use this tool properly. Fertig and Trammel (2004) suggest learning by doing. This includes blogging yourself on your field of interest, and visiting other classroom blogs for examples that may prove useful to you. Students must learn to use blogs in the learning environment. This includes how to start their own blog, how to make the blogs more public and explaining to the students the blogs are public. Many others will read what they write; their thoughts will take on a life of their own, even if mistakes or poor writing are corrected later.

There are several blogging options for the classroom, some more expensive and involved than others. The least expensive option is to adopt a free Web-based blogging service. WordPress (http://wordpress.org/ ) or Blogger (www.blogger.com) both offer free blogging software and hosting services via the Internet. Creating a blog on most of these free services takes less than five minutes and many provide options such as Web-based editing, public and private blogs, support for plug-ins (e.g., adding comments), and various templates. Most sites also have created FAQ and "Blogger Basics" sections to help with technical setup. Be aware that you get what you pay for when deciding on a particular option.

If an institution is willing and able to host blogging software on a locally maintained server, one might consider implementing products such as Movable Type or UserLand Manila. Both programs offer additional features such as tech support and multiple authors. Movable Type (www.movabletype.org) and UserLand Manila (manila.userland.com/academic) user licenses are relatively inexpensive. Moveabletype cost $39.95 for one classroom of up to 30 students; Manila Academic is $499 per year for virtually unlimited numbers of students, class blog sites and instructors.

Other online blogging resources include: Blogosphere.us (www.blogosphere.us) and Weblogg-ed (www.weblogg-ed.com). They offer news on current trends in blogs and educational blogging. In both cases, the site owners are educators who use blogging in their courses. Currently, there are two major annual conferences for blogging enthusiasts. BlogTalk (http://blogtalk.net) held in Vienna, Austria, is an international academic conference where scholars from around the world present research on blogs. BloggerCon (http://blogs.law.harvard.edu/bloggerCon), held at Harvard University, is a user-oriented conference where bloggers converge to talk about the social implications and uses of the technology. The Association for Educational Communications and Technology (ACET) conference in Dallas this year has several presentations scheduled that discuss the use of blogs in the classroom (ACET 2006).

Course assessment

Online courses must meet the same standards of educational content and currency, teaching effectiveness and student support that the equivalent face-to-face courses meet (IHETS Course evaluation 2005). With the proliferation of online programs from schools of dubious educational merit, accreditation bodies have developed new methods of evaluating programs. The six regional accreditation bodies are developing new standards for assessing courses and programs (Carnevale 2000). The new standards focus on student learning and require educational institutions to use the same diligence, educational expertise, rigor and administrative oversight in the preparation and presentation of their online classes as their face-to-face classes.

Both students and the institution should assess all courses. Due to the more technical environment and relatively new method of teaching that internet-based courses entail, this is essential if students and faculty expect to have a quality teaching/learning experience (Lee and Dzuiban 2002). The evaluation process provides information to improve the courses, both in content and teaching methods (IHETS Course evaluation 2005). Benigno and Trentin (2000) suggest that students evaluate:

  • the educational approach adopted in the course, materials used – did they advance student understanding or cause confusion?

  • organizational aspects of course activities, participation modalities (logistics) of individual students

  • technical aspects related to the use of the net and the suggested technologies

  • the performance of both tutors and area experts in their various roles as moderators, facilitators, activity leaders, trainers, etc.

Faculty committees and administration personnel should evaluate the course to determine consistency with the institution’s overall curriculum. An established process and defined criteria are needed for the evaluation to be effective (IHETS Course evaluation 2005).

The faculty teaching an online course must ensure the course material is consistent with current research and all information in the course is as accurate as possible. Factors to be considered when evaluating the class include: (IHETS Course evaluation 2005).

  • Consistency with institution curriculum

  • Is the course material current and “correct”

  • Evaluating student learning outcomes

Student support

Online students need access to the same support services the institution provides it on-campus students. These services include but are not limited to academic advising, major and career advising, tutoring, faculty mentoring, help in developing study skills, access to the bookstore, access to the libraries and financial aid (USU Student Support Services, 2006). Where the students are too far away for the institution to directly support the students, it can contract with outside support providers (IHETS student support, 2005). In practice, it seems most institutions provide some support via web pages that explain solutions to the most commonly encountered problems. Typical examples of the types of student support offered the student include technical support for students, class and library login help, research links, including instruction about how to do online research, questionnaires to determine if you have the personality traits required to succeed in online classes, and counseling and tutoring via e-mail and telephone (USU Libraries 2006, Las Positas College 2006, University of Idaho 2006). USU offers the above-mentioned services through both the library and WebCT help pages. Las Positas College and the University of Idaho offer similar services to their online students. An additional service offered by USU libraries is instant messaging with a librarian who can answer some questions about library services directly and refer the student to other sources of information as appropriate. All school sites visited during research for this paper offer some support for students, although some offer more help than others. I noticed some sites, such as USU, improved support offered as this paper was written.

Libraries need to be available to distance education students just as they are for on-campus students (IHETS student support 2006). All the universities I have examined online have their library catalogs and some of their collections available in this format. Typically, only some journals are accessible in full-text. Reference materials do not circulate but reference librarians are available to help with research needs (USU Libraries 2006).

The Distance Learner's Guide (WCET 2006) is a collection of Internet and print resources that help students learn how to learn using the Internet. These resources include self-assessment tests to determine if students have the skills and personality traits required to succeed in distance education classes.

Copyright

Copyright must be considered in developing any course. (Crews 2003). Congress enacted the “Technology, Education and Copyright Harmonization Act,” commonly known as the “TEACH Act on October 4, 2002, to address the needs of the DE environment while protecting the rights of original authors. All creative work is automatically covered by copyright regardless of the medium used or any registration or lack of it with a copyright office. Copyright extends protection to the original author until 70 years after his or her death (Crews 2003).

The basics that we need to know are that for education at non-profit educational institutions, accredited by the appropriate agency, faculty can generally use copyrighted works in courses limited to enrolled students. For-profit educational institutions are not covered by this law and must seek permission for any use of copyrighted material. Faculty must include information on copyright in their courses and must include proper citation of all work used. Permission to use copyrighted work is limited to direct educational activities. Non-educational uses such as using copyrighted material to advertise a course or program to the public, even by a non-profit school, is not covered by the TEACH Act (Crews 2003). Copyright clearance can be a barrier to implementation of courses because there are no hard and fast rules about what constitutes “fair use” (USU FACT Copyright 2006). Generally, linking to a web page from your class site is permissible because the copyright owner retains control of the original material while copying another person’s work into your web page removes such control (USU FACT Copyright 2006).

Faculty must know their institutions’ policy on course material ownership because, while faculty generally retain ownership of their class material, with the increasing trend of institutions to develop and market online courses, the institution may require ownership rights remain with the institution (Williams 2003). In general, faculty at USU retain ownership of their course materials except where the materials were developed with substantial use of institution resources (USU OCW Copyright 2006).

Accessibility standards

All courses should be accessible to anyone who wants to take them. The mandate for accessibility comes from Section 508 of the Rehabilitation Act of 1973 that requires Federal agencies to make “their electronic and information technology accessible to people with disabilities” (Section508.gov, 2006). The law was needed to ensure that everyone, including those who have difficulty using computers, could access government information. This includes courses offered by schools receiving federal funds (section508.gov, 2006). Core Techniques for Web Content Accessibility Guidelines 1.0 provides industry standards for making websites accessible for anyone with Internet access (Chisholm, et al. 2000). Since every element of a course website must be accessible, they suggest using universal design principles from the beginning of the course development process.

Universal design principles refer to constructing your building or your website from the beginning to be as accessible as possible for the greatest number of potential users. For instance, people now build all buildings in the United States with wider, automatic doors to be accessible for people with limited mobility. Ramps or elevators have replaced stairs and steps. Once inside, Braille signs help those with impaired vision to use an ATM, find the restroom or know what floor they are on. Likewise, web pages are best built from the beginning using accessibility standards. For example, all visual elements must have alt tags so a text only browser can provide some information for the blind user. Cascading style sheets should control page layout. Buttons for navigation must be large enough for a person with poor fine motor control to use with less difficulty. All screen navigation tools must have keyboard only alternatives.

Determining if a web page is accessible is straightforward. Simply go to Bobby (http://webxact.watchfire.com/) or Webaim (http://www.webaim.org/), enter the url of the web page in question, then read the report generated in a few minutes.

Cost

Teaching online does not automatically reduce costs (Williams 2003). In a study at ten universities, Twigg (2003a) found cost savings can be significant but a variety of strategies must be used school-wide to integrate potential cost saving measures. The greatest potential for cost savings comes with larger classes where the student to faculty ratio is high (Twigg 2003a). One high-cost faculty member can teach more classes and students when a variety of cost reduction strategies are used to free faculty from tedious and time consuming activities not directly related to student interaction (Twigg 2003a).

These strategies for cost savings include using online course management systems, lower cost labor such as graduate and undergraduate teaching assistants for non-academic tasks such as grading, scheduling, announcements, etc, and improving teaching effectiveness to reduce the number of times students must retake classes to achieve a passing grade (Twigg 2003a). Using the capabilities of automated course management systems to handle assessment also reduces time and cost. WebCT, while not cheap, and other course management programs can administer, grade and record results automatically if the instructor chooses to use this form of assessment. Tests can be generated from a pool of questions developed by the instructor, administered, graded, and recorded without further attention from the instructor (Twigg 2003a).

Online tutorials offer an economical way to answer the most common questions. They also form the basis of learning material presentation for a class that is completely online. Online tutorials provide the greatest potential for cost savings when several sections of the same class use the same material. The tutorials can be updated easily with new information and published immediately (Twigg 2003a).

Staffing substitutions are another way to save money. By using a teaching assistant to handle non-academic questions, the higher paid instructor can spend more time on instructional tasks with more students. Pennsylvania State University uses undergraduate teaching assistants to grade student papers and tests for even greater cost savings (Twigg 2003a).

All these cost saving techniques are more useful for large classes with several sections. The cost savings are not as great with smaller classes. Twigg (2003) reported cost savings that ranged from 16-77% with an overall average of 33% for all courses in the study. The variation in savings depended on design decisions, primarily what was done with the time faculty saved. Virginia Polytechnic University showed the most cost savings by reallocating faculty time to other courses and activities (Twigg 2003a). Courses that use readings, automatically generated and graded tests and that keep interaction primarily between students with limited instructor facilitation can be effective at higher enrollment sizes (Phipps and Merisotis 2000). Courses that use written assignments and depend on a high level of student-faculty interaction must be kept smaller; in the 9-25 student enrollment range or learning effectiveness suffers (Ko and Rossen, 2001). Schools that redirected faculty time within the same course to spend more time on student interaction rather than lecture time had lower overall cost savings (Twigg 2003a).

Case Study of an online Urban Forestry Class

History

Dr. Fred Baker taught an urban forestry class at Utah State University (USU) in the early 1990s in the traditional face-to-face setting. This class was offered at the Logan campus but most of the students came from more than 60 miles away. Changing commitments forced him to stop teaching the class, but the need for trained urban foresters remained. Dr. Baker realized an online class would meet the needs of students who cannot attend traditional face-to-face classes or programs. As the internet improved and capabilities to present classes online became available, he sought the funding to develop an online class. I enrolled as a graduate student with this class development as my project. He developed a grant proposal in cooperation with two colleagues; the Utah Board of Regents funded the necessary development costs in 2001. The name of the course is FRWS 5650, Urban Forestry. We began offering the class in the spring semester of 2002, it has been offered at least once a year ever since. We have averaged six students each time the class has been offered for a total of 43 students enrolled. About half of them have completed the class, the rest have either formally dropped or simply faded away. This drop/withdrawal rate is typical of that reported in the literature (Twigg 2003b, Oblender 2002) but certainly could be improved with improved class design.

Design

The overall goal of the course is to develop a greater understanding of the field of urban forestry. We provide an overview of the field and suggest additional resources for students who want greater knowledge of specific topics.

We cover eighteen topics in the class. They are:


 Urban Environment

 Public Relations

 Fertilization

 Irrigation

 Insect and Disease Management

 Diagnosing Tree Health

 Stress and Abiotic Factors

 Urban Wildlife

 Arborist Practices

 Hazardous Trees

 Litigation

 Tree Ordinances

 Tree Inventory

 Selecting Trees

 Tree Appraisal

 Planning

 Financing a UF program

 Programs


We double up on some of these topics to cover all of them in the 15-week semester.

We introduce each topic with a relatively long web page of reading the student must digest (see appendix for an example). Each topic includes exercises the students complete to increase their understanding of the readings. Students then discuss the topic in a discussion forum, asking questions of each other and us. The discussion on each topic takes place during a limited time because students learn best when they are all on the same topic. We grade the students based on their discussion postings and the homework they turn in. Discussion postings are graded based on a variety of instructor preferences and constitute 1/3 of the grade. Written assignments based on the topic material and outside research by the student constitute 2/3 of the grade.

Implementation

The Seven Principles of Good Practice (Chickering and Ehrmann 1996) are:

 Good Practice Encourages Contacts Between Students and Faculty

 Good Practice Develops Reciprocity and Cooperation among Students

 Good Practice Uses Active Learning Techniques

 Good Practice Gives Prompt Feedback

 Good Practice Emphasizes Time on Task

 Good Practice Communicates High Expectations

 Good Practice Respects diverse talents and ways of learning

Contact between students and faculty is facilitated by daily participation in the discussion forums by at least one of the instructors and by answering all emails promptly. We never, ever flat out tell a student they are wrong when discussing values and attitudes. If for example, a student mentions something positive about topping a tree, we will ask why they feel good about the practice and ask how their belief squares with the facts as presented by appropriate experts. When students bring incorrect facts to the discussion, we correct those errors without (we hope) demeaning the student. We need to moderate the discussions, as sometimes, students will veer off-topic. While the digression might be interesting to a limited set of the class, it tends to irritate those not directly involved and thus reduces the quality of the educational experience for the rest of the class. Because we use discussion participation as a large part of the grade, students must stay current or they don’t get much out of the course.

Organizing students into groups to work on class projects is the most common method to implement reciprocity and cooperation between students. Typically, the instructor serves to get the groups going, and then steps back to let the students work out the problems. The groups report back to the class at the end of the project and receive a grade for their effort. We don’t do group projects in this class for two reasons. Group projects are a high risk learning tool (Keeton 2004) and we are low risk takers. Our class size has been small enough that we would wind up with one group of the entire class. However, we do use the discussion forum extensively to share ideas, both student-to-student and student-to-instructor.

Active learning techniques involve the student doing activities, reflecting on those activities and writing about them (Bonwell 2000, Sophocles 5th c. B.C.) Almost every section topic requires the student to do something, whether it is soil analysis, a disease control simulation or developing a budget. The students then report to the class in the discussion forum and the other students comment on each other’s work. For example,. The Arborist Practices unit requires students to find, and photograph a mutilated tree. They include the photograph in their initial postings and we talk about what was done and what could be done better in pruning each tree.

Prompt feedback can be tricky to implement. One the one hand, we as instructors need to quickly respond to the students’ work with constructive comments to boost student self-esteem and validate their good work. On the other hand, commenting too quickly in the discussion forum can put a “cap” on the discussion if the other students perceive “the expert teacher” has said the final word. Sometimes I will limit my initial comments to “good job, what’s next”. I hope this sort of short comment will be positive yet allow the other students to feel like they still have something valuable to contribute to the conversation. We explicitly tell students in the Introduction unit of the class exactly what they are expected to do each week of the course. While this models the teacher as authority figure, rather than the facilitator or guide, we find such explicit instruction in required student behavior essential for student success

The time students spend reflecting on their activities, and then writing about them is time spent on task (Keeton 2004). We bribe the students to engage in this reflective writing by making their participation in the discussion forum 2/3 of their grade. We point students in the right direction, let them explore the topic, and then write on their experience. Ganley found student writing was better and more reflective when students used their personal class blog to write on the topic of interest (Ganley 2006). Ganley describes the use of personal blogs by each student as a means of writing reflectively for the class. Each student then builds a news aggregator linked to every other student and the instructor in the class. The function of this aggregator is to collect the new content produced by students and the instructor. This automates the process of reading the comments of each student and the teacher. I think redesigning the discussion instructions to require more cognitive and teaching presence as described by Peltz (2003) would also improve the quality of student learning.

High expectations are communicated by giving the students real problems to solve or analyze (Keeton 2004). We use real examples of problems and situations for the students to work with. One of our most popular exercises is asking the students to find butchered trees to photograph and post for our horrifying pleasure. Sadly, they never fail to find truly ugly examples.

Showing respect for diverse talents and ways of learning of students means accepting more than one path to a good answer. As my grandmother might have said, “There is more than one way to skin a cat”. We give students assignments but don’t necessarily detail the exact steps required to achieve the exact answer we might obtain. We ask students to explain their answers in the light of principles taught in the class but don’t expect one single “correct” answer. Ganley (2006) suggests that teachers model the behavior they want the students to show; in this case, we work through sample problems, and then direct the students to content, get them started on inquiry into the field of study and let them continue with self-directed learning.

Resources and Support

Technical help needs to be readily available. The FACT Center staff at USU has been most helpful, both in the development process and during presentation of the class. USU provides student and faculty support pages as a link from the WebCT login page where instructors can find tutorials on such topics as using Adobe Acrobat, building syllabi, using FTP programs, Macromedia Dreamweaver, Macromedia Flash, Respondus, using Streaming Technology and Video and many others. The FACT center presents workshops to help faculty both learn to use some of the technology such as Dreamweaver for building web pages, and stay current with developments in technology and software used in presenting web-based courses. These workshops were invaluable for me in learning how to teach online.

USU offers several online courses in Instructional Design (USU OCW Instructional Technology 2006), which will help the aspiring Internet instructor both learn how to teach online by learning online and also help design their own course to use the Internet to best advantage. These classes would have been useful to me if I had known about them and if they had been available at the beginning of the class development process.

USU has adopted the internet as a teaching tool wholeheartedly but seems unwilling to coordinate course design. Along with every other school, USU is learning how to effectively present classes. USU has 2100 accounts on WebCT, about 200 are demo courses, probably 400 are fully online and that leaves about 1500 that presumably are used to supplement face-to-face courses. But even with this level of use of online teaching methods, there is no school-wide effort to integrate online classes within the university or provide standardized support for students and faculty other than the above-mentioned workshops from the FACT center (Hugentobler personal communication). I am unaware of department or college level efforts to coordinate online presence except as noted below. When the Urban Forestry class was being developed, there was no guidance from the University on formatting to meet a school-wide standard. However, the courses available from USU OpenCourseWare (http://ocw.usu.edu/Index/ECIndex_view) all follow the same format.

As mentioned in the literature review, the university needs to provide support for online students as well as on campus students. Students can find help at the WebCT login page on such topics as logging into classes, tuning up their browser to match WebCT requirements and using some of the tools such as discussion and email. Every school site I visited in the course of researching this paper provides at least some support, especially for technical issues so this requirement seems to be well understood.

Feedback/evaluation

Student feedback

Prompt feedback is essential for students who are venturing into new fields. This can be tricky to implement if you are using a “guide” style of teaching because students are conditioned to regard the teacher as the “authority” (Ganley 2006). However, prompt feedback is essential to keep students motivated and moving in the correct direction. I found that I needed to be present each day on the class site, responding to student discussion postings or they would fade away. Simply reading postings was not sufficient, as the students didn’t know if anyone was there (Peltz 2003). Written assignments need to be read and commented on promptly as well. This is the only way students have to know if they correctly mastered a topic. We don’t use tests or quizzes yet but they are under consideration for two reasons. 1) Students seem to expect them, and 2) They provide another type of feedback for both the student and the instructor.

Evaluation of the class

So far in the urban forestry class, we have used informal evaluations to measure how well the course is meeting student needs and to find out what areas of the class need improvement. These are primarily comments by students on specific issues, i.e. “I hate WebCT.” Or, “the DED simulation exercise was really cool.” Based on such comments, we have made changes such as reducing the number of assignments due each week and allowing the students to choose which assignments to do in weeks when more than one is available.

Experience and lessons learned

Teaching online is more than simply putting up some web pages for students to read and conducting some sort of evaluation of the learning that takes place (Dewar and Whittington 2000). The greatest challenge of the course for me has been learning to use the internet effectively as a teaching tool. Based on our experience with the Urban Forestry class, students (and faculty) need training in how to learn and teach in the learner-centered education environment before they begin the class. Such training should serve to reduce much of the frustration students and instructors encounter when first introduced to this learning environment

All our students so far have been adults with the typical expectations adults have when taking a college class. Because we grade students more on their participation in discussions and much less on tests, I need to spend more time in the Intro unit explaining the grading methods used in this class and how they differ from those used in more traditional courses. We need to explicitly tell the students what we expect from them in student-centered learning and then step back and let them run.

Almost all the students take the class because they like trees or urban landscape design. One has been an extension agent wanting to learn more about urban trees, one was a working utility forester wanting to increase her knowledge, most of the rest are undergraduate college students with an interest in urban horticulture. We had one student who needed 3 credits to graduate but had moved out of state and this class represented the only way she could meet that requirement. Students mostly come from Utah, many of them actually on campus at USU but we have had students from the four edges of the US.

Peltz (2003) finds a section of 20-25 students takes 30-45 minutes per day to stay current on discussion postings and he uses a more rigorous grading rubric than I do. A class section of 7 - 9 students takes me about 2-3 hours each day to stay current with a high-speed Internet connection. When doing these tasks from home on a phone line, I spend at least one additional hour each day waiting for web pages to load. I find my time is split equally between responding to discussion postings and grading postings and homework.

Teachers sometimes have a hard time staying out of the way of students while they are exploring a topic in ways the teacher does not control (Peltz 2004, Ganley 2006). This creates some tension that both Ganley and Peltz agonize over, but the results of student directed learning could be worth the effort. As long as the students are working on course goals and objectives, the teacher needs to respect that not everyone is as fascinated by the same part of the topic as you are.

In the original proposal of the class, we thought we could develop and present the class with just the two of us. I would write the web pages from Dr. Baker’s original class notes and post the pages online inside WebCT, the class management software that USU uses. By the time the class development was funded, Dr. Baker understood writing course material and building web pages were two radically different tasks, which required radically different skill sets. Krystal Kearl, an instructional designer, was hired to build the web pages and develop exercises to enhance learning. I used the lecture notes provided by Dr. Baker from his previous edition of the class as the basis of my research on each topic. Krystal Kearl created the web pages and exercises used by the students. The USU Faculty Assistance Center for Teaching (FACT) provided much needed technical help training me on WebCT, Dreamweaver and other facets of course management.

In the Introduction unit of the urban forestry course, we list office locations, mailing addresses and phone numbers for the instructors in the class. I include my cell phone for 24-hour access and tell the students they are welcome to call anytime. I had some concern in the beginning about potential abuse but in the 4 years of the class, there have been no problems; 2 or 3 times, such availability has been helpful for students. A few students have lost their login information or had other computer problems that prevented access to the class site. For these reasons, I plead with students to print the introductory page as the first thing they do in the class.

Opportunities to improve the online class

An opportunity to improve the class is in the grading of discussion postings. Peltz (2003) describes a grading rubric that requires some indications of social, cognitive or teaching presence in the posting or it does not receive a grade. These concepts need careful explanation to the students at the beginning of the class, as students are not generally familiar with them. Our students frequently include indications of social presence; almost always include some cognitive presence but rarely contribute teaching behaviors without direct assignment. The instructor would probably need to explicitly model these behaviors for the students so they could see what was expected. Such explicit modeling would also serve to train the instructor and should increase learning effectiveness of the class.

The urban forestry class was developed for and uses WebCT for presentation. This meets USU’s need to control access to the information for copyright reasons and to require students to pay for the privilege of education but there are problems using WebCT as a teaching tool. Navigation in WebCT is not intuitive, students and faculty must be trained in using the class site. Homework submissions must be submitted exactly as WebCT expects or they will be lost. The email and discussion tools are easy to use but lack some of the abilities of dedicated programs such as the ability to easily insert images into documents. For example, students must attach a graphics file to an email if they want to submit pictures. They must browse to find the file on their local computer, open it in the WebCT interface and remember to click an unobtrusive button to actually attach the file. WebCT gives no clue when it is transferring data to and from the server. Students and instructors need a great deal of patience waiting for tasks to be finished. Otherwise, the system will fail to do what it was instructed to do and frustration will result. I have students sending homework and questions to my regular email account out of frustration with the WebCT system. The equation editor, that should be useful for automatically generating grades, is tedious and difficult to use. I am told some of these problems will be fixed with the release of WebCT Vista.

One possible solution of the problems of WebCT is the use of blogs. As with any tool, there are pros and cons to blogs. Blogs are easier to create and use than traditional web pages. Students see one public web page without having to log in to a site; similar to the usual web surfing they are already used to. Commenting on a topic is straightforward; no extra pages need to be accessed. Based on anecdotal comments from two previous students and one son currently taking another course using WebCT, students also find the simplified page structure of the typical blog easier to navigate than the more complicated interface that WebCT presents.

The following table compares the steps required to change a WebCT class page and a blog page.

Comparison of Steps Required to update or create a page in WebCT and in a blog

WebCT

Blog

Open page in Dreamweaver

Open blog

Edit or compose text

Compose new post

Save page

Publish blog

Connect to class site using WebDAV info


Upload file to remote server (this and the previous step become one step when the local computer is properly setup)


Log into class site as instructor


update student view to make changes available to students

Table 1 comparison of WebCT and Blogs

Are the extra steps required in WebCT difficult? No, but every extra task can become burdensome to a busy faculty member. Ease of navigation on both blog pages and WebCT pages depends on how well the pages are designed, a requirement of either form of presentation.

Security and content control are the biggest advantages of WebCT over blogs; only authorized students can view pages and post in the discussion forums. Only authorized instructors can change content or view student homework. The WebCT system also protects personal computers from viruses. With the requirement to log in to the system to access your class, spam is non-existent. Instructional tools are available for automated quizzes and tests including scheduling for specific times or at specific locations in the class site. Tests and homework can be graded automatically depending on format. Homework submission can be regulated, with the instructor setting deadlines. Homework submissions are not likely to be lost if the student and the instructor follow the WebCT procedures exactly. Grades are kept private, available only to the student and the instructor and can be available to the student at any time. The WebCT system keeps track of times and page views for each student, allowing the instructor to monitor class usage. USU provides WebCT and instruction to faculty on its use.

Is using a blog worth the extra effort of doing your own course management?”

The examples I see (Adams 2006, Ganley 2006, Martindale 2006, Richardson 2006) all say yes if one of your goals is to improve student writing. The last three teachers seem to focus on younger adults (mid-20s) and teenagers who are all technically savvy. Student attitudes towards, and skill in using technology is different than their older instructors, thus younger students tend to be more accepting of blogs as a teaching tool (Betts and Glogoff 2004). Older students who have not grown up with the internet might be less inclined to use blogs. Using blogs as a writing space for students gets students past the mental block of writing as a painful experience; students tend to see writing on a blog as a comfortable experience, they spend more time of writing reflectively and less time worrying.

Or use a blog to present course material and use WebCT to manage course?”

The instructor must manage the course, whether the instructor is using learning management software or a blog or some combination of the two. For example, Moore, et al. (2005) use a public website (not a blog) for course material presentation and WebCT for test administration. Blogs could be used for the presentation as well; the advantage of blogs over traditional websites is ease of creation and use.

After viewing many blogs, participating in some via comments and starting my own blog, it seems to be a highly social phenomenon. Instructors who want to use this medium will need to experiment to see what works for them and what does not. However, faculty at USU must provide their own blog and learn how to use it if they want to adopt this method of classroom support, as it does not currently have USU institutional backing.

Conclusions

Both the literature examined for this paper and our experience suggest the internet can be an effective teaching tool. The effort required to put a class online is non-trivial but worth the results. Effective classes require dedicated support from the institution as well as faculty willing to venture into this relatively new field of pedagogy. It is definitely not a venture for technophobes.

I have received many comments from potential students over the last 5 years wishing the class didn’t cost so much. A possible solution for this problem is to offer the class via USU OpenCourseWare. The tradeoff for students is they don’t receive any feedback from the instructors or other participating students. The tradeoff for the instructor and the university is no money for offering the class. Copyrighted material must also be cleared before it is offered to the public for free.

Knowing what I know now, how would I improve the class and its learning outcomes? I would:

 Develop a checklist to guide the development of each topic page for teaching effectiveness and accessibility. See the checklists already developed at http://www.webaim.org/standards/508/checklist and http://www.w3.org/TR/WCAG10/full-checklist.html

 Check each web page for accessibility and correct all problems.

 Develop a student-completed evaluation form for each topic and for the class as a whole. Make this evaluation form available as an anonymous survey instrument to be administered through WebCT.

 Allow more time to write each topic section. The original time budget allowed one week for one person to write each section, develop the HTML, find and insert images and compose each page in Dreamweaver. These tasks actually took a graduate student assistant, an instructional designer and the instructor two or more weeks for each section.

 I would learn the gentle art of facilitating discussions to guide the learners.

 I would discuss the discussion-grading rubric detailed by Peltz with the students as part of the Introduction section and implement it’s use throughout the course.

 I would experiment with creating a blog for each student to use for his or her writing in the class. Each blog would then have an RSS feed to my news aggregator to automate gathering all their submissions for my reading and grading enjoyment.

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Appendix one

Arborist Practices Sample Unit for Urban Forestry class

Pruning | Herbicides | References and Resources

Arborists engage in many practices including fertilization, irrigation, pest management, pruning, and even herbicide use. This section details two arborist practices that have not yet been addressed in this course: namely pruning, and herbicide use.

Pruning

Pruning is the purposeful removal of plant parts. The term pruning is preferred to less precise terms like trimming. The following information describes why, when, and how to prune branches from urban trees. It describes where to make pruning cuts to avoid stubs and flush-cuts, and describes why wound dressings should not be used. It refers mainly to the pruning of branches on ornamental trees; it does not include specific information on the pruning of fruit trees for fruit production, shearing or other intensive crown shaping practices, or root pruning.

Why Prune?

Reasons for pruning urban trees generally fit into three closely-related categories: health, hazard, and form. Rarely should healthy, non-hazardous branches on a tree with good form (and clear of any utility, traffic, or other problems) be pruned.

Health

Pruning for tree health includes removal of insect or disease infested branches, broken or dead branches, crowded branches, and branches or portions of trunks with included bark. The practice of pruning to “open-up” a tree’s crown to encourage light penetration or air movement is generally not needed.

Hazard

Pruning to reduce hazard to people or property includes the removal of dead and decaying branches; branches that interfere with sight lines or travel along streets, driveways, or sidewalks; branches that rub against structures; thorny or spiny branches that might cause injury; and pruning for utility line clearance. Healthy, strong, properly attached branches that overhang a building do not usually pose an unreasonable safety risk and do not necessarily need to be removed.

Form

Pruning for tree form or shape involves removal of certain branches and leaving others to direct growth toward and away from certain areas. Pollarding, crown raising, and topiary all are examples of pruning for form.

When to Prune

Time of Year

Pruning can be done at any time of year with special care and knowledge, but certain times are better than others. Pruning is best done in winter or early spring before buds swell when tree energy reserves are high and the tree is dormant. Though certain trees, such as birches, maples, and walnuts, may exude sap or “bleed” when pruned at this time of year, this is not a problem and stops within a few days. During the spring growth period bark is tender and easily damaged and pruning must be done very carefully. In fall pruning wounds may be more easily infected with decay microorganisms. Though summer pruning can be done, considerable dieback may occur at the edges of summer pruning wounds, possibly due to drying of the living tissues at wound edges. Quickly wrapping such wounds with white plastic sheeting may reduce this dieback.

Time of Life

At planting time only prune branches that are dead, broken, or that have insect or disease problems. Otherwise, prune early in a branch or tree’s life to avoid pruning large branches or letting serious problems develop. For maintenance pruning on established trees try to prune branches before they exceed 2 inches in diameter.

Pruning Severity

Avoid pruning off more than 20 to 25% of a tree’s leaf area in any year. Pruning stresses trees because pruning wound repair requires energy from food while pruning removes leaves that make food and wood that stores food. Younger and more vigorous trees can stand heavier pruning than mature or stressed trees. If heavy pruning is unavoidable, remove branches over two or more years to reduce stress.

Pruning Techniques

Pruning Tools

Sharp, well-maintained tools make cleaner cuts and are safer than dull tools. Use shear-type hand pruners for small twigs (sometimes called bypass pruners; anvil-type pruners cause slightly more injury than shear-type), loppers for small branches, and pruning saws for branches up to 3 or 4 inches in diameter. Good pruning saws have thin curved blades and teeth that are angled back to cut mainly as you pull rather than push. Chainsaws should only be used for large branch removal. Bow saws are not suitable for pruning because the blade tends to wander and the handle tends to get in the way. Sterilization of tool blades between cuts (with alcohol or bleach) often is recommended to avoid spreading disease, but researchers have shown that more extensive sterilization techniques may be necessary to control the spread of some diseases.

Safety

Urban foresters commonly manage other employees and thus must not only be concerned for their own safety, but also for the safety of all the people who perform maintenance in the urban forest. It is essential that managers provide good safety training for employees on topics such as equipment and handling skills, protective clothing, removing large branches, cutting down entire trees, and (of vital importance) working around utility wires. Almost half of the deaths that occur in the tree care industry are caused by electrocution, most of which could have been prevented by proper training. Legally employers are required to provide safety training:

3.1.3 Employers shall instruct their employees in the proper use of all equipment provided for them and shall require that safe working practices be observed. A job briefing, work procedure, and assignment shall be worked out carefully before any tree job is begun. - The American National Standard Z-133.1-1988

For both safety and liability reasons, pruning and other potentially dangerous activities should preferably be conducted by an insured, well-trained professional arborist (preferably certified by the International Society of Arboriculture) or by a professional forester.

Pruning near Utility lines

Pruning near utility lines should only be done by certified line clearance professionals and in coordination with the local utility company. Please read the publication on Utility arboriculture produced by the USDA Forest Service.

Trees planted below utility lines should at maturity be lower than the lines and larger trees should be planted away from the lines. Pruning techniques such as V-trimming or side-pruning are more aesthetically pleasing, better for the tree, and require less maintenance (in the long run) than topping trees.

It is best to select species for planting under utility lines that will be less than 25 feet tall at maturity.

A training and certification program developed by the National Arborist Association called the Electrical Hazards Awareness Program (EHAP) could be used to promote safety around utility lines. The training consists of training videos and home-study booklets, in addition to the satisfactory completion of a rope and saddle aerial rescue and the completion of a Red Cross (or equivalent) CPR program. [i]

Discussion: Harmful practices

Participate in the arborist practices discussion. The following questions may stimulate comments or ideas, but please contribute any meaningful ideas whether or not they are related to the questions below.

What can an urban forester do when local utilities use harmful practices such as topping trees under utility lines or tunneling utility lines through tree roots? What practices should you promote to them, what benefits exist for the utility company by adopting your prescribed practices?

Everywhere you look, you can find a topped or mutilated tree. Take a picture of the worst one you can find and e-mail it. We can discuss what was done and what could have been done better.

Topping

Trees should never be topped. Topping or rounding-over is the removal of branches without regard to where other branches attach, usually leaving stubs. Topping is done to gain clearance from an obstruction or to reduce a tree’s height or crown spread. Sometimes cuts are made where a branch is attached, but the remaining branch is too small or weak to assume dominance.

Quick regrowth, combined with decay in the stubs, leads to poor tree health and potential hazards. Unfortunately, there is no long-term way to keep a tree small and healthy if it is naturally large, which is why tree characteristics should be matched to location characteristics prior to planting.

Not to mention the fact that topping looks terrible. The following are excerpts from an article that was published on May 4, 1989 in a local newspaper with the title "(City) project leaves trees branchless." Only excerpts are provided so as not to ridicule the city or people involved, who have hopefully learned better techniques since then.

An Unbelievable Topping Example

"Despite a massive tree-topping project that stripped mature shade trees along North State Street of almost all of their branches and limbs, many residents living along the highway seem pleased with the project."

"But experts say the green ash trees will be permanently weakened and damaged by the pruning project."

"Public Works Director (name removed) said the trees are 20-25 years old and were 'totally out of control' before the topping project. The trees were creating a traffic hazard along North State, he said, and never had been trimmed."

"But (name removed) of the (some state) Highway Department, said the trees were carefully pruned in 1971."

The public works director also said, "In two or three years they will look as pretty as they did before. This is really not a big deal for the City."

A homeowner on the street said, "There certainly won't be any shade from the trees this summer. If I had been in charge of the project, they wouldn't have been cut back nearly as much as they were."

An Alternative to Topping: Directional Pruning

Directional pruning is the removal of branches with natural target cuts to guide growth away from certain locations. It is commonly used to keep branches out of utility lines without topping, but it is useful in many other circumstances. Just start at the tip of the branch to be removed and follow it back to where it meets another healthy branch that can remain on the tree and that is large enough to assume dominance (at least 1/3 the diameter of the branch to be removed). Remove unwanted branches with natural target cuts as described below.

Where to Cut: Natural Target Pruning

Good pruning involves removing as much of the branch as possible without leaving a stub or flush cutting. Good pruning cuts are called natural target cuts by arborists, who use two targets on the tree to show them where to make the cut. These targets are the branch bark ridge (BBR) and the branch collar. The BBR is an area of excess bark that accumulates where two branches meet. It extends down the branch or trunk on either side of the branch crotch. The branch collar is (typically) a swollen, wrinkled area at the branch base where branch and trunk (or branch and branch) tissues come together.

A natural target cut leaves the BBR and branch collar on the tree without leaving a stub. Such a cut passes just outside the BBR on top and usually slants out and down, leaving a bump but no stub (from A to B on diagram). Sometimes the swollen branch collar extends all the way around the branch base and the resulting cut is more vertical. Though the “targets” usually are easy to see on most broad-leaved trees, some trees like sycamore constantly lose bark and don’t accumulate a BBR. Conifers also may not accumulate a typical BBR. In both cases, just cut outside any swollen or wrinkled branch collar.

Wound Closure

Natural target cuts start to seal over quickly and woundwood, sometimes called callus, forms at the wound edges (callus forms first and becomes woundwood as it matures and becomes woody). Woundwood usually forms in a continuous ring around a natural target cut, eventually sealing over the wound as it grows together. Gaps in the woundwood at the top and/or bottom indicate flush-cuts, cuts that were made too close to the stem (see figure). Though such wounds may eventually seal, they have a greater chance for dieback, decay, and crack formation than natural target cuts. The term “seal,” rather than “heal,” is used to describe tree wound closure, since the wound still exists inside the tree even after it no longer shows on the outside.

Pruning Dead Branches

Shortly after a branch dies a swollen ring of woundwood starts to form around its base. A branch protection zone also forms in the wood at the branch base. This zone contains chemicals that help the tree resist microbial attack. Cut off dead branches just outside the live woundwood without leaving a stub (see broad-leaved diagram above). Promptly remove large dead branches since they pose significant hazards.

Pruning Large Branches and Narrow Angles

Remove large branches with a three step cut: an undercut one-third of the way up through the branch one or two feet out from the trunk (to prevent bark stripping), a top cut directly into or slightly outside of the undercut to remove most of the branch weight, and a final natural target cut that removes the stub. Final cuts can be made from the bottom up to the crotch (B to A in the previous diagrams) if the branch angle is tight and tools won’t fit in the crotch.

Pruning Leaders or Co-dominant Stems

Pruning to remove a leader or main stem sometimes is called crown reduction. A leader can be pruned off where another branch is attached if the remaining branch is healthy and vigorous and at least 1/3 the diameter of the leader to be removed (so a 6” leader could be removed at a 2” branch). Also, no more than about one-quarter of the foliage should be removed from the branch that is being shortened. The final pruning cut should be on the other side of the BBR sloping out and down with the bottom of the cut straight across from the bottom of the BBR. As before, the BBR remains on the tree and no stub is formed. CO-dominant stems (stems nearly equal in size) are pruned similarly.

Included Bark

Sometimes the bark where two branches meet turns in instead of out, forming a seam of included bark inside the tree instead of a BBR. Areas of included bark often die and become decayed. These areas are naturally weaker than branch attachments with normal BBRs. Included bark is especially common on certain species or cultivators, like Bradford pear and littleleaf European linden, but can be found on any tree. It also is more common where branches attach to one another at a very narrow angle, but can occur with wide attachment angles. Avoid purchasing trees with included bark. Don’t prune off all branches with included bark (on some trees nothing would be left), but watch for signs of dieback or cracks extending down from the crotch below the bark seam. Remove a branch that has included bark by cutting from the open crotch down and out (or cut up to the crotch). This actually leaves a small stub on or in the tree, but cutting farther down may cause serious trunk wounds.

Wound Care

Pruning wounds and other tree wounds should be left open to the air, with no covering or dressing (see exception below). Though various paints, shellacs, and tar-like materials are available for treating wounds, none have been shown to slow or prevent decay or promote wound healing or sealing. In fact, research has shown that such dressings can actually promote decay by keeping the wound protected and moist — perfect conditions for the growth of decay microorganisms. An exception is the use of white polyethylene sheeting to wrap wounds made in summer when conditions are hot and dry, or when pruning elms and oaks (wound dressing or paint will discourage the insects that carry the Dutch elm diseas and oak wilt fungi). Wrapping wounds with such sheeting (preferably within minutes of pruning) results in less dieback and better healing than with unwrapped wounds. Wrapping can be held on the tree with tape and can be removed in two or three weeks.

In the past it was common practice to shape or scribe wounds to promote healing; however, scribing simply makes wounds larger and is not needed. Wounds from natural target pruning usually heal well on their own. Always remove any loose bark or pieces of wood that stick out from a wound.

Texas A&M Extension provides extensive information in the website Follow Proper Pruning Techniques.

Activity: Pruning a Picture

Complete one of the following activities.

  • Examine the pruning activity picture. Identify which branches to prune and why. Indicate where to make each pruning cut. Either modify the picture to illustrate the pruning, or use a text description of the picture to explain what you would do.

  • Take a picture of a poorly pruned tree and a properly pruned tree (either during the pruning or after the fact). Explain how the first tree was improperly pruned and what pruning should have taken place and explain the correct process that was followed in pruning the second tree.

E-mail or snail mail the assignment to the TA. (note if you use regular mail please e-mail the TA that it is coming that way).

Herbicide Use

'm worried about Herb - he seems so depressed. His lack of success during the mating season has really upset him... Oh Migosh Herbie. No! ... Not Herbicide!" As the mammoth plunges off a cliff." height="154" src="file:///C:/DOCUME%7E1/VALUED%7E1/LOCALS%7E1/Temp/msoclip1/01/clip_image010.gif" width="478">Herbicides are used in the urban forest to control undesired vegetation on both a small and a large scale. The decision to use herbicides in the urban forest should be made only after several factors are considered including safety, environmental impact, and public opinion.

While herbicides can reduce competition from herbaceous weeds so that newly planted trees are given a boost in survival or early growth, when carelessly applied, they damage non-target trees and vegetation. Common lawn herbicides, which are sometimes combined with a fertilizer to form a "weed and feed", can be damaging and even deadly to trees. Trees are especially susceptible after heavy rains, or when the tree is stressed from other conditions such as recent transplanting or insect infestations. Spray drift from herbicides applied near trees is another common source of unintended damage from herbicides.

Leaf curl and distortion are the most common symptoms of herbicide injury. Higher concentrations of herbicide (for instance if applied directly under the tree canopy) can cause serious defoliation or even tree death.

Recovery from minor herbicide damage can be promoted through watering and fertilization, but for the most part it will just take time for injured trees to recover.

The overall manner in which an herbicide affects a plant at the tissue or cellular level is available from the Purdue University Herbicide Mode-of-Action summary.

Discussion: Herbicide Resistance

Participate in the arborist practices discussion. The following questions may stimulate comments or ideas, but please contribute any meaningful ideas whether or not they are related to the questions below.

Could plant resistance to herbicides actually be used in a good way?

Check out this article to see some innovative research into herbicide resistance.

How could herbicide resistance be useful for urban foresters?

References and Resources

How to Prune trees guide by the US Department of Agriculture.

Adapted from the brochure Homeowner’s Guide for Beautiful, Safe, and Healthy Trees from the USDA-Forest Service Northeastern Forest Experiment Station.

Tree Care a journal produced by the National Arborist Association, http://www.natlarb.com/ has semi-technical articles written for the working tree care person. As a member of the NAA you will receive a free copy of the useful journal.

Ryan, H. Dennis P. III. "Safety In The Urban Forest" Women in Natural Resources, March 1991, Vol. 12, No. 3. Also available at http://www.msue.msu.edu/msue/imp/moduf/07279525.html.