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Documenting Saguaro Mortality and Regeneration Project materials

MS 859
Image
A large sign, posted outdoors in the Sonoran desert, with white lettering on a dark background, held up by saguaro skeleton posts, announcing the Sahuaro National Monument.

Sahuaro [now Saguaro] National Monument entrance sign, 1941.

Collection area: Arizona and Southwest

Collection dates: 1941-2025

About this collection

This collection documents the 80+ years of the project to survey and study saguaros in Saguaro National Park in Arizona to determine what effects the changing environment is having on the reproduction and survival rates of the saguaros between 1941-2020. It contains multiformat research materials including eighteen field notebooks, reports, correspondence, maps, news articles, north boundary fence information, photographs, published papers, saguaro disease and mortality resources, volumes 2-3 of Ecology of the Saguaro, a 20" x 20" tracing of an aerial photograph of Section 17, and a 20" x 20" blueprint copy of that tracing with subplot information. Please note: the field notebooks are in fragile condition and should be handled with care.

There is one flash drive included in this collection that contains copies of much of the physical collection materials. There are also some materials not included in the physical collection on the flash drive including a letter by the donors Orum and Ferguson about the collection and project dated 2025, the contents of a field notebook dated 2021-2022, a 234-page administrative history by Marcus Burtner dated 2011, and a document with excerpts from Burtner's history. Information about this flash drive can be found in Series II.

Historical background

The Saguaro Mortality and Regeneration Project was started in 1941 by employees of the U.S. Department of Agriculture Bureau of Plant Industry in partnership with the University of Arizona and National Park Service. Funding for the project was originally set up by Sen. Carl Hayden who wanted to find a way to preserve the saguaros.

The concern was the mortality rate and visible rot of saguaro cacti in Saguaro National Monument, so 64 ten-acre plot of Section 17 of the Monument were staked out by University of Arizona students who surveyed and staked out 13,304 saguaros. The field notebooks in this collection were used to record the observations of researchers who studied the condition of all the staked-out saguaros. The researchers divided Section 17 into a control and experiment group by removing and burring the saguaros with stem rot in the south half of the section while leaving those in the north half alone to be monitored as the control group. The results of this test can be found in the field notebooks dated 1941-1945. In 1946, the removal of saguaros was ended because researchers decided that the stem rot was not very contagious. Six ten-acre plots became the focus of this project for more than 80 years continuing on today. The remaining field notebooks dated 1946-2020 cover this part of the project.

Tom Orum, a plant pathologist originally from California, and his wife Nancy Ferguson, an ecosystems ecologist originally from Tennessee, moved to Tucson in the mid 1970's and married in 1980. They spent over four decades studying the saguaros in these six ten-acre plots in Saguaro National Monument beginning in 1979. Dr. Stanley Alcorn, who had begun his work on the project in 1955 and whose records are included in this collection, introduced Tom to the project. Soon after, Nancy joined in the effort. Tom and Nancy retired from their jobs at the University of Arizona in 2000 to devote their time to the project. Tom and Nancy are the third generation to continue this project which includes monitoring approximately six hundred saguaros throughout the Monument. Some of the plots the couple studied have been named Orum plots in their honor.

Tom and Nancy used specific tools for the project including a PVC pipe they used to measure the height of the saguaros and eventually nicknamed Charlotte. They also preferred a compass to GPS coordinates for their notes. Nancy took over the field notebooks which contain measurements of the cacti and observations about their condition. The couple searches for and celebrates finding new saguaros and keeps tabs on the older saguaros to monitor the effects climate change is having on the cacti. It has been found over the decades that climate change, especially droughts, and human activity are mainly responsible for the declining number of new saguaros in the Monument. With a lifespan occasionally reaching 200 years, it is not of major concern that saguaros are dying out, but it is difficult for the young saguaros to survive in the increasingly dry climate.

Tom and Nancy handed in their final survey of their beloved saguaros in 2022 and have retired from the project. The project continues in the capable hands of Don Swann, biologist of the Saguaro National Monument, and Kara O'Brien. Swann nominated Tom and Nancy for the Ray Turner award for their work on the project only a few years ago. Today, the project continues to hold the title of the longest running scientific survey in Saguaro National Monument and may perhaps hold the title of the longest running annual censuses of a perennial plant population.

Tom Orum: BA in Mathematics at Yale University; MS in Agronomy and Plant Genetics University of Arizona. Tom worked as Research Specialist in the Department of Plant Pathology for Stan Alcorn from1977 to 1991 focusing on diseases of desert plants including saguaros, guayule, and jojoba and for Merritt Nelson from 1991 to 2000 focusing on the epidemiology of virus diseases including the Saguaro Cactus Virus. Following retirement in 2000, Tom and Nancy Ferguson (wife) continued the annual saguaro census (this project) at Saguaro National Park and devoted much of their time to a community conservation ranch in the Middle San Pedro River Valley (https://saguarojuniper.org).

Nancy Ferguson: BS in Biology from the University of North Carolina Greensboro; MA in Zoology from the University of North Carolina Chapel Hill. After graduate school in North Carolina and managing data for the Eastern Deciduous Forest Biome Project at Oak Ridge National Laboratory in Oak Ridge, TN, Nancy accepted a position at the University of Arizona in 1974. At the University of Arizona, Nancy was a team member in a series of projects: natural resource planning in West Africa, raising grapes and making wine, rodent ecology, genetic diversity of wild Bacillus subtilis, and monitoring red squirrels on Mount Graham in Arizona. Tom Orum and Nancy married in 1980 and retired from the University of Arizona in 2000.

1929
Under the leadership of University of Arizona President, Homer Shantz, The University of Arizona bought land in what is now Saguaro National Park for a scientific preserve. (p 20 in Marcus Burtner 2011 Administrative history of Saguaro NP.pdf). The area purchased in 1929 was called the University Cactus Forest which includes the south half of the study area in Section 17, R16E, T14S documented in our donation to Special Collections
1933
President Herbert Hoover designated the University Cactus Forest and the adjacent uplands to the east to be Saguaro National Monument based on the efforts of Homer Shantz and others.
1939-1940
Stem rot of saguaros in the Cactus Forest alarmed observers particularly out of fear that the disease could be catastrophic like the blight on chestnut trees in the eastern deciduous forest.
1940-1941
Principal people involved in setting up the study in Section 17, R16E, T14S: Lake S. Gill, Senior Pathologist, Division of Forest Pathology, Bureau of Plant Industry United States Department of Agriculture, Albuquerque, NM; James G. Brown, Head, Department of Plant Pathology at the University of Arizona, Tucson, AZ; C. A. Richey, Superintendent, National Park Service, Headquarters, Southwestern Monuments, Coolidge, AZ; and N. R. Tillotson, Regional Director, National Park Service, Region Three, Santa Fe, NM. Section 17 was surveyed into 64 10-acre plots by engineering students from the University of Arizona. Paul Lightle was hired by the Division of Forest Pathology, Bureau of Plant Industry United States Department of Agriculture to make field observations under supervision of J. G. Brown and Lake Gill. (Paul Lightle, Master’s Thesis, 1947)
1941-1947
Paul Lightle continued field observations. Those observations are recorded in the field books for this period donated to Special Collections. In 1946, six 10-acre plots in Section 17 were selected for ongoing study.
1943
James Mielke made field observations for Paul Lightle because Lightle was in the U. S. Navy (Paul Lightle, Master’s Thesis, 1947).
1941-1951
here are details and documents related to this period in Appendix I pp 153 to 210 in Steenbergh, W. F. and C. H. Lowe, 1983, Ecology of the Saguaro: III. Growth and Demography. U. S. Department of Interior, National Park Service, a copy of which was provided to Special Collections.
1948-1954
Craig Bryan led the study. He was working for the Division of Forest Pathology, Bureau of Plant Industry, United States Department of Agriculture under the supervision of Curtis May, Plant Pathologist with the Bureau of Plant Industry United States Department of Agriculture in Beltsville, Maryland.
1955-1962
Stan Alcorn took over the research in Section 17 from Craig Bryan. Stan worked for the Agricultural Research Service in Tucson under the supervision of Curtis May, Principal Pathologist, Ornamental Plants Section, for the Division of Forest Pathology, Bureau of Plant Industry United States Department of Agriculture, Beltsville, MD. Note that in 1954, the Bureau of Plant Industry became the Agricultural Research Service (ARS) within the United States Department of Agriculture.
1962-1999
Stan Alcorn led the saguaro research in Section 17 as a professor in the Plant Pathology Department at the University of Arizona until 1991 when he retired and as a volunteer from 1991 until his death in 1999. Tom Orum joined Dr. Alcorn in the field work beginning in 1979 and Nancy Ferguson joined in the field work beginning in the mid-1980s. Jeanne Mihail did field work on the project from the mid-1980s to the early 1990s.
1999-2022
Tom Orum and Nancy Ferguson conducted the annual census of the six plots in Section 17.
2023-present
Kara O’Brien, biologist with the National Park Service, in collaboration with Don Swann, retired biologist with the National Park Service are continuing the census work.

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