Best practice in relation to urban tree planting, care and management. Includes urban site analysis, tree identification, tree surveying and inspection, pests and diseases, tree selection, urban tree planting and aftercare.
Supervision - general
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Supervisors must:
Know what to expect from workers in terms of health and safety.
Understand their organisations health and safety policy and their role within it.
Ensure workers understand work-related risks and the measures to control them.
Ensure control measures are adequate, being properly used, maintained and monitored.
Ensure workers are trained in identifying hazards specific to arboriculture and knowing the processes for controlling those risks.
Ensure arrangements are in place when using contractors or sub-contracting work.
Supervise some workers more than others (e.g. young people, new and inexperienced staff, those whose first language is not English).
Further information:
Health and Safety Executive
L146 Consulting with workers on health and safety
HSG263 Involving your workforce in health and safety
Health and safety Basics for your business - Provide information, training and supervisionForest Industry Safety Accord
FISA 802 Emergency Planning
FISA 805 Training and certification
FISA 806 Welfare
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UK Government
Multi-Agency Geographic Information for the Countryside [MAGIC map]NatureScot
Species licensing A–Z guideNational Biodiversity Network
Species records mapNatureScot
Standing Advice for Planning Consultations
- Birds
- Badger
- Bats
- Beaver
- Great crested newt
- Mountain hare
- Otter
- Pine marten
- Red squirrel
- Reptiles
- Water vole
- Wildcat
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National Joint Utilities Group Guidelines
Volume 4: Guidelines For The Planning, Installation And Maintenance Of Utility Apparatus In Proximity To TreesEnergy Networks Association
Farmers & Agricultural Contractors Safety AdviceHealth and Safety Executive
HSG85 Electricity at work - safe working practices
GS6 Avoiding dangers from overhead power lines
AIS 8 Working safely near overhead electricity power linesForest Industry Safety Accord
FISA 804 Electricity at work: Forestry
FISA 807 Working Near Railways
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Scottish Environment Protection Agency (SEPA)
Disposal of trees and plants infected with specific plant diseasesScottish Environment Protection Agency (SEPA)
Waste carriersArboriculture Association
Guidance Note 2 Biosecurity
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Health and Safety Executive
L22 Safe use of work equipmentHealth and Safety Executive
INDG 291 Providing and using work equipment safelyArboriculture and Forestry Advisory Group
Publications
AFAG 308 Top-handled chainsaws
AFAG 604 Wood chippers
AFAG 608 Mobile stump grindersForest Industry Safety Accord (FISA)
Safety Guides
FISA 203 Clearing Saw
FISA 204 Flails and mulchers in tree work
FISA 301 Using petrol-driven chainsaws
FISA 302 Basic chainsaw felling and manual takedown
FISA 310 Use of winches in directional felling and takedown
FISA 501 Tractor units in tree work
FISA 506 Extraction by horse
FISA 604 Wood chippers
FISA 704 Excavators in tree work
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Health and Safety Executive
L113 Safe use of Lifting Equipment
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Health and Safety Executive
L23 Manual handling
INDG 143 Manual handling at work: A brief guide
INDG 398 Making the best use of lifting and handling aids
INDG 383 Manual handling assessment charts (the MAC tool)
INDG 478 Risk assessment of pushing and pulling (RAPP) toolForest Industry Safety Accord
FISA 103 Planting
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Health and Safety Executive
L25 Personal protective equipment at work
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Health and Safety Executive
L74 First aid at work
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Health and Safety Executive
L108 Control noise at work
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Health and Safety Executive
L140 Hand-arm Vibration syndromeHealth and Safety Executive
L141 Whole body vibration
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Department for Transport
Safety at Street Works and Road Works A Code of PracticeDepartment for Transport
Traffic signs manual (Chapter 8)
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NatureScot
Scottish Outdoor Access Code (How to act responsibly)NatureScot
A brief guide to laws relevant to outdoor access in ScotlandScotways
Moving and closing pathsLegislation
Land Reform (Scotland) Act 2003
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Health and Safety Executive
INDG 453 Reporting accidents and incidents at workHealth and Safety Executive
What causes tree work injuries?
Tree surgery
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British Standards
BS3998:2010 Tree Work - Recommendations. Relevant to tree pruning, removal and associated works.Arboriculture Association
Industry Code of Practice for Arboriculture - Tree Work at Height
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BS 5837:2012
Trees in relation to design, demolition and construction. RecommendationsBarrell Tree Consultancy
Technical Guidance
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Spatial Hub
Tree Preservation Order map
Conservation Areas mapeDevelopment Scotland
Local Planning Authorities (to view Planning Conditions)Scottish Forestry
Exemptions
Felling permission
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Health and Safety Executive
INDG 401 Working at heightHealth and Safety Executive
INDG 367 Inspecting fall arrest equipment made from webbing or ropeArboriculture Association
Industry Code of Practice for Arboriculture - Tree Work at HeightArboriculture Association
Technical GuidesArboriculture Association
Safety Guides
Urban tree planting
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Trees and Design Action Group
Trees in Hard Landscapes: A guide for DeliveryForest Research
Urban Tree ManualThe Tree Council
Miyawaki method handbookJames Urban
Soil-based principles
1. Plant the easy places first
2. Make larger planting spaces
3. Improve soil and drainageTree-based principles
1. Respect the base of a tree
2. Make space for roots
3. Select the right tree
4. Design for maintenance
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British Standards
BS 8545:2014 Trees: from nursery to independence in the landscape - RecommendationsNational Joint Utilities Group Guidelines
Volume 4: Guidelines For The Planning, Installation And Maintenance Of Utility Apparatus In Proximity To Trees
Further reference:
BS 3882:2015 Specification for topsoil
BS 3936-1-1990 Nursery Stock Part 1: Specification for tree and shrubs
BS 3936-3-1990 Nursery Stock Part 3: Specification for fruit plants
BS 3936-4-2007 Nursery stock Part 4: Specification for forest trees, poplars and willows.
BS 4428-1989 Code of practice for general landscape operations (excluding hard surfaces)
BS 7370-4-1993 Grounds maintenance. Recommendations for maintenance of soft landscape (other than amenity turf)
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SunCalc
Sunrise and sunsetNational One Call
Plant To Dig ServicePowerlines
Electric Office Web (requires sign up)Google Earth Pro
Elevation profile
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NatureScot
Trees and shrubs native to ScotlandTrees & Design Action Group
Tree Species Selection for Green Infrastructure: A Guide for SpecifiersForest Research
The Right Trees for Changing Climate DatabaseForest Research & others
Tree Species Guide for UK Agroforestry SystemsI-Tree
i-Tree SpeciesUrban Forest Ecosystems Institute
SelecTreeWoodland Trust
Tree species handbookUniversity of Florida
680 Tree Fact SheetsForest Research
BPG Note 20: Drought-tolerant tree species for land regenerationForest Research
BPG Note 8: Native and Non-Native TreesScottish Government
Shade tolerancesArboriculture.app
Deciduous pioneers and conifer pioneersBartlett Tree Experts
Optimum soil pH
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Arboriculture Association
An introductory guide to young tree establishmentWoodland Trust
How to plant a tree (cell stock)The Tree Council
Tree and hedge plantingUniversity of Florida
Planting trees in landscapes
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London Tree Officers Association
Surface Materials Around Trees in Hard LandscapesArboriculture Association
Guidance Note 12: The Use of Cellular Confinement Systems near Trees
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Barcham Trees
A guide to tree longevity in the landscape
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GreenBlue Urban
ResourcesUrban Forestry Today
Bryan Scharenbroch - Performing an Urban Site Assessment of Planting Sites
Pests and diseases
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Department for Environment, Food & Rural Affairs
UK Plant Health Risk RegisterObservatree
Resource libraryForest Research
Pest and disease resourcesWoodland Trust
Key tree pests and diseasesScottish Forestry
Tree pests and diseasesUK Government
Find a specific tree pest or diseaseIndex Fungorum Partnership
Index FungorumTim Moya Associates
TMA FungiUK Plant Health Information Portal
Pests and diseasesForest Pathology
Diseases of forest and shade treesUniversity of Massachusetts Amherst
Fact Sheets - Diseases
Fact Sheets - Insects and MitesEuropean and Mediterranean Plant Protection Organization
EPPO Global Database
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Forest Research
Tree Health and Diagnostic ServiceForest Research
Tree alert
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Observatree
Training VideosAncient Tree Forum
Fungi and rotUniversity of Florida
Dr. Ed Gilman
Module 11 Diagnosing tree health and stability (excluding insects and mites)Urban Forestry Today
Prominent Diseases of Urban Trees
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UK Government
Identify a tree pest or disease: overviewWoodland Trust
Nature's CalendarObservatree
Pest and disease calendarWoodlant Trust
Insect identificationOffwell Woodland and Wildlife Trust
The value of different tree species for insects and lichens
Plant health risk and biosecurity
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Global
World Trade Organisation
Sanitary and Phytosanitary Measures (SPS) AgreementInternational Plant Protection Convention, International Standards for Phytosanitary Measures
Continent
European Union
Official Controls Regulation (EU) 2017/265European Union
Plant Health Regulation (EU) 2016/2031
Under EU law, plants and produce movements may be prohibited, controlled or unrestricted. Controlled materials may require phytosanitary certificates; plant passport; tree notifications; and, Forest Reproductive Material documentation.
National
UK Government
Plant Health Act 1967Scottish Government
The Plant Health (Official Controls and Miscellaneous Amendments) (Scotland) Regulations 2019
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Strategies
UK Government
A Plant Biosecurity Strategy for Great Britain 2023-2028Scottish Government
The Scottish Plant Health Strategy (2016)
Key organisations
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Arboriculture Association
Biosecurity in Arboriculture and Urban Forestry Position StatementArboriculture Association
Sample Biosecurity Generic Risk AssessmentPlant Healthy
Plant health management standards - General requirements for growers and suppliersInternational Plant Protection Convention
Glossary of phytosanitary terms
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Plant Healthy
Plant Healthy resourcesForestry Commission
Biosecurity e-learning
Plant Protection Products (pesticides)
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UK Government
The Plant Products Regulations 2011UK Government
Official Controls (Plant Protection Products) Regulations 2020UK Government
Plant Protection Products (Sustainable Use) Regulations 2012UK Government
Control of Pesticides Regulations (COPR) 1986Scottish Government
Plant Protection Products (Scotland) Regulations 2005Scottish Government
Plant Protection Products (Basic Conditions) Regulations 1997
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Health and Safety Executive
Pesticides Register of Authorised Plant Protection ProductsHealth and Safety Executive
Garden Pesticide Search
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Scottish Government
Pesticides: Code of Practice for using plant protection products in Scotland
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Health and Safety Executive
Pesticides: The basics
Tree surveys and inspections
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Scottish government
Occupiers' Liability (Scotland) Act 1960NatureScot (SNH)
A brief guide to occupiers’ legal liabilities in Scotland in relation to public outdoor access
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Tree surveys may be undertaken for a variety of reasons including monetary evaluation, diagnosing ill-health, performing ecosystem service calculations, improving management practices, proposing new developments and/or hazard management.
The information required to satisfy the survey objective is agreed between the client and surveyor beforehand; there is no one standard. This might include, for example, crown metrics to help identify potential infrastructure conflicts for development surveys; recording signs and symptoms and wider environmental data for pests and disease surveys; and, the positioning, suitability and form of a tree for monetary evaluation surveys.
Common to all tree surveys is the inclusion of a tree inventory (also known as a tree schedule), which is a table of information identifying individual tree locations and species, usually accompanied by a map.
Some examples of tree surveys are included below (for surveys related to risk management, see the 'Tree risk assessment and management' section).
Treezilla
How to survey individual treesi-Tree
I-Tree (MyTree)Woodland Trust
Ancient Tree InventoryLondon Tree Officers Association
Capital Asset Value for Amenity Trees (CAVAT)Arboriculture Association
Visual amenity valuation of trees and woodland (The Helliwell system)British Standards Institute
BS 5837:2012 Trees in relation to design, demolition and construction. Recommendations (Section 4.4 Tree survey)
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Geographic coordinates
Google Maps
Google Earth
UK Grid Reference Finder
GPS Essentials (Android)Coordinate conversions
MyGeodata - GPX to XLSX Converter Online
Grid Reference Finder - Batch Convert ToolGIS applications for creating survey maps
Google Maps/Earth - My Maps
Esri - ArcGIS
QGIS - QGIS Desktop
Pear Technology - OTISS
Pear Technology - PT-MapperCAD applications for creating survey maps
Bricsys - BricsCAD
Autodesk - AutoCAD
KTF Software - QArb (plug-in)
Chris Skellern - AxciScape
Transoft Solution - KeyTree (plug-in)Creating maps using images from drones
PIX4d - PIX4DmapperOther software suites
PlanIt Geo - TreePlotter INVENTORY
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Software suites
PlanITGeo
TreePlotterCAD plug-ins
KTF Software
QArb plugin (AutoCAD, BricsCAD)Drones
RTK
Pix4D
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Tree risk assessment and management
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National Tree Safety Group
5 key principles:
- Trees provide a wide variety of benefits to society.
- Trees are living organisms that naturally lose branches or fall.
- The overall risk to human safety is extremely low.
- Tree owners have a legal duty of care.
- Tree owners should take a balanced and proportionate approach to tree safety management. -
Health and Safety Executive
SIM 01/2007/05: Management of the risk from falling trees or branchesNatureScot: A brief guide to occupiers’ legal liabilities in Scotland in relation to public outdoor access
National Tree Safety Council
Common sense risk management of trees
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National Tree Safety Group
1) Informal observation
2) Formal observation
3) Detailed ObservationsInternational Society of Arboriculture
1) Limited visual
2) Basic assessment
3) Advanced assessmentLonsdale, D. (2021) Principles of Tree Hazard Assessment and Management. Ninth edition. UK. Arboriculture Association. Research for Amenity Trees No. 7. ISBN 9780900978579
i) Tree Assessment Strategy, and;
ii) Strategy for detailed assessment of decay (first, second and third stage)Breloer, H. & Mattheck C. (1995) The body language of trees. A handbook for failure analysis. UK. Stationery Office Limited. Research for Amenity Trees No. 4. ISBN 9780117530676
Visual Tree Assessment (VTA)
1) Visual assessment of biological and mechanical health
2) Sounding and /or drilling to evaluate defect further
3) Drilling with an increment borer and testing with a Fractometer
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Many examples of what constitutes a tree 'hazard' are included in the resources under 'Processes'. Other sources you may wish to consult include:
Forest Research
Hazards from trees: a general guideUS Forest Service, Department of Agriculture (USDA)
Urban Tree Risk Management (Chapter 3)Strouts, R. G & Winter, T. G. (2019) Diagnosis of ill-health in trees. Third edition. UK. Arboriculture Association. Research for Amenity Trees No. 2. ISBN 9780900978586
Institute of Wood Science & Technology, Bangalore
Urban Tree Risk Assessment -A pictorial guide
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Sorbus International
An introduction to wood inspectionArboriculture Association
James Chambers
Decay Detection - When it works, when it doesn't, and what to look for [from 39 minutes]Urban Forestry Today
Nicholas Brazee
Detection of Internal Decay in Trees Using Tomography
Further background information:
Urban Forestry Today
Karl J. Niklas
Tree Biomechanics 1, and;
Tree Biomechanics 2
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In tree management, risk is a combination of likelihood (of a tree or part of a tree failing) and severity (how serious the harm could be to, for example, a person, property or activity).
Calculating likelihood (or probability), qualitatively or quantitatively, requires recognition of what constitutes a significant hazard. However, perceptions of what constitutes a hazard can vary among arborists.
Calculating severity requires identifying potential targets (people, property or activities that could be struck and damaged) and how severely targets might be harmed. Where mobile targets exist (e.g people), frequency and duration of occupancy also requires consideration.
Methods for calculating risk may involve qualitative and/or quantitative information.
International Society of Arboriculture
Basic risk assessment
1) Liklihood matrix
2) Risk rating matrixQuantified Tree Risk Assessment
QTRAForbes-Laird Arboricultural Consultancy
Tree Hazard: Risk Evaluation And Treatment System THREATSVALID Tree Risk-Benefit Management and Assessment
Vitality Anatomy Load Identity DefectUSDA Forest Service Southwestern Region
Tree Risk Assessment FormUrban Tree Risk Management: A Community Guide to Program Design and Implementation
USDA Community Tree Risk Evaluation Form 3.3USDA Forest Service Pacific Southwest Region
Hazard Tree Identification and Mitigation R5 Hazard Tree Evaluation FormInternational Society of Arboriculture
A Photographic Guide to the Evaluation of Hazard Trees in Urban Areas Tree Hazard Evaluation Form 2nd Edition ('Hazard rating')
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Access
Stopping or diverting traffic
Deterring informal parking upon roots
Relocating infrastructure (seats, information boards)
Creating mown paths away from high-risk zones
Planting thorny shrubs within drip line
Surgery
Felling
Pruning
Monolith creation
Place deadwood in high-risk area
Inspection
Further (advanced) inspection
Follow up inspection/monitoring
Other
British Standards
BS3998:2010 Tree Work - Recommendations.
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Barrell Tree Consultancy
Trees and the law - Useful documentsQuantified Tree Risk Assessment
Case LawBritish and Irish Legal Information Institute |
Case Law Search
Veteran trees
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Ancient Tree Forum
VETree Videos: Practical management of veteran treesAncient Tree Forum
Unconventional pruning techniques (coronet cuts)Ancient Tree Forum
The management of veteran trees in urban areas
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Woodland Trust Ancient Tree Inventory
Species guides