The tops of some mountains in the southern Appalachians are relatively treeless, resembling a man with a bald spot on his head, hence the name Appalachian bald. There are 2 types of balds–grassy and heath. Grassy balds are open environments surrounded by forests of red spruce, yellow birch, red oak, chestnut oak, and buckeye. Heath balds consist of shrubby plants that prefer acid soils including rhododendron, azalea, and blueberry. Peter Weigl theorizes Appalachian balds are relic communities of ancient origin. He believes harsh climates during Ice Age glacial maximums killed the trees growing at higher elevations in the southern Appalachians. Prolonged sub-zero temperatures, frequent ice storms, and windy conditions increased tree mortality. In some areas grass and in others shrubs took advantage of these sunny environments and became the dominant flora. This attracted herds of megafauna such as mammoths, bison, and horses. Their trampling and grazing further favored the dominance of grass and shrubs over trees. Grass can withstand heavy grazing and rapidly grow back in this cool moist climate, while the toxic leaves of heath shrubs protected them from hungry megaherbivores. Elk and bison continued grazing on the these mountain meadows until colonial times, keeping them open even as the climate became more favorable for tree growth, and then settlers brought their livestock to the balds inadvertently maintaining these ancient landscapes. But since the early 20th century when farmers switched to industrial jobs and stopped using the balds for livestock grazing, trees have been encroaching on them. Some have disappeared completely, while others are in danger of being overgrown in forest. Ecologists have recognized balds as unique natural communities and are attempting to save them with a combination of mowing and goat grazing.
Modern ecologists are using goats to help maintain grassy balds. The helmeted musk-ox was closely related to goats. I believe the helmeted musk-ox was the most important species of megafauna involved in the maintenance of grassy balds during the Pleistocene.
Peter Weigl notes several lines of evidence supporting his belief that southern Appalachian balds are ancient natural communities originating early during the Pleistocene or before. There are many endemic species of plants growing on balds that are found nowhere else. The process of evolution is slow and it’s unlikely so many different species would have evolved so rapidly. There are also many disjunct species found more commonly in more northerly latitudes. They are relics surviving in higher cooler elevations but were once more widespread in the region when overall climates were cooler. This means these plants have been present here throughout many changes in climate. There’s no evidence of fire in these cool moist higher elevations, and few fire-adapted species of plants live here. This rules out anthropogenic fire as a mechanism in bald creation. Balds were described before Europeans settled here, and even as late as 1790 only 80 settlers lived in the region–not enough people to have cleared so much land. Relic and endemic species of small mammals, birds, reptiles, and amphibians are also evidence of ancient origin. Finally, without regular mowing and grazing, these open environments are converting to forest, suggesting a dependence on megafauna presence.
The Canadian blackberry (Rubus canadensis) is native to high elevations in the southern Appalachians, but it has become a problematic plant on grassy balds. This plant will encroach on grassy areas, completely taking over. Trees begin to sprout in the brier patches–the first stage of succession leading to the termination of a grassy bald. Ecologists use goats (Capra aegagrus) to knock back the Canadian blackberry because they readily feed upon the thorny plants. Goats are closely related to the extinct helmeted musk-ox. Upon considering this relationship and the coincidental use of goats in bald maintenance, it occurred to me that the helmeted musk-ox may have been the single most important species of megafauna responsible for the existence of Appalachian balds. Along with caribou (Rangifer tarandus) and flat-headed peccaries (Platygonnus compressus), they were probably the first large mammals to colonize the higher elevations during the harshest climatic phases of the Ice Ages. Caribou could survive on lichen, while musk-oxen and flat-headed peccaries could subsist on tougher vegetation. From fossil coprolites scientists know this species of musk-oxen ate woody vegetation during long winters. They were hardier than bison, horses, and mammoths. I think these latter 3 species didn’t move to higher elevation balds until warmer phases of climate. Though they aren’t picky eaters, they prefer lush grasses over thorny blackberry vines. It was the musk-oxen and perhaps the flat-headed peccary that consumed the thorny vines which would otherwise eventually crowd out grasses here.
Life size model of the helmeted musk-ox. This species lived as far south as Louisiana. I’m not sure how accurate this model is. Helmeted musk-oxen were taller and less wooly than the extant species of musk-ox.
Rare endemic species such as the Gray’s lily are evidence that Appalachian grassy balds are of ancient origin.
Fossil evidence of the helmeted musk-ox has yet to be found near the present day location of Appalachian balds. They may never be found here because the most common fossil sites in this region are caves, and musk-oxen probably didn’t venture into caves where they could get ambushed by predators. However, bones of this species have been dredged from 2 sites off the coast of North Carolina. Individual musk-oxen bones have turned up on a North Carolina beach and in a stone quarry near the coast as well. Skeletal evidence of musk-ox as far south as Louisiana and Mississippi has also been reported. A line drawn on a map between these far separate locations goes right through the southern Appalachians, so it’s a safe assumption their range included this region, and I’m convinced they played an important role in the origin of grassy balds.
Reference:
Weigl, Peter; and Travis Knowles
“Temperate Mountain Grasslands: A Climate-Herbivore Hypothesis for Origins and Persistence”
Biological Reviews 89 (2) 2013