ISA BCMA study materials
ISA BCMA study resources

ISA BCMA cheat sheet

ISA BCMA · Keep the key ideas within reach.

Quick reference

Tree Biology

  • Primary growth occurs at apical meristems of root and shoot tips; secondary growth occurs at the vascular cambium, which produces xylem inward and phloem outward.

  • Xylem transports water and dissolved minerals upward from roots; phloem translocates photosynthate from sources (leaves) to sinks (roots, fruit, storage tissue).

  • CODIT walls: 1 = plugged xylem vessels; 2 = inward-facing cells; 3 = rays and axial parenchyma; 4 = the suberized barrier zone formed by the cambium after wounding.

  • Trees compartmentalize rather than heal; the barrier zone separates wood present at wounding from wood formed afterward.

  • Most fine roots occupy the top 12-18 in (30-45 cm) of soil, and root spread commonly reaches 2-3 times the canopy radius, well beyond the dripline.

  • Photosynthesis is 6CO2 + 6H2O + light -> C6H12O6 + 6O2 in chloroplasts; respiration consumes O2 and sugars in all living cells, day and night.

  • Reaction wood: tension wood forms on the upper side of leaning angiosperms (pulls); compression wood forms on the lower side of leaning gymnosperms (pushes).

  • Sapwood is conductive and stores starch; heartwood is nonconductive, provides structural support, and in some species resists decay through extractives.

Quick reference

Tree Identification and Selection

  • Dichotomous key traits in order of usefulness: leaf arrangement (alternate, opposite, whorled), leaf type (simple vs. compound), margin, venation, bud and twig features, bark, fruit.

  • Opposite arrangement occurs in maples (Acer), ashes (Fraxinus), dogwoods (Cornus), buckeyes (Aesculus), and viburnums; most other trees are alternate.

  • Gymnosperms bear naked seeds usually on cones with needle or scale leaves; angiosperms bear seeds enclosed in fruit and typically have broad leaves.

  • Monocots such as palms and yuccas show parallel venation and scattered vascular bundles, have no vascular cambium, and form no true annual rings.

  • Right tree, right place: match mature height and spread to available space first, then screen for hardiness zone, soil pH, drainage, drought and salt tolerance, and pest susceptibility.

  • Cultivar selection should weigh pest resistance (e.g., Dutch elm disease-resistant elms) and known structural defects as well as ornamental traits.

  • Native vs. non-native is a site-fit question, not a rule; natives often suit local soils and wildlife, while non-natives may be selected where natives fail site extremes.

Quick reference

Soil Management

  • The soil texture triangle classifies soil by percent sand, silt, and clay; loam is roughly 40% sand, 40% silt, 20% clay and suits most trees.

  • Bulk density above about 1.6 g/cm3 generally restricts root growth; clay soils can be limiting above about 1.4 g/cm3.

  • Cation exchange capacity is the soil's ability to hold exchangeable Ca, Mg, K, and NH4; it increases with clay and organic matter and reduces nutrient leaching.

  • Most trees perform best at pH 5.5-7.0; above pH 7.5 iron and manganese become less available, and below pH 5.5 calcium, magnesium, and molybdenum may be limiting.

  • Compaction destroys macropores and reduces oxygen; roots require adequate soil oxygen, and saturated soils turn anaerobic within days.

  • Apply organic mulch 2-4 inches deep out to the dripline or beyond, kept pulled back from the trunk to avoid stem decay and rodent damage.

  • Amend soil over the whole planting area when possible; amending only the backfill can create a texture contrast that impedes water movement.

  • Fertilizer is labeled by N-P-K percentages; apply based on soil or foliar test results and avoid high nitrogen when the goal is root growth or drought hardiness.

Quick reference

Installation and Establishment

  • Dig the planting hole two to three times the root ball's width and no deeper than the root ball, so the root flare sits at or slightly above finished grade.

  • Nursery guideline: about 10-12 inches of root ball diameter per inch of trunk caliper.

  • Remove wire basket, burlap, and twine from at least the top third of the ball (preferably all), and cut or straighten circling and kinked roots before backfilling.

  • Establishment generally takes about one year per inch of trunk diameter, up to roughly three years, with irrigation most critical in the first two seasons.

  • Irrigate at planting to settle soil and close air pockets, then supply about 1 inch of water per week absent rainfall, delivered as deep, infrequent soakings.

  • Stake only when the root ball cannot support the trunk; ties should permit some trunk movement, and stakes should be removed after one to two growing seasons.

  • Do not fertilize at planting; nitrogen can push top growth before roots establish and can injure new roots.

  • Deep planting with the root flare below grade, and mulch piled against the trunk, lead to girdling roots, stem decay, and chronic decline.

Quick reference

Diagnosis and Plant Disorders

  • Diagnosis sequence: identify the plant, define the problem, look for patterns, examine the site and history, form a hypothesis, then test it before treating.

  • Abiotic disorders are typically uniform, affect one species or one exposure, and show no pest signs; biotic problems are often patchy, progressive, and show signs.

  • Signs are direct evidence of the agent (frass, mycelium, fruiting bodies, egg masses); symptoms are plant responses (chlorosis, necrosis, wilt, gall, dieback).

  • Nitrogen deficiency shows general yellowing starting on older leaves; iron deficiency shows interveinal chlorosis on new growth, common at high soil pH.

  • Potassium deficiency causes marginal scorch and necrosis on older leaves; magnesium deficiency causes interveinal chlorosis on older leaves.

  • Growth-regulator herbicide injury (2,4-D, dicamba) causes cupping, twisting, epinasty, and leaf strapping, often on the side facing the application.

  • Root and vascular problems mimic shoot symptoms: Phytophthora in wet soils, Verticillium with one-sided flagging and vascular discoloration, Armillaria with mycelial fans.

  • Check the base first: girdling roots, a buried root flare, and mulch volcanoes explain many declines before any pathogen is implicated.

Quick reference

Plant Health Care

  • IPM order of tactics: prevention and cultural controls, then mechanical/physical, then biological, then chemical only when thresholds are exceeded.

  • Set action thresholds before monitoring begins; treatment is justified only when the pest population or damage exceeds the threshold.

  • Monitoring tools include visual inspection, pheromone traps, sticky cards, and growing degree day models used to time treatments to susceptible pest stages.

  • The pesticide label is the legal document; follow PPE requirements, the restricted entry interval, and the pre-harvest interval.

  • Manage resistance by rotating modes of action (FRAC groups for fungicides, IRAC groups for insecticides) and by not treating below threshold.

  • Biological controls include predators, parasitoids, entomopathogenic nematodes, and Bacillus thuringiensis for caterpillars; they work best when broad-spectrum sprays are avoided.

  • Fertilization is not a pest cure; it helps only when a nutrient is deficient and can worsen problems such as aphid or mite outbreaks.

Quick reference

Pruning

  • ANSI A300 pruning types are cleaning, thinning, raising, reduction, restoration, and vista pruning, defined by objective rather than by tool.

  • Make the final cut just outside the branch bark collar; flush cuts and stubs remove or expose the tree's natural defense zone.

  • Three-cut method for large limbs: an undercut, a top cut further out, then the final cut at the collar to prevent bark tearing.

  • A reduction cut is made to a lateral branch at least one-third the diameter of the removed limb; smaller laterals invite vigorous sprouting.

  • Remove no more than about 25% of the live crown in a single pruning cycle, and prune mature trees more conservatively.

  • Dormant pruning is preferred for most species; avoid pruning oaks in spring where oak wilt occurs and elms where Dutch elm disease vectors are active.

  • Wound dressings are not recommended; research shows no decay-prevention benefit and some products interfere with woundwood formation.

  • Topping and lion tailing are discouraged: topping yields weakly attached sprout clusters and decay, while lion tailing causes sunscald and epicormic growth.

Quick reference

Tree Protection

  • The critical root zone is commonly a radius of about 1 foot per inch of trunk diameter; the tree protection zone is often set at 1.5 times that radius.

  • Install sturdy fencing at the protection zone boundary before demolition or grading begins, and allow no storage, parking, or material washing inside.

  • Even a few inches of fill over roots reduces oxygen diffusion, and lowering grade severs roots, so both require a root management plan.

  • Avoid cutting roots larger than about 2 inches in diameter, and never sever more than about 25% of a tree's root system in one operation.

  • Tunneling beneath roots is preferred over trenching; use an air spade or vacuum excavation to expose roots when digging is unavoidable.

  • Spread mulch 2-4 inches deep across the protected zone to reduce compaction, moderate soil temperature, and conserve moisture during construction.

  • ANSI A300 Part 5 addresses tree management during construction and Part 8 addresses root management; project specifications should cite them.

Quick reference

Tree Risk Management

  • Risk = likelihood of failure x likelihood of impact x consequences; a defect with no viable target poses no risk.

  • Assessment levels: Level 1 limited visual, Level 2 basic with a 360-degree walk-around and optional sounding, Level 3 advanced with diagnostic tools.

  • Included bark in a co-dominant union is a high-risk defect: trapped bark prevents wood formation and the union can split suddenly.

  • Common failure indicators include cavities, cracks, cankers, decay, conks or fruiting bodies, lean, root plate lifting, co-dominant stems, and severed roots.

  • Decay detection tools include sounding with a mallet, the resistograph, and sonic tomography; results are interpreted alongside species traits and targets.

  • Mitigation hierarchy: eliminate or move the target, then prune, install support, or treat, and remove the tree when risk cannot be reduced acceptably.

  • Ratings are reported as low, moderate, or high with a reassessment interval, and findings must be documented and communicated to the tree owner.

Quick reference

Urban Forestry and Tree Management

  • Urban forest inventories are either complete (100% of trees) or sample-based; data are collected with GPS/GIS and managed in software for work planning.

  • i-Tree Eco quantifies structure, air pollution removal, carbon storage and sequestration, and stormwater effects using inventory and local weather data.

  • The trunk formula appraisal method calculates value as unit tree cost x trunk area x species rating x condition rating x location rating.

  • Urban forest benefits include air quality, stormwater attenuation, energy savings, carbon sequestration, property value, and public health effects.

  • Tree ordinances typically address preservation, replacement ratios, heritage tree designation, removal permits, and right-of-way planting standards.

  • Canopy cover targets (many communities use 40%) are measured from aerial imagery and used to direct planting programs and budgets.

  • Program management relies on ANSI A300 standards, ISA best management practices, a trained workforce, and a budget covering pruning cycles, removals, planting, and inventory.