versão On-line ISSN 1996-7489
versão impressa ISSN 0038-2353
S. Afr. j. sci. vol.105 no.9-10 Pretoria Set./Out. 2009
The evolution of fire management practices in savanna protected areas in South Africa
B.W. van Wilgen
Centre for Invasion Biology, CSIR Natural Resources and the Environment, P.O.Box 320, Stellenbosch 7599, South Africa. E-mail: firstname.lastname@example.org
The history and development of ecologically-based fire management policies in savanna protected areas during the 20th century are reviewed. Research on fire in savannas began in the 1950s, and from the 1980s onwards, managers of savanna protected areas experimented on large scales with different management approaches. New ecological paradigms that embraced variability in space and time, and management goals that broadened from single-species to biodiversity conservation, precipitated significant changes to management approaches in the 1990s. Many lessons have been learnt in the process, allowing for the derivation of general principles regarding both the effects of fire and managerial ability to influence fire regimes on a large scale. Significant challenges remain; these include dealing with increasing CO2 concentrations in the atmosphere, and with interactions between fire and increasing elephant numbers in protected areas. The ability of savanna managers to deal with these challenges in the context of an imperfect understanding will be determined by how well, and how fast, they can learn from experience.
Key words: adaptive management, CO2 enrichment, elephants, heterogeneity
Savannas constitute one of the largest biomes of the world, covering about 20% of the land surface. Most of the world's savannas occur in Africa, with smaller areas in South America, India and Australia.1 In South Africa, savannas make up 35% of the land area, and are the basis of two major industries: cattle ranching and wildlife-related tourism.2 Savannas have existed in Africa for at least 30 million years, and their distribution and structure is determined largely by water availability, nutrient availability, herbivory and fire.
Dry and warm winters, experienced over most of South Africa, combined with abundant grass fuels and ready sources of ignition (both lightning and humans) ensure that fires are a regular feature of savanna landscapes. Approaches to the management of protected areas evolved as ecological understanding grew in the 20th century. Management was initially influenced by research carried out for agricultural purposes, but in the second half of the 20th century, research carried out in protected areas became more important. Changes in ecological thinking also had a significant influence. These included a move from management promoting a desired stable state to one that embraced flux over time and heterogeneity in space, and an expansion of the goals of conservation to include all elements of biodiversity. This paper traces the evolution of fire management policies in savanna vegetation during the 20th century. This paper does not provide a detailed account of savanna fire ecology, as good reviews exist elsewhere.2,3 Rather, I have attempted to explore the development of ecologically-based management approaches, with a focus on savanna protected areas in southern Africa.
Fire and savanna ecology
Savannas are characterised by the coexistence of two major life forms: grasses and trees. The mechanisms that allow grasses and trees to coexist are central to the understanding of savanna ecology. This coexistence is traditionally explained by either equilibrium or disequilibrium models.4 Equilibrium models propose that grasstree coexistence is possible, for example, because of separation of the rooting niche, with trees having sole access to water in deeper soil horizons and grasses having preferential access to, and being superior competitors for, water in the surface soil horizons.5 In this equilibrium model, climatic variability precludes dominance by either life form, and coexistence is possible in a variety of states.6 Disequilibrium models, on the other hand, propose that there is no stable equilibrium, and that frequent disturbances prevent the extinction through competition of either grasses or trees by periodically biasing conditions in favour of alternative competitors. A disequilibrium model has been proposed in which interactions between life history characteristics of trees (sprouting ability, fire survival at different life stages and mortality) and the occurrence of fires (which prevent recruitment of trees into adult life classes) could explain coexistence.7 This model identified the critical need for variability in fire intensity as a prerequisite for grasstree coexistence, and suggested that the imposition of fire regimes of homogenous intensity (such as those associated with regular prescribed burning) could lead to dominance by grasses.
The relevance of disequilibrium models is greater in areas of higher mean annual rainfall. The maximum woody cover in savannas receiving a mean annual rainfall of less than 650 mm is constrained by the amount of rainfall.8 These are arid and semi-arid savannas that could be considered 'stable'. The scarcity of water constrains woody cover, and allows trees and grasses to coexist. In these arid and semi-arid systems, fire, nutrients and herbivory can interact to reduce woody cover below the upper bound that is determined by rainfall. Where mean annual rainfall exceeds 650 mm, there is sufficient moisture to allow trees to attain canopy closure, but this is prevented by fire and herbivory. These are 'unstable' savannas, where the co-occurrence of grasses and trees require regular disturbance.8
Fire research in savannas
Although fire is a vital ecosystem process in savannas, there was practically no research on its effects until the 1950s.9 Fire research began in the Kruger National Park with the establishment in 1954 of an experiment to test the effects of fire on the vegetation.10,11 This was followed in 1974 with the establishment of the Nylsvley research site as part of the Savanna Biome Project.12,13 In the early 1970s, Winston Trollope established an experiment to examine the effects of fire and herbivory in the Eastern Cape Province.12 In addition, the possibility of expanding research to the then Hluhluwe and Umfolozi Game Reserves in northern KwaZulu-Natal also was proposed in 1978,12 but not implemented.
Only 24 accounts of South African savanna fire ecology were published between 1950 and 1978, and most addressed the issue of bush encroachment.9 The advent of the Scientific Committee on Problems of the Environment (SCOPE) project in 1978 on the ecological effects of fire resulted in the production of a synthesis volume that sought to establish ecological principles regarding the role of fire in ecosystems.14 Fire research in savannas also received a boost with the international Southern African Fire-Atmosphere Research Initiative (SAFARI)15,16 in 1992. This work addressed questions relating to the role of fire in affecting the chemistry of the atmosphere.
Although SAFARI had macroscale aims from which savanna managers were not expected to benefit directly, it brought home the realities of potential deposition of industrial and motor vehicle emissions and possible nitrogen leaks from upstream areas.11 The SCOPE and SAFARI initiatives were interdisciplinary, and provided a solid understanding basis on which savanna managers could build.
Fire management in savannas
Early views on the role and use of fire in savanna vegetation were divergent.17 Some early writers, and particularly the Drought Investigation Commission (in 1926),18 believed that 'veld burning is contrary to the interests of the country as well as to the principles of all veld and soil conservation'. Others19,20 recognised that deliberate burning of grasslands had several beneficial features. In his 1930 review,17 pioneer fire ecologist John Phillips urged the careful consideration of 'all regional circumstances in the light of scientific experience, before we definitely decry the practice of firing'. Much later, Phillips was to reminisce about the early experiences as follows: 'We knew very little about fire ecology in 1929, when I drafted, on a mountain massif at the edge of the Massai Steppe, Tanganyika, the paper later published in the South African Journal of Science in 1930'.21 The impact of the Drought Commission's views on the fire management of savannas in South Africa in the mid-20th century was similar to that experienced in fynbos: strict conditions for the use of fire were laid down, and the practice of prescribed burning in arid savannas was virtually eliminated.22 Contemporary fire ecologist Winston Trollope reported in 1984 that 'except for the wildlife areas, the general attitude regarding the practical use of fire tends to be negative, and veld burning is applied as a last resort'.22
From the 1980s onwards, managers of savanna protected areas, armed with understanding generated by the SCOPE (and later SAFARI) research initiatives, experimented on large scales with different approaches. All of these approaches were based on the belief that fires were both inevitable and necessary, and that they could be used to achieve ecological goals (Table 1). Several examples merit consideration here.
In the Kruger National Park, regular prescribed burning every three years was introduced in 1957, following the recognition27 that fires were integral to savanna ecosystems. Fixed-rotation prescribed burns continued until 1980, when they were replaced by a more flexible approach between 1981 and 1991. From 19922001, a 'natural' fire policy was in place, in which all lightning-ignited fires were allowed to burn freely, while at the same time attempts were made to prevent, suppress or contain all other fires. From 2002 onwards, point ignitions have been used to start fires in areas where fire is deemed necessary, and wildfires are tolerated where fire is deemed to be necessary.11,28,29
In the then Hluhluwe and Umfolozi Game Reserves, burning frequency was determined to a large extent by the available fuel load from the mid-1960s, with some consideration for maintaining reserve grazing for herbivores.30 In the 1980s, fire was primarily used in an attempt to control the visibly encroaching acacias. A major change in approach to fire management, initiated in the mid-1980s, eliminated the strict application of fixed-area (block) burning, and adopted an approach where fire was used to create patchiness in the vegetation through point source ignitions and broadening the season of ignition. This shift was justified by arguing that optimal management of a protected area should include managing fire in a manner 'that most closely resembled a natural state as well as in an attempt to create a mosaic of patches with a range of fire histories, in an attempt to promote biotic diversity'.30
In the Etosha National Park, the use of fire was forbidden in the 1970s, but the policy allowed for backfires to contain and limit any wildfires that did occur.31 In 1981, the deliberate use of fire was introduced, but no guidelines were available, and thus its use was haphazard.32 In the 1990s, an approach was developed that sought to guide the use of intentional burning. The approach used seasonal rainfall, the time since the last fire and fuel loads in an attempt to simulate the incidence of lightning fires.32,33
In the Pilanesberg National Park, a patch-mosaic burning system was developed to create a diverse fire regime.34 In this system, the area burnt per year is a function of the grass fuel load, and the number of fires per year is a function of the percentage area burnt. Fires are point-ignited, under a range of fuel and weather conditions, and allowed to burn out by themselves. The seasonal distribution of planned fires over a year is dependent on the number of fires. Early dry season fires (MayJune) tend to be small because fuels have not yet fully cured, while late season fires (AugustNovember) are larger. More fires are ignited in the early dry season, with fewer in the late dry season. The seasonality, area burnt, and fire intensity are spatially and temporally varied across a landscape. The aim of this approach is to impose a variable fire regime on the landscape, on the assumption that this promotes heterogeneity and the conservation of biodiversity.
Arguably the largest changes in fire management approaches in savanna ecosystems came about as a result of changing paradigms in both conservation and ecology.25,35 For over a century, the primary conservation goal in savanna ecosystems was the protection of large mammals. The commonly-used name 'game reserve' betrays the intention to conserve animals (game) for hunting (and later tourism) purposes. A global trend towards the conservation of biodiversity (rather than particular, often charismatic, species) led to these goals being challenged, and in many places they were replaced by goals that required the conservation of all facets of biodiversity. Changes in ecological thinking also came about with the growing realisation that ecosystems were far from stable, and management aimed at the maintenance of a particular state was doomed to failure. The adoption of a heterogeneity paradigm in savanna ecology, with variability as a central concept,24,25,36 has required thinking about the use of fire in ways quite different to the fixed-area, fixed-return interval approach that characterised the 1950s to 1980s, which aimed at maintaining a stable vegetation structure. Currently, most burning programmes in savanna protected areas encourage variability in space and time, and seek to mimic 'natural' conditions.
The difficulties facing mid-and late-20th century ecosystem managers who sought to impose a fire regime of their choice on savanna ecosystems are reflected by the experience in the Kruger National Park. Despite adopting different approaches to the use of fire (described above), the total area burnt was found to be predominantly determined by grass fuel loads, in turn determined by rainfall over the previous two years, and was unaffected by the management approach (Fig. 1).37 Further evidence regarding the difficulty of applying desired fire regimes came from experimental burning plots. The attempt to impose a series of fire regimes (annual, biennial and triennial fires, and protection from fire) on small (7 ha) plots was also not entirely successful. The degree of success was higher in areas of higher (and thus more reliable) rainfall, but, even in these cases, there were some years in which fires were not possible. In addition, some of the plots intended as controls (protection from fire) were burnt in accidental fires (Fig. 2). Given that it was not possible to impose a fire regime consistently on small plots, even with large budgets to support attempts to do so, it follows that imposition of fire regimes onto very large areas would be much less likely to succeed.
In the Kruger National Park, the concept of adaptive management using 'thresholds of potential concern' was introduced in the mid-1990s.38 Under this framework, upper and lower thresholds were defined for a range of ecosystem indicators. If a threshold is reached, then management interventions are considered; alternatively, the threshold could be recalibrated. In line with this policy, a range of thresholds relating to fire patterns was proposed.39 The framework included thresholds relating to fire-return periods, the seasonal distribution of fires, the range of desired fire intensities, the size-class distribution of fires and the cause of fires (whether they were 'natural' lightning fires, or fires initiated by humans). Deviations from these thresholds were intended to alert managers to the possibility that fires were either too frequent, too infrequent, or otherwise deviating from acceptable limits in the area concerned. When management by 'thresholds of potential concern' was introduced to replace prescribed block burning, the goal was to encourage a 'natural' (lightning-driven) fire regime in the park. After a decade, however, it became apparent that this would not be possible, as fires ignited by people dominated the fire regime.11 This led to the introduction of the park's current fire management objectives, which reflect the ongoing need for better understanding of the ecological role of fire. This need remains despite considerable research into the ecological role of fire in the park.11 Besides safety considerations, the specific ecological objectives within the park are to understand the role of fire as a natural process, and its relationship with other interacting co-drivers, so as to develop an informed context for management.29 The sub-objectives include the need to fill important knowledge gaps with respect to the effects of fire on elements of biodiversity, as well as the use of new understanding to recommend feasible fire-management policies and procedures.
Lessons from research and implementation
Many lessons have been learned about fire management in savannas, arising both from research as well as the application of fire in different ways and in different areas. As a result, a number of principles can be recognised.
Fire is a vital ecological process in maintaining the structure of savannas in relatively moist areas. In moist savannas (where mean annual rainfall >650 mm), the tree layer is not constrained by a lack of moisture, but is prevented from reaching closure because of repeated fires and pressure from herbivores. In such areas, the elimination of fire will result in dominance by woody vegetation. The incidence of fires in these ecosystems is also more regular, as less variable rainfall results in the more regular accumulation of sufficient fuel to support a spreading fire.
Fire is a less dominant ecological process in relatively arid areas. In arid savannas (where mean annual rainfall <650 mm), the tree layer is effectively prevented from reaching closure, as it is constrained by a lack of moisture. In these systems, the elimination of fire will not lead to total dominance by woody vegetation. The incidence of fires in these ecosystems is also more erratic, as variable rainfall and herbivory often prevent the accumulation of sufficient fuel to support regular spreading fires.
Fires do not act alone in shaping the vegetation. The regular removal of grass by a variety of grazing species affects fuel loads,35 and thus the occurrence and intensity of fires. Damage to woody plants by a range of animals (such as porcupines40 and elephants29) affects their post-fire survival, their ability to compete with grasses, and thus their abundance and relative dominance in the vegetation.
Savannas are resilient to a wide range of fire regimes. Long-term fire experiments in the Kruger National Park have shown that the effects of fire on the vegetation were most marked in extreme treatments (burning every year, burning in the summer wet season, or long periods of fire exclusion), and that these effects were greater in areas of higher rainfall.11 However, the widespread and repeated application of such fixed regimes on the vegetation would be impossible to achieve in practice. In addition, faunal communities, and soil physiology, were largely unaffected by the range of fire treatments.11
The ability of managers to control fire regimes over large areas is often limited, especially in more arid areas. Fuel loads respond to variations in rainfall more than to post-fire age, and many uncontrollable sources of ignition combine with the regular occurrence of weather suitable for fires to ignite grass fuels.
The belief that diverse fire regimes are necessary for conservation remains unproven. In a recent critique of the 'patch burning' approach,41 it was pointed out that the relationship between pyrodiversity and biodiversity, if any, is at best poorly understood; that in robust and resilient ecosystems (such as African savannas), a wide range of fire regimes have little effect on the ecosystem anyway; and that the dogma of 'pyrodiversity begets biodiversity' is often accepted unquestioningly by managers. All of these are valid criticisms. As was pointed out in the original paper that proposed the thresholds for the Kruger National Park,39 there is a need for ecological studies to assess the impacts of fire regimes, and the validity of thresholds.
The management of fire in savannas will become more complex in future. Changes in global climate will have both direct and indirect impacts on fires and their effects; increases in CO2 concentrations in the atmosphere will affect the balance between grasses and trees; invasion by alien plants may also have significant impacts; and growing human populations will result in ever-increasing sources of ignition. Some of these issues are addressed in the next section.
Future challenges to fire management in savannas
The key to a better understanding of fire ecology and the development of effective management interventions appears to lie in the adoption of a system of adaptive management.42 Any fire management system should incorporate an effective feedback process involving systematic monitoring, based on timely and accurate mapping of burned areas, combined with monitoring both of fire heterogeneity and effects on biota.41 While modern geographical information systems can assist greatly in the analysis of fire patterns, the two weak links at present are obtaining and curating accurate fire maps, and establishing effective monitoring of biotic responses. In the first case, obtaining accurate fire maps will depend on the diligence and cooperation of 'on-the-ground' managers, which varies both within and between protected areas. The second lies in the challenge of identifying appropriate indicator elements to monitor, and maintaining accurate records over time and under scenarios of limited funding.
As stated elsewhere,35 fire management in South African savanna protected areas is in a state of flux. This has followed two key changes in thinking over the past two decades. The first relates to the move away from the conservation of large and charismatic fauna, to the conservation of all biodiversity and landscapes. In fire management terms, this requires managers not only to think of what is good for animals, or the conservation of rangelands that support them, but also to consider all other life forms. This has led to the embracing of concepts of variability, and 'natural' fire regimes. The second relates to the replacement of concepts of ecosystem stability, and succession towards climax, with concepts of heterogeneity and flux across space and time, within a system best explained by disequilibrium models. This too has led to the promotion of management that seeks to establish variable fire regimes over space and time. Much remains to be done before these new concepts can become an integral part of routine savanna management. Currently, managers have been adoptingtheparadigmof 'pyrodiversitybegetsbiodiversity'too easily,41 and without clear guidelines on the ranges of diversity that are possible, that are needed, or that may be detrimental. The challenge here will be to understand the limits within which fire regimes can be managed, and more importantly to what the ecological effects of this variation will be.
Managers of protected areas are also faced with issues of scale when attempting to implement burning programmes. Increased human populations can fragment the landscape and can significantly alter fire regimes.43 Natural fire patterns will thus be less likely to develop in smaller protected areas, which could be surrounded by developed or settled land. In larger areas, on the other hand, managers who wish to create fine mosaics in terms of fire patterns will be hindered by a lack of resources. For example, managers of the Pilanesberg National Park (50 000 ha) reached desired targets using between nine and 71 separate ignitions per 50 000 ha burnt.34 In the Kruger National Park (2 million ha), burning targets were reached with between 0.8 and 8.5 fires per 50 000 ha, an order of magnitude less than at Pilanesberg.29 Whether or not these constraints will result in fire patterns that have significant effects has yet to be determined; the issue of how much variability in fire patterns is actually needed is unknown at present.41
Two other concerns that will affect the management of fire in savanna ecosystems are currently being vigorously debated. The first relates to CO2 enrichment, and its effects on the balance between grass and trees in savannas. The phenomenon of 'bush encroachment' (increases in woody vegetation at the expense of grasses) has long been recognised as a major problem in South Africa.44 It is usually attributed to the elimination of the indigenous browsing fauna (including elephants), and overgrazing by cattle. Both would have given woody plants a competitive advantage over grassesthe first directly, and the second indirectly, as lower grass fuel loads associated with overgrazing would have led to less intense fires. Recent research has also suggested that low levels of atmospheric CO2 would have been a significant factor in the reduction of trees during glacial times, both because they would have experienced slower growth (and thus been more susceptible to fires), and because, under these conditions, fire would have promoted the spread of competing grasses.45 Rising CO2 levels (from 270 ppm in pre-industrial times to 370 ppm, and increasing, in modern times) could possibly explain the recent bush encroachment in savanna protected areas, despite the presence of large mammalian browsers. Attempts to recreate 'natural' fire regimes that simulate pre-colonisation fire regimes may be inappropriate under scenarios of global change and higher CO2 levels.35 The reversal of woody plant encroachment, and accompanying losses of biodiversity, will require the application of high-intensity, and possibly dangerous, fires to control woody plant growth. This is likely to present significant challenges to managers of savanna ecosystems.
The second issue relates to the interactions between elephants and fire. Concern is often expressed about declining numbers of large trees in the Kruger National Park, which are at least in part due to fire, and interactions between fire and damage by elephants.46,47 The exclusion of one of either fire or elephants, and the presence of the other, both result in the dominance of large trees; the co-occurrence of both apparently erodes the number of large trees.27 Elephants do considerable damage to woody vegetation, and increase the susceptibility of trees to damage during fires (Fig. 3). It is therefore tempting to consider either the manipulation of fire regimes, or reductions in elephant numbers, as possible means of slowing or preventing declines in large trees in the presence of elephants. However, there are a number of underlying principles that need to be considered before such interventions can be proposed.48 These include: (i) the absence of a benchmark against which to judge an 'ideal' vegetation state for the park; (ii) the possibility that large trees present today may have established during a time when elephants had been eliminated from the area, as has happened elsewhere49 and which is itself an unnatural situation; and (iii) the fact that observed declines in large trees took place despite limiting the elephant population through culling for over three decades. Manipulation of one component of an ecosystem is likely to be ineffective because poorly understood feedbacks are not taken into account and 'perpetual tinkering' to meet aesthetic objectives should be avoided.48 There is also growing recognition that ecosystems are in a state of flux36 and that stable or semi-stable states are both unattainable and undesirable. Thresholds for the maintenance of tree populations need to be made spatially explicit, for example so that the elimination of large trees can be tolerated in some areas as long as they survive in others.48 Clearly, the issue of interactions between fire regimes, herbivory and other factors requires better understanding if concrete recommendations about the use of fire are to be made.
The evolution of fire management in southern Africa over the past century has reflected increasing levels of ecological understanding. Attitudes towards fire and its management have changed dramatically from the views of the 1920s, when fire was regarded, in an ecological sense, as a detrimental force that needed to be controlled. These views were slow to change, but over the next few decades fire came to be viewed by many as something that was not always bad, and had to be tolerated and understood. As a result, many critically important long-term burning experiments were initiated in the 1950s and 1960s. As ecological understanding advanced further, fire was finally recognised as a key ecosystem process that was both inevitable and necessary.
The evolution of fire management approaches and philosophies reflected this advance in understanding. During the early 20th century, fire prevention and suppression was the order of the day. With the later acceptance of prescribed burning as a management practice, policies were developed with a view to imposing a desired fire regime onto the landscape. Under these policies, managers focussed on the implementation of particular prescriptions, without critically assessing whether or not strategic ecological objectives were met. More recently, in South Africa and elsewhere, there has been much progress towards attempts to influence fire regimes, rather than to maintain a 'command-and-control' approach.50 While we are beginning to understand the degree to which fire regimes can be influenced, surprisingly little is known about the ultimate ecological outcomes of altered fire regimes. There is thus an ongoing emphasis on setting management goals (both in terms of fire regimes and their outcomes), monitoring the outcomes closely, and making adjustments as understanding increases.
Our ability to deal with dynamic ecosystem management challenges within the context of imperfect understanding will be determined by how well, and how fast, we can learn from experience. The recent adoption of adaptive management approaches is certainly a step in the right direction, but it needs to be expanded and strengthened. Adaptive management will require managers to set measurable (and meaningful) goals, collect and curate considerable volumes of data, and to continually assess new evidence, and change approaches, as understanding increases. In South Africa, we are fortunate to have a strong tradition of ecological research, and consequently understanding, on which to build. This tradition must be passed on to young South Africans if science is to maintain its important role in informing management and conservation.
I thank Harry Biggs for stimulating discussions on adaptive management. Figures 1 and 2 are reproduced, with permission, from the journals Conservation Biology and International Journal of Wildland Fire, respectively.
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Received 6 April. Accepted 7 September 2009.