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Transplanting Trees
Agricultural Extension Service
The University of Tennessee
SP 572
Transplanting
Trees
David S. Vandergriff
Area Specialist
Ornamental Horticulture
Wayne K. Clatterbuck
Associate Professor
Forestry, Wildlife & Fisheries
Successfully transplanting trees depends on deci-
sions and production practices that take place long before
the first shovel of soil is turned. Selecting the right species
and high-quality nursery stock based on planting site char-
acteristics, available care after planting, transplant size, root
ball characteristics and nursery production practices is es-
sential to successful transplanting. The rewards for atten-
tion to these details will be realized as the transplanted tree
matures and increases its importance to your property.
Trees experience tremendous stress in the trans-
planting process, primarily from adverse changes in their
ability to absorb water due to root loss. Water stress is the
primary cause of transplant failure. Root loss affects hor-
mone synthesis and distribution that regulate shoot growth.
Root loss also reduces carbohydrate storage, affecting en-
ergy available for rapid root regeneration, critical for trans-
plant survival. The ability of a tree to maintain sufficient
vigor while recovering from the adversities of transplant-
ing will determine its success or failure.
Trees have traditionally been offered for sale in
the nursery trade using three methods: bare-root, balled and
burlapped (B&B), and containers including pot-in-pot and
in-ground fabric containers.
(a)
BareÐRoot
Bare-root production systems have several advan-
tages. Bare-root trees can be produced less expensively than
trees produced in other systems due to easier digging, stor-
ing and shipping, since the soil is not kept with the roots
when the tree is dug. The root system can be inspected, and
inferior or defective roots can be removed. The range of
tree sizes is limited in bare-root transplants due to the in-
ability to move larger trees successfully. Seasonal constraints
Examples of (a) bare-root, (b) balled and burlapped, and
(c) above ground pot-in-pot nursery production systems.
(b)
(c)
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are greater in this production system because bare-root trees
should be dug and transplanted during the dormant season
(December-March). Careful handling of bare-root trans-
plants is necessary to avoid root desiccation. Bare-root trees
often require staking to avoid windthrow following leaf
emergence.
should be watered well prior to transporting and should be
covered to reduce water loss. Plant the trees as soon as they
arrive at the planting site. If this is not possible, water the
trees well and place them in a holding area away from wind
and the direct sun. B&B trees should be healed-in to protect
the root ball from desiccation if immediate planting is not
possible. Regular watering should be provided until the
planting is completed.
Balled and Burlapped
Balled and burlapped (B&B) is the most traditional
method of transplanting trees. These trees are available in a
wide range of sizes and are commonly found in nurseries.
Compared to bare-root transplants, B&B trees can be planted
over a longer period of time and have less stringent han-
dling and storage requirements. B&B trees can be hand dug
or dug with mechanical tree spades. B&B trees can be trans-
planted anytime the ground is not frozen. The shape of the
root ball can be easily altered to facilitate special planting
conditions such as compacted or high water table soils. The
need for staking following planting is less likely due to the
weight of the soil in the root ball.
The primary disadvantage to B&B trees is that usu-
ally 95 percent of the original root system of the tree is left in
the field. The weight of the soil on larger B&B trees results
in increased shipping costs and the possible need for spe-
cialized equipment to handle and plant the trees.
Planting
The most common mistakes in transplanting trees
are planting too deep, and over or under watering. Careful
attention to properly preparing the planting hole greatly in-
creases the odds of successfully transplanting trees. The
planting hole should be at least three times as wide as the
root ball, have sloped sides, and be no deeper than the
rootball. Plant the tree about two inches higher than the sur-
rounding ground to allow settling of the root ball and pre-
vent ponding of water at the tree base. If the tree is bare-
root, be sure to spread the roots before backfilling. If a con-
tainer tree is being planted, be sure to cut and spread out the
roots to prevent girdling.
After the tree is set in the planting hole at the proper
depth, gently remove the pinning nails or rope lacing so the
burlap can be cut and removed from the sides of the root
ball. The burlap at the bottom of the root ball should be left.
Removing the bottom burlap may injure the roots. If a wire
basket has been used, cut away as much of the basket as
possible without disturbing the root ball. This will avoid
any conflicts with the roots or with any equipment used later
Above-Ground Containers
A tree produced in an above-ground container has
the advantage of being transplanted with all of its root sys-
tem. The well-drained artificial media used in above-ground
containers is considerably lighter than field soils found in
B&B trees, making these trees less expensive to transport
and easier to handle. The use of in-ground fabric containers
may also reduce the weight of the treeball. Trees produced
in above-ground containers are available for planting any
time of year, as long as the soil is not frozen.
The major disadvantage of above-ground container
production is increased defects, such as girdling roots and
lethal high root temperatures on the south and west sides of
the container. Above-ground containers are subject to blow-
ing over in winds at the nursery, causing wounds to the tree.
Pot-in-pot production systems reduce both the lethal root
temperatures on the south and west sides of the pot and the
incidence of blowing over.
Prune codominant leaders
DO NOT prune terminal
leader or branch tips
Prune rubbing or
cross branches
DO NOT stake or wrap
trunk unless necessary
Prune narrow crotch angles
and water spouts
Prune broken branches
Remove tags and labels
Prune suckers
Cut away all balling ropes
Remove top of wire basket
2”-3” mulch kept away from trunk
Soil well to contain water
Pre-plant Handling
Careful handling of the root ball is absolutely nec-
essary to prevent damage to the tree prior to transplanting.
Root balls are fragile regardless of the production technique
used; however, B&B trees and those in soft fabric contain-
ers are the most easily damaged. Never pick up or carry a
tree by its trunk, especially a B&B tree, due to the weight of
the root ball. Always secure the tree during transport so the
root ball is not damaged, resulting in broken roots. Trees
Widen and score
hole wall
UNAMENDED backfill soil
Partially backfill, water to
settle soil, finish backfilling
Area for water drainage
(pipe or tile could be installed)
Remove container and cut circling
roots if container-grown, or as much
burlap as possible if field-grown
Leave solid soil pedestal -
do not dig deeper than ball depth
Dig hole 2-3 times root ball width
Source: Appleton and French 1995
2
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if the tree dies and the stump is removed. Remove any rope
or other tying materials, plant tags or labels from the trunk
to avoid girdling.
Gently backfill the planting hole with the soil that
was removed from the hole with no additional amendments.
If amendments are used, differences in soil pore sizes will
be created causing problems with water movement, water
retention and root growth between the root ball, planting
hole and surrounding soil. When the hole is about halfway
filled in, pack the soil tightly and water the tree to settle any
air pockets and to assure good contact between the soil and
tree roots. Finish backfilling the hole, then water the tree
thoroughly.
Mulch should be placed around newly planted trees
to help conserve moisture and reduce competition for mois-
ture from turfgrass. Be careful not to over-mulch (2 to 3
inches is the optimum depth), keeping the mulch 6 inches
away from the trunk of the tree to avoid disease problems
and rodent damage.
If fertilizer is applied at planting, use a slow-release
fertilizer at a rate not to exceed 1 lb. of actual nitrogen per
1,000 sq. ft. Avoid using fast-release fertilizers to avoid root
burn. Staking should only be done if absolutely necessary
and any stakes should be removed within a year following
planting. Be careful that the staking materials do not injure
the trunk of the tree or girdle the tree. Prune only broken or
diseased limbs at planting.
The need for watering following transplanting can-
not be overemphasized. The larger the tree that is trans-
planted, the more watering is necessary. Tree wraps are not
necessary following transplanting, as research has shown
that they have no beneficial effects. Loose-fitting guards
may be installed for protection from animal or equipment
damage as long as they permit good air circulation.
Careful attention to details in tree planting will im-
prove the probability of success. Correctly planted trees will
bring years of enjoyment and will enhance your property.
Transplanting Guidelines
1.
Plan ahead to match the species to the area or site to be planted, i.e., plant the right tree in the right place. Is
the site appropriate for the tree that you want to place there?
2.
Select high-quality plants without visible damage at the nursery or local garden center. Look for vigorous
growth, good leaf color and roots that are white and firm.
3.
Be careful in handling and transporting the tree to the planting site. Take extra care not to damage the bark or
the root system.
4.
Properly prepare the planting hole. The hole should be at least three times as wide as the root ball, have sloped
sides and be no deeper than the root ball.
5.
Plant the tree as soon as possible. Do not use soil amendments. Backfill with the same soil which was removed
from the hole. Mulch.
6.
Water, but do not overwater, newly transplanted trees. Irrigate slowly so that water infiltrates and soaks the
ground. Watering for several years, especially during droughty periods, may be necessary until the tree is fully
established.
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References
Gilman, Edward F. 1997. Trees for Urban and Suburban
Landscapes. Delmar Publishers, Albany, New York.
Harris, J, Roger and Nina L. Bassuck. 1993. Tree planting
fundamentals. Journal of Arboriculture 19(2): 64-70.
Appleton, Bonnie L. and Susan French. 1995. Tree and shrub
planting guidelines. Publication 430-295. Virginia Coop-
erative Extension, Virginia Tech University, Blacksburg, VA.
Circling roots are common in containerized plants. Roots should be cut
in a few places to initiate new roots and prevent circling roots from
eventually girdling the tree trunk.
Mechanical tree spade.
Fabric container grow bag.
Appreciation is expressed to Sam Jackson for design of this publication.
SP 572 - 15M - 12 - 00
R12 - 4910 - 21 - 004 - 01
The Agricultural Extension Service offers its programs to all eligible persons regardless of race, color, national origin, sex, age, disability, religion or veteran status and is an Equal
Opportunity Employer. COOPERATIVE EXTENSION WORK IN AGRICULTURE AND HOME ECONOMICS The University of Tennessee Institute of Agriculture, U.S.
Department of Agriculture, and county governments cooperating in furtherance of Acts of May 8 and June 30, 1914.
Agricultural Extension Service Charles L. Norman, Dean
Printing for this publication was funded by the USDA Forest Service through a grant with the Tennessee Department of
Agriculture, Division of Forestry. The Trees for Tennessee Landscapes series is sponsored by the Tennessee Urban Forestry Council.
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FORESTRY
OF A
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