Shearing Recommendations for Christmas Tree Producers - Objectives of shearing

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Shearing                                                                                     North Central
                                                                                               Regional
                                                                                               Extension
                                                                                               Publication

  Recommendations
                                                                                               No. 310

  for Christmas
  Tree Producers

Over the past several years,        quality has become a principal        has a "two-thirds taper"; that is,
Christmas tree production has       concern for both growers and          the base of the tree is two-thirds as
become a significant industry in    consumers. Increasingly, higher       wide as the height. For a tree 6
much of the north central United    quality trees are required to         feet tall, the width of the base
States. Established growers have    maintain sales in a very              would not exceed 4 feet. Other
expanded their production and       competitive market.                   degrees of taper are permitted
new growers have entered the        Many factors contribute to tree       (Fig. 1 ), though market demand
business. Today several thousand    quality. One of the most              for both narrow and wide trees is
Christmas tree producers manage     important during the production       lower. Acceptable tapers will vary
plantations in many counties        period is proper shearing. This       to some degree by species; wider
through the region. Operations      bulletin suggests some ways to        tapers are more acceptable for
range from a few acres managed      improve the quality of shearing       pines than for true firs, spruces
for cut-your-own markets to large   and thereby contribute to the         and Douglas fir.
acreages producing trees            production of duality trees.
exclusively for the wholesale
market. Regardless of the size of
                                    Objectives of
the operation, management           shearing
practices have become more           Shearing is done to regulate and
sophisticated as growers attempt     direct the growth of individual
to increase both the quantity and    trees. The objectives are to
the quality of production while      develop a symmetrical shape,
holding production costs at          which is characteristic of quality
acceptable levels.                   trees, and to increase foliage
 As the Christmas tree               density, which will result in a
 industry has intensified its        fuller tree with uniform foliage.
 tree management                    Though some variation in the
 practices, the                     shape of trees is permitted both
 marketplace has                    by USDA grading ~' standards
 likewise become more               and by consumer preferences, the
 demanding. Tree                    ideal tree
Tree response
to shearing                                                                          spacing, furrows, etc./. Choice of
As indicated, the purpose of                                                         shearing equipment depends on
shearing is to direct the growth of                                                  the species of tree, the age of the
branches and foliage so the shape                                                    tree and individual preference.
and the amount of foliage                                                            Many growers use one type of
developed will be acceptable. The                                                    tool (e.g., hedge clippers) when
shearing technique needed to                                                         trees are small but another
reach these objectives varies by                                                     (knives) for older trees.
species group. Pines respond                                                         Shearing equipment must be kept
differently than spruces, firs or     Fig. 2. Some of the common tools and           clean. Accumulated pitch on
Douglas fir.                          equipment used to trim and shape Christmas     clippers and knives increases the
When pine branches produced in        trees.
                                                                                     difficulty of shearing and can
the current growing season are                                                       become a safety hazard. Detergent
cut, new buds develop at the bases    be delayed until late summer
                                      when branches have stiffened                   solutions, mineral spirits and
of needle fascicles near the cut                                                     petroleum distillates are effective
ends. Normally five to seven buds     and bud formation is complete.
                                                                                     cleaning agents. Steel wool is
develop on an uncut branch, but                                                      commonly used with these
10 to 18 buds will form- in
response to cutting. Cutting the      Shearing tools                                 solutions to remove accumulated
                                                                                     pitch. Teflonbased or other
branches directs the shape of the     and equipment                                  non-toxic lubricants should be
tree, and the additional buds will    Several types of tools and/or                  used on mechanical trimmers
develop into twigs that will          equipment are used to shear                    after cleaning. Other lubricants
increase foliage density. New bud     Christmas trees (Fig. 2). These                can dry or burn the remaining
formation is best on twigs            include hand clippers, hedge                   foliage on the sheared tree.
produced during the current           clippers and shearing knives. A
growing season; however, cuts         leg guard should also be
made into older (second-year)         considered part of shearing
tissue will also result in buds.      equipment. Besides hand                        Time of- shearing
Shearing into this older tissue is    equipment, some mechanically                   The proper time for shearing
usually not necessary if annual       powered trimmers are also                      depends on the species and the
shearing has occurred. To obtain      available (Fig. 3). Power trimmer              growing location within the
maximum bud development,              use is restricted by tree size,                region. Pines - including Scotch,
shearing must occur during the        terrain and condition of the                   white, red and Austrian - should
active growing season. Shearing at    plantation (weeds, tree                        be sheared during the active
other times will result in branch                                                    growing season when terminal
dieback and misshapen trees.                                                         growth is nearly complete. In the
Douglas fir, the true firs and                                                       southern portion of the region,
spruces respond differently to                                                       this usually occurs between June 1
shearing. These species are                                                          and 10; in the more northerly
characterized by lateral buds                                                        states, shearing begins between
along the twigs in addition to> a                                                    June 20 and 30. Shearing can
terminal bud cluster. When a                                                         continue through mid-July to
branch is cut during shearing, new                                                   early August, depending on
buds do not form at the bases of                                                     location, but most growers plan
the needles, as with pines. Rather,                                                  on being finished by August 1 at
the lateral bud nearest the cut                                                      the latest. Late shearing results in
surface assumes dominance and                                                        the development of fewer and
the new terminal or lateral branch                                                   weaker buds. Likewise, shearing
tissue develops from this point.                                                     too early (late May to early June,
Shearing of these species should                                                     depending on location/ results in
                                                                                     the production of too many buds,
                                                                                     which can develop into weak and
                                                                                     often spindly branches. A
                                      Fig. 3. Mechanical l Christmas tree shearing   summary of suggested shearing
                                      units can increase the number of trees
                                      sheared each day.
TABLE I. Suggested shearing schedule.,
DATE TREE AGE              RECOMMENDED ACTIONS                                   in the second growing season after
                           PINES                  SPRUCES - FIRS
June 1-      2             Remove multiple stems,   -                            planting. Examine each tree and
July 30                    cut terminal to 12                                    remove double or multiple tops.
                           inches, if necessary.                                 The remaining terminal shoot
June 1 -      3          Trim terminal to 12          -                          should be cut back to a maximum
July 30                  inches, cut back lat                                    length of 12 to 14 inches. Little, if
                         erals, remove lower                                     any, shearing of side branches
                         branch whorls to form a
                         handle.                                                 should occur. The basal branches
                                                                                 on each tree should be removed to
Aug. 1 -      3          --                        Remove multiple               form a handle to accommodate the
May 1                                              stems,
                                                   cut terminal to 12            tree stand. Usually I inch of
                                                   inches, remove lower          handle should be present for each
                                                   branches to form a            foot of tree height at maturity. All
                                                   handle.
                                                                                 branches up to this height (8 to 10
June 1 -   4 -7          Cut terminal to 12           -                          inches) or to the first complete
July 30                  inches, trim laterals                                   whorl of lateral branches should
                         to develop a two
                         thirds taper, com                                       be removed.
                         plete corrective                                        In the third growing season, shear
                         pruning as necessary.                                   both the terminal leader and the
                                                                                 lateral branches of the tree. Begin
Aug. 1 - 4 to year       --                        Cut terminal to 12            by cutting the terminal leader to a
May 1 before                                       inches, trim laterals         length of 12 to 14 inches, or less if
         harvest                                   to develop a two
                                                   thirds taper, remove          the lateral whorl immediately
                                                   multiple stems that           below the terminal is not strong
                                                   may develop.                  and vigorous. The cut on the
June 1 - Year of         Cut terminal to 12           -                          terminal branch should be made at
July 30 harvest          to 15 inches, lightly                                   an approximate 45 degree angle so
                         trim laterals as                                        needle fascicles on one side will
                         necessary to main
                         tain shape                                              be higher than those on the other
                                                                                 (Fig. 4). This practice will favor
Aug. 1 - Year of         --                        Cut terminal to 12 to         the development of a new terminal
Sept. 1 harvest                                    15 inches, lightly
                                                   trim laterals as              bud in a position where terminal
                                                   necessary to maintain         dominance can be expressed. This
                                                   shape                         will contribute to the development
                                                                                 of a straight stem. The lateral
                                                                                 branches of the terminal whorl are
                                                                                 then cut so they are approximately
                                                                                 two-thirds as long as the terminal
times and activities is presented in        shearing of Douglas fir, the true    shoot (Fig. 5). Following cutting,
Table I.                                    firs and spruces begins at the end   the line established by the
Within the pines, longer-needled            of the active growing season (late   relationship between the top of the
species such as red and white               July and early August) and           terminal shoot and the ends of cut
pines should be sheared early in            continues through the dormant        lateral branches of the terminal
the shearing period. Buds on these          season. Some evidence suggests       whorl is extended downward to
species are slower to develop than          that bud vigor and twig growth the   determine where other lateral
those on Scotch pine. Earlier               following growing season will be     branches should be cut (Fig. 6).
shearing of these species provides          better if shearing is done during    Minimal shearing of lateral
more time for bud formation and             late summer and early fall rather    branches in the first few years is
development, thereby contributing           than the following spring before     recommended. The aim is to
to fuller branch development the            growth begins.                       remove only excessively long
following spring.
Because of differences in bud
                                             Guidelines for                      branches. Many growers

location and plant response,                 shearing pines
                                            The shaping/shearing process
                                            for pine species should begin
Fig. 4. Cutting the terminal leader at an    Fig. 5.
approximate 45 degree angle will favor      Lateral branches of the terminal whorl are cut so they are about two-thirds as long as the terminal
development of a new dominant terminal      leader.
bud.
will shear trees in the third and
fourth growing seasons to develop           of the terminal. Trees so                            trees before shearing those to be
an 85 to 90 percent taper. This is          sheared appear unnatural and                         harvested. They do this because
done to develop. width in the tree          are not as well accepted in the                      they believe that bud set following
-in later growing seasons, lateral          marketplace as are more                              shearing will be better if trees are
growth of the lower branches will           symmetrically shaped trees.                          sheared earlier rather than later.
be considerably less than on upper          In the year of harvest, shearing                     Obviously, bud set on trees to be
brandies. If shearing of the sides          should be minimal. Trees are                         harvested need not be particularly
is "too tight" early in the life of         more natural looking and                             full or complete. Other growers
the tree, trees with a narrow or            marketable if only light trimming                    will shear trees to be harvested
candlestick taper are likely to             is done. The basic shape of the                      early so that budset, needle
result. This is especially likely if        tree will have been determined by                    elongation and coverage of the cut
the trees are allowed to grow to            past shearing activities. Shearing                   twig ends can occur to the fullest,
heights taller than 7 feet.                 cuts at this time should be light,                   thereby making the tree look as
 In the fourth and later growing            removing only those lateral                          natural as possible. Unless
 seasons, shearing continues in             branches that extend beyond the                      shearing is done late (after Aug. 1
 much the same manner as in year            general outline of the tree. If                      /, it is probable that needle
 three. The length of the terminal          multiple terminal shoots are                         elongation and bud set will be
 shoot should not exceed 12                 present, they should be thinned to                   adequate to provide a natural
 inches. Cutting of the laterals            one centrally located branch.                        appearance.
 .will follow the taper relationship
 established by the terminal and
                                            Usually the terminal branch will
                                            be left a little longer than it had
                                                                                                  Guidelines for
 top laterals. It is important to           been in previous years. It should                     shearing firs and
 maintain straight sides on the tree
 and avoid rounded or
                                            not exceed 15 inches in length,
                                            however.
                                                                                                  spruces
                                                                                                 As indicated earlier, growth
 bullet-shaped trees /Fig. 7/. These        Growers do not agree whether                         patterns and twig-bud anatomy
 result from failure to cut the             trees should be sheared early or                     are different for these species than
 laterals on the upper portion of           late during the shearing period in                   for pines. The branches of spruces
 the tree short enough in relation          the harvest year. Some growers                       and firs, including Douglas fir,
 to the length                              will complete the shearing of
                                            non-harvestable                                      are characterized by the presence
                                                                                                 of single needles
shearing should concentrate on                          should also be cut (see Fig. 6).
                                                    maintaining a central leader                           After the tree is about S feet tall
                                                    (terminal branch) and symmetrical                      (usually in the fifth or sixth year
                                                    tree shape. Unless excessive                           after planting, shearing practices
                                                    terminal growth has occurred / 15                      should change slightly. The length
                                                    inches or more), the terminal                          of the terminal shoot should not
                                                    shoot should not be cut as long as                     be allowed to exceed 12 inches
                                                    full lateral branch development is                     and in some cases should be cut
                                                    occurring. This is particularly true                   shorter. This depends on the
                                                    if several lateral buds are located                    fullness and the number of lateral
                                                    along the terminal shoot.                              branches developing from the
                                                    Generally it is desirable to                           terminal whorl. It is sometimes
                                                    maintain growing conditions                            difficult to obtain full foliage
                                                    (effective weed control and                            development in the tips of spruce
                                                    adequate soil fertility) favorable                     and fir trees. Reducing the length
                                                    for the formation of at least one                      of the terminal will thicken the
                                                    lateral bud per inch of terminal                       tree as lateral branch development
Fig. 6. Correct location of lateral shearing cuts   branch. These buds will develop                        continues throughout the tree and
as determined by the relationship between the       into lateral branches and so                           lateral buds and twigs of the
length of the terminal leader and lateral           increase tree density. If fewer                        terminal whorl increase in length.
branches of the terminal whorl.
and lateral buds located along the                  buds are present /less than one per                    Little, if any, shearing of lower
twig. As previously mentioned,                      inch of terminal shoot length), the                    branches will be necessary
when branches are cut during                        terminal shoot should be cut back                      because these tend to grow less
shearing, new buds do not form at                   to approximately 12 inches in                          rapidly than branches near the top
the bases of needles. Rather, the                   length, with the cut made                              of the tree.
lateral bud nearest the cut twig                    approximately 1 /2 inch above a                         In the harvest year, only
end will assume dominance, and                      lateral bud. Other lateral branches                     minimal shearing is required,
growth the following growing                        that extend beyond the line                             especially for spruces.
season will begin from this point.                  established from the cut ends of                        Removing competing leaders
For this reason, the time of                        the terminal shoot through the                          and lightly shearing the top are
shearing is not as critical for these               ends of the lateral branches of the                     usually all that is necessary.
trees as for pines.                                 terminal whorl                                          Douglas fir require more
Shearing for spruces, firs and
Douglas fir usually begins in late
July or early August and may
continue through fall, winter and
early spring. Shearing for newly
established plantations should
begin during the third growing
season after planting. Each tree
should be examined, and double
terminal branches and double
stems removed. Basal pruning to
form a clean handle should also be
completed. If a symmetrical
growth pattern is developing
naturally in the tree, little, if any,
shearing will be necessary at this
time.

In the fourth and later years,

                                                    Fig. 7. Correct shearing will result in a tree with straight sides deft) rather than the "bullet-shaped"
                                                    tree on the right.
shearing because upper branches        many shoots develop or from                     damage begins.
tend to grow rapidly and               damage to the bud that would have               For pines, if this is done early in 'err
secondary growth flushes can           developed into a terminal branch.               the summer, new buds will form at this
result in excessively long terminal    Recommended treatment is to                     point from which growth will occur the
shoots. Shearing this growth back      select a strong lateral branch and              following year. Whether the laterals in
to maintain tree symmetry is           allow it to become the terminal                 the terminal whorl should be sheared
usually all that is required because   shoot. This requires cutting back               depends on how long the terminal
lower branches grow less.              all other laterals and positioning              branch is. An alternative is to select a
Some problem                           the selected lateral in a central
                                       dominant position. Some lateral
                                                                                       vigorous lateral branch and either
                                                                                       splint or tie it to the base of the
situations                             branches may need to be removed                 damaged terminal so that it develops
One of the challenges in shearing      entirely. Developing a dominant                 into the terminal position.
Christmas trees is maintaining a       branch may require tying it to                  For species such as firs and
strong central terminal branch.        other shorter shoots, using a splint            spruces, the bud left for the
This is essential to maintain good     Fig. 8) or using commercially                   terminal branch may not develop
form and to produce a tree of a        available terminal branch training              or the terminal bud on
saleable height in the shortest time   devices. '                                      non-sheared trees will fail to
possible. Unfortunately, problem        Damaged or broken terminal                     grow. In this case, a lateral branch
situations that require special         Occasionally terminal branches                 farther down the terminal shoot
attention frequently develop in the     are damaged. Insects such as the               can be trained to assume the
terminal whorl of branches.             pine shoot borer, birds (grackles              terminal position. To do this,
 Competing terminals - This             find Christmas trees attractive                select a vigorous lateral shoot and
 situation arises when two or more      nesting sites) and strong winds                tie the base of it to the main stem
 terminal branches or shoots are        commonly cause breakage or                     so it is placed in a central
 present. It usually develops at        injury.                                        position. The end bud on this
 least once and results from the        Two approaches are suggested                   shoot will develop into the new
 failure of any one newly formed        for correcting such problems. If               terminal for the tree. Another
 or existing bud to assume a            only the upper portion of the                  approach is to tie two opposite
 dominant position. Failure to cut      terminal has been damaged, it                  laterals together at the base so
 the terminal branch at an angle        should be cut immediately                      they are vertical. After tying, cut
 during shearing increases the          below the point where the                      the weaker one immediately
 likelihood that multiple shoots                                                       above the point of tying. This
 will develop. To correct this                                                         technique works best in
 situation, remove all but one of                                                      midsummer when newly
 the competing terminals. Select                                                       developed branches are still
 the strongest branch that is most                                                     relatively flexible.
 centrally located and remove the
 others by cutting at the base with                                                    Strong lateral competing for
 a hand clipper, rather than a                                                         terminal position –
 shearing knife. After the selection                                                   In some species, notably Scotch pine,
 of a dominant terminal, the                                                           it is not uncommon for a lateral shoot
 shearing process proceeds                                                             formed the previous year to assume a
 normally.                                                                             strong dominant position and compete
 No visible terminal - The                                                             with the current year's terminal for the
 opposite situation to that                                                            terminal position. Usually this shoot
 described above is to have a                                                          should be removed at its point of
 terminal whorl of branches with                                                       origin; however, it may sometimes be
 no one branch assuming a                                                              desirable to leave it and remove the
 dominant position. This condition                                                     current season's terminal whorl of
 may result from shearing too                                                          branches. This
 early so that too

                                                Fig 8. A small bamboo stake can
                                       be used as a splint to train a lateral branch
                                       to become a terminal leader.
recommendation is appropriate
when growth on the original           North Central Regional Extension Publications are subject to peer review and prepared as a
terminal is weak or, more             part of the Cooperative Extension activities of the thirteen land-grant universities of the 12
commonly, crooked. This situation     North Central states, in cooperation with the Extension Service-U.S. Department of Agriculture,
                                      Washington, D.C. The following states cooperated in making this publication available.
and the resulting need to select a
new terminal branch are more          University of Illinois        Iowa State University            *Michigan State University
common on some varieties of           Ag. Publication Office        112 Printing & Publ. Bldg.       Room 10B Ag Hall
                                      69 Mumford Hall               Ames, IA 50011-1050              East Lansing, MI 48824-1039
Scotch pine than others.              Urbana, IL 61801              515-294-5247                     517-355-0240
                                      217-333-2007

                                      *Publishing state

Conclusion                            For copies of this and other North Central Regional Extension publications, write to:
Shearing Christmas trees is           Publications Office, Cooperative Extension Service, in care of the university listed above for
                                      your state. If they do not have copies or your state is not listed above, contact the
probably the single most important    publishing state as specified.
process that affects tree quality.
Correct shearing, together with
excellent cultural practices
-including effective weed control,
maintenance of adequate fertility,
and control of damaging insect
and/or disease problems - will help
assure the production of high
quality trees that will be
competitive in today's marketplace.

M.R. Knelling
Department of Forestry
Michigan State University

                                      Programs and activities of the Cooperative Extension Service are available to all potential
                                      clientele without regard to race, color, sex, national origin, religion, age and handicap.

                                      In cooperation with NCR Educational Materials Project

                                      Issued in furtherance of Cooperative Extension work, Acts of Congress of May 8 and June 30,
                                      1914, in cooperation with the U.S. Department of Agriculture and Cooperative Extension
                                      Services of Illinois and Iowa, Michael J. Tate, Interim Director, Cooperative Extension Service,
                                      Michigan State University, East Lansing, Michigan 48824.

                                      March 1991          New 3:91-7M-LKJ-Mb, Price 550, for sale only, FILE: 24.47 (Forestry)
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