Linda Chalker-Scott, Ph.D.,
Extension Horticulturist and Associate Professor,
Puyallup Research and Extension Center,
Washington State University
The Myth of Collapsing Root Balls
“Balled and burlapped root balls must be left intact during transplanting”
While shopping for trees at my favorite nursery, we recently overheard another customer ask a staff person about installing her newly purchased B&B tree. “When I plant my tree I should take off the burlap and twine, right?” she asked. “Oh no,” exclaimed the staffer. “You don’t want to disturb the root ball. Just peel the burlap back from the trunk and leave the rest intact. Otherwise, the root ball will collapse and the tree will die.”
At first glance, this appears to be reasonable advice. Balled and burlapped, or B&B trees, are much heavier than potted or containerized trees and one can visualize the root ball collapsing and crushing the root system.
The weight of the root ball also helps stabilize the tree and prevent tilting or falling. Finally, the root ball soil contains beneficial microbes and other soil organisms that can help ease transplant shock to the root system.
With these benefits in mind, why would you consider doing anything differently?
Many nurseries will not guarantee their plant materials if the customer disturbs the root ball, so customers are loathe to do anything that might negate this policy.
This is unfortunate, as disturbing the root ball is exactly what you want to do to maximize survival of your newly transplanted tree.
The most important reason to disturb the root ball of a balled and burlapped tree is to inspect the root system.
The circling, girdling, kinked, and hooked root systems often found in containerized plants occur frequently with B&B materials, too.
Nearly every B&B tree I have purchased and installed, either in my own landscape or as part of a project, has had serious root defects.
By removing the heavy clay one can find and correct many of these defects.
Without corrective pruning these defects will significantly lower the life span of your tree.
Remember, root pruning stimulates the growth and development of new roots that will enhance tree establishment in the landscape.
A second reason to break up the root ball is to remove the clay soil that makes the tree so heavy in the first place.
Most B&B trees are grown in a soil with clay characteristics so that when the tree is dug the root ball it will hold its shape: sandy soil will simply fall away from the roots.
The clay soil not only maintains its shape but also retains water, so that B&B materials are usually more stable in terms of optimal water conditions during the time they are out of the ground.
When the tree is planted into the landscape, however, the clay character of the soil is often different than that of the surrounding native soil.
Differences between soil textures will impede water movement and therefore inhibit root establishment.
A final reason to remove the bagging materials and root ball soil is that many of the B&B specimens at the nursery have been burlapped too high during field digging and bagging.
Burlap and soil that covers the trunk above the root crown will lead to trunk disease and death.
In every nursery I’ve visited I have found more than one tree trunk literally rotting in the bag.
Before purchasing any B&B stock you should ensure that a healthy trunk lives beneath the burlap.
The best practice for transplanting B&B trees is relatively straight-forward.
1) Remove all wire baskets, twine, and burlap from the root ball. Working on top of a tarp will allow you to transport the root ball remnants elsewhere.
2) Remove all clay from the root ball. This can be done most easily by using a water bath or a hose. Use your fingers to work out clumps of clay from between the roots.
3) Look for and prune out defects in your freshly denuded roots. Be sure to keep the roots moist during this procedure and work in the shade if possible.
4) Dig the planting hole to be only as deep as the root system and at least twice as wide. The hole will resemble a shallow bowl.
5) Form a soil mound in the center of the hole to support the root crown of the tree, and arrange the roots radially.
6) Backfill with native soil; do not use any type of soil amendment.
7) Water in well, preferably using the water from step 2 which will contain nutrients and
microbes. Do not step on the root zone, but gently firm using your hands. Add an
appropriate fertilizer (i.e. primarily nitrogen and little or no phosphorus)
8) Mulch the entire planting region with at least 4” of organic mulch, keeping a buffer between
the trunk and the mulch to prevent disease.
9) Stake your tree low and loose with 3 stakes for no longer than one year after planting.
10) Keep your tree well watered during the first year of establishment.
You may have removed a good portion of the root system and its ability to take up water and nutrients will be temporarily impaired.
Do not succumb to the temptation to crown prune or add expensive, but pointless, transplant supplements.
This method is radically different from historically accepted practices.
Yet recent and ongoing research demonstrates that bare-rooting B&B trees leads to substantial increases in tree establishment and survival.
Investing the time to prepare and install trees properly will pay future dividends of reduced maintenance and mortality for the lifetime of your landscape.
The Bottom Line
• Balled and burlapped plant materials usually contain soil significantly different than that of the transplant site.
• Differences in soil texture will impede both water movement and root establishment.
• Root defects can only be found and corrected if root ball soil is removed.
• Proper root preparation combined with best practices for installation will greatly improve tree establishment and survival in any landscape.
For more information, please visit Dr. Chalker-Scott’s web page at http://www.theinformedgardener.com.