1. Introduction
An understanding of the biospheric role of forests in mitigating the effects of global warming situates the problem of their conservation and restoration among the most pressing issues of our time [
1]. In numerous countries [
2,
3,
4,
5], including the Russian Federation [
6], the investigation of biodiversity, productivity, and the dynamics of forests represents a principal focus within the domains of forest ecology and forest science. It has been demonstrated that the primary source of greenhouse gas emissions is forest degradation and the subsequent reduction in forest area. This phenomenon occupies the second place among all sources of greenhouse gases [
7]. The consequences of forest disturbance are manifested at both the regional and global levels, whereby a decrease in ecosystem services, the economic value of forest resources, and an increase in the threats of natural disasters are expressed [
7,
8,
9]. Furthermore, the adaptive abilities of ecosystems are not always sufficient to compensate for the influence of external factors, which results in a loss of stability and an exacerbation of degradation [
5,
7,
10]. Positive trends remain exceedingly uncommon [
3,
4,
11,
12]. For instance, an enhancement in land use and reforestation practices has been observed in specific regions of China [
13]. Additionally, some positive developments have been documented in select EU countries [
5]. At the same time, information on forest quality, succession status, biodiversity and sustainability is usually lacking. It is repeatedly emphasized in the literature that there is still an acute lack of information on regional and forest typological characteristics for accurate estimation of forest degradation and prediction of the success of reforestation [
11,
14,
15].
The rapidly developing methods of remote sensing of territories make it possible to organize the receipt of a continuous stream of information on the structure of a stand over large areas [
16,
17,
18]. At the same time, the understory—consisting of saplings, woody plants, undergrowth and herbaceous layers—remains insufficiently studied [
19,
20]. Nevertheless, it is the competition between woody plant seedlings and the herbaceous layer that largely determines the success of the natural regeneration of woody plants under the forest canopy. This is evidenced by the findings of studies [
21,
22,
23]. An alternative perspective posits that species composition is contingent on bioclimatic conditions. The vulnerability of plant species may increase due to the transformation of habitat conditions caused by gaps in the canopy of trees or shrubs. These alterations in habitat conditions can lead to an increase in evapotranspiration, which in turn can result in a loss of water and humidity within the microclimatic environment [
24]. The current state of knowledge regarding these aspects in the Ural Mountains is insufficient. It is imperative to examine the regional manifestations of these processes. Moreover, the species diversity of taiga plant communities is largely contingent upon the herbaceous layer, which is characterized by a significantly markedly greater species diversity than that observed in the stand itself [
22,
25]. It is important to acknowledge that herbaceous layer is highly susceptible to external disturbances, both natural and anthropogenic [
26]. They can serve as a sensitive indicator of forest degradation and reforestation. Additionally, they can provide valuable insights into the structure and sustainability of forests, as well as the nature of land use in the past [
22,
27]. Furthermore, the herbaceous layer’s vegetation plays a significant role in forest biomass and carbon deposition. [
28,
29,
30,
31]. It is therefore evident that in order to develop predictive models of forest dynamics and biodiversity conservation, it is essential to have access to accurate and reliable information on the regional and forest typological features of the interrelationships between the stand and subordinate tiers. This is a conclusion that has been reached by a number of researchers, including [
20,
32]. In this regard, further research on this topic is highly pertinent.
The forests of the Ural Mountains are acknowledged as a significant constituent of the Northern Hemisphere’s forest zone. Boreal forests play an important role in stabilizing the climate not only for the territories of the Russian Federation, rather they have a global effect. However, for approximately three centuries, the Ural forests have been subjected to intensive forest management. The implementation of long-term intensive forest management has resulted in significant alterations to the structure and functionality of mountain ecosystems across vast expanses, a process that is still ongoing [
33]. The extent of primary forests began to diminish. Only those primary forests that are situated in specially protected areas have been preserved. This process needs to be monitored. Both monitoring forest degradation and assessing reforestation potential are important. Much attention is currently being paid to these problems: A number of papers are devoted to the anthropogenic transformation of landscapes [
34], to restorative successions [
35,
36], and to the study of the influence of climatic factors on forest ecosystems [
37,
38]. The creation of Vegetation Database Forest of Southern Ural (GIVD ID 00-RU-001) that contains geobotanical relevés of primeval zonal forest of South-Ural region and their mountain analogues is a major achievement in the study of the vegetation of the Southern Urals [
39]. This development initiated a programme of in-depth analytical studies of the region’s flora and forest vegetation, and of investigations into relationships at the species and ecosystem levels. Nevertheless, the information provided in this database is inadequate for the development of predictive models. There is still a lack of information on the relationships between the stand and the lower levels, the correlation of their dynamics in the process of anthropogenic transformation and restoration changes. To address this gap, it is imperative to utilize more rigorous quantitative data. In the context of these objectives, the collection of data pertaining to the bio-productivity of species is of paramount importance. However, data concerning forest productivity in the Ural Mountains is only available for forest stands [
40]. Research into the productivity of the subordinate tiers has hitherto been extremely limited.
The study addresses two gaps in modern research on forest dynamics: the absence of undergrowth biomass estimates in boreal succession studies, and the underrepresentation of the Southern Urals in research.
Our objective was to clarify how overstory changes influence understory biomass and diversity in the most common forest type of the Western Macroscline of the Southern Urals: moss spruce forests.
In order to achieve this aim, the following specific research objectives were established: firstly, to identify the relationship between the stand structure and such general characteristics of the herbaceous layer as species richness, total biomass and species diversity expressed by various diversity indices; secondly, to analyze the relationship between the structure of the stand and the biomass of individual species of the herbaceous layer and identify the species most susceptible to the transformation of the stand.
Null hypothesis: There is no significant relationship between stand transformation and understory composition or biomass. Alternative hypothesis: Stand transformation significantly alters understory composition and biomass.
3. Results
Primary forests having the structure corresponding to natural conditions have largely disappeared. Their separate rests are found in hard-to-reach areas only. The stand of primary forests is multi-aged and multi-layered. Against the background of the dominance of Siberian spruce and Siberian fir, birch (up to 10–15%) and single aspen are present in the stand. The spatial structure of primary forests is characterized by mosaic. The closed canopy of the stand alternates with the gaps.
The DCA has shown that all secondary forests differ from primary spruce forests. In
Figure 4, after-cutting spruce and fir forests are closest to primary forests. However, these two categories of dark coniferous forests are clearly separated in
Figure 4.
Short- and long-term secondary forests are even more different from primary spruce forests and lie behind post-harvest spruce and fir forests in the DCA axes. Another interesting conclusion is the lack of differentiation between short- and long-term secondary birch forests and their dynamic stages. Stable-term secondary aspen forests and logging areas are as far away from primary forests as possible. Furthermore, unlike short and long-term secondary forests, their age stages are differentiated in the DCA axes, which is a sign of a change in composition and structure. The logging areas occupy a separate area in the ordination diagram. The
Table A2 shows the core DCA indicators: the eigenvalues and the percentage of variance explained. The DCA1 axis explains more than 41% of the variance, and the second axis explains more than 28% of the variance. To test the hypothesis of a close relationship between regenerative successions and the structure of the emerging stand, we applied the vectors characterizing the tree layer to
Figure 4. The age of the stand and the proportion of
Picea obovata Ledeb.,
Abies sibirica Ledeb. in the stand composition were taken as the main characteristics of the role of tree species in the ecosystem.
Figure 4 clearly shows that our null hypothesis was confirmed. The characteristics of the position of the plant communities on the ordination diagram allow us to conclude that the first DCA axis is related to the composition of the stand and the second DCA axis is related to the age of the stand. These correlations are statistically significant (
Table 2).
Changes in the forest stand are accompanied by changes in the dominant species in the herbaceous layer (
Table 3).
These differences reflect successional trajectories and the influence of the participation of birch and aspen in stand composition. In older stands dark coniferous forests (aged 140–160 years), the herbaceous layer was dominated by shade-tolerant perennial species such as Lycopodium clavatum and Equisetum sylvaticum, with respective biomass values of 13.62 and 12.54 g/m2. Despite their ecological persistence, these species exhibited very high coefficients of variation (123–169%), indicating heterogeneous distribution within the forest mosaic. The presence of Calamagrostis arundinacea and Athyrium filix-femina as subdominants also indicates the presence of gaps in the canopy.
By contrast, mid-aged dark coniferous forests (aged 50–100 years) exhibited a more diverse dominance pattern, featuring Calamagrostis arundinacea, Carex pilosa and Filipendula ulmaria. The notably low coefficient of variation for Filipendula ulmaria (10%) indicates its stable and consistent establishment under these conditions, suggesting a competitive advantage in moderately aged, mixed forests containing 20–40% birch and aspen.
In the youngest deciduous stands (5–20 years), Calamagrostis arundinacea and Brachypodium pinnatum reached maximum biomass levels, reflecting these fast-growing species’ ability to dominate disturbed or early successional habitats. Subdominant species, such as Phalaroides arundinacea and Rubus saxatilis, also exhibited relatively high biomass levels. The ability of Carex pilosa to co-dominate alongside Brachypodium pinnatum and Calamagrostis arundinacea highlights its ecological plasticity and potential role in shaping the structure of secondary deciduous forests.
A distinctive pattern emerged in almost pure deciduous stands (99% birch and aspen). Here, dominance shifted towards Aconitum septentrionale and Stachys sylvatica. This indicates a significant transformation in the composition of the herbaceous layer under conditions of long-term deciduous dominance.
Next, a correlation analysis was performed. The results are shown in
Table 4 and
Table A3. The application of correlation analysis yielded a statistically significant relationship between the biomass of the herbaceous layer, number of species and the two characteristics of the stand under study that were selected for investigation: the proportion of birch and aspen in the composition of the stand, and the age of the stand (
Table 4).
Oxalis acetosella L. exhibits the strongest positive correlation with the age of the stand. This suggests that this species exhibits a substantial biomass in primary dark coniferous forests and in the concluding stages of regenerative successions. Conversely,
Deschampsia caespitosa (L.) P. Beauv. shows a slight negative correlation with stand age. This suggests that this species achieves higher productivity levels in both deforestation and young forests.
Dactylis glomerata L. exhibited the strongest positive correlation with birch and aspen in the stand. This suggests that this species is more productive in birch and aspen forests than in dark coniferous forests.
Lycopodium clavatum L. is predominantly located in dark coniferous forests. Furthermore, the plant demonstrates a marked preference for old-growth dark coniferous forests. This preference is substantiated by the findings of Spearman’s correlation coefficients (
Table 4). This confirms the vulnerability of this plant to deforestation and the replacement of coniferous forests by deciduous forests, and to the associated reduction in stand age.
Brachypodium pinnatum (L.) Beauv. has a negative relationship with the stand age. Spearman’s correlation coefficient is −0.50 (
Table 4). This plant species reaches maxi-mum productivity in deforestation and young forests. The research carried out has shown that there is a strong positive relationship between the biomass of
Geum rivale L. and the proportion of birch and aspen in the composition of the stand. Spearman’s correlation coefficient is 0.68 (
Table 4). Thus, the transformation of dark coniferous forests into birch and aspen forests contributes to an increase in the
Geum rivale participation in the herbaceous layer biomass of the mountain forests of the Southern Urals.
Aegopodium podagraria L.,
Aconitum septentrionale Koelle,
Prunella vulgaris L. have also been found to have a fairly strong relationship between their biomass and stand age.
One of the null hypotheses was that there was a statistically significant relationship between the values of various diversity indices and the characteristics of the stand. The values of the diversity indices are shown in
Table 5.
In primary dark coniferous forests (140–160 years old), species richness was relatively low (36–41 species). Shannon values ranged between 1.94 and 2.01, and the Pielou index between 0.53 and 0.57, indicating moderate diversity and evenness. Simpson index values (0.19–0.22) pointed to the presence of dominant species, a typical feature of late-successional, shade-tolerant communities.
After-cutting spruce and fir forests demonstrated substantially higher species richness (48–69 species). Diversity peaked at 70 years with 69 species, accompanied by Shannon values of 2.73–2.87 and Pielou indices of 0.57–0.70. Simpson values were low (0.08–0.16), reflecting more even species distributions and reduced dominance. In short-term secondary birch forests, species richness and diversity reached their maximum. Even at later successional stages (80–100 years), richness remained high (59–66 species) with Shannon indices of 2.80–3.28.
Long-term secondary birch forests showed more variable patterns. While early stages (8 years) maintained high richness (72 species) and Shannon values (2.69), older stands (35–100 years) revealed declines in richness (43–51 species) and diversity (Shannon 1.97–2.49). Higher Simpson values (0.21–0.27) and lower Pielou indices (0.51–0.53) indicated increasing dominance of competitive species and declining evenness.
In stable-term secondary aspen forests, richness ranged between 48 and 55 species. Shannon indices were consistently moderate to high (2.28–3.06), while Pielou values (0.59–0.77) confirmed relatively balanced community structures. Low Simpson values (0.08–0.13) indicated weak dominance throughout the successional stages studied. However, no statistically significant correlations were found between the diversity indices and the age and composition of the forest stand (
Table 6). Statistically significant correlations were found only for the total biomass of the herbaceous layer and species richness.
Next, we tested the null hypothesis that the formation and dynamics of species composition and structure are unrelated to the dynamics of environmental factors transformed by emerging stands during regenerative succession. The obtained correlation coefficients were found to be in good agreement with the ecological characteristics of the species, as estimated using new European indicator values (
Table 7). A close negative relationship has been revealed between the age of the stand and the plants’ attitude to light (EIVEres-L). It has also been established that EIVEres-N and EIVEres-R have the strongest correlation with the proportion of birch and aspen in the stand’s composition. This relationship is positive (
Table 7).
4. Discussion
The research we conducted is the first complete or basic study of the relationship between stand dynamics and herbaceous layer of the unique dark coniferous forests of the Southern Urals, Russia, conducted on the basis of quantitative indicators. The forests of the Ural Mountains play an essential role in the protection of soil from erosion and the conservation and management of water resources. The ecological functions of these forests are important not only in the Urals, but throughout Eurasia. However, it is evident that degradation of the mountain forest has occurred across all the criteria considered. The DCA ordination diagram clearly showed the uniqueness and vulnerability of primary dark coniferous forests, separating them from secondary forests. Even spruce and fir forests, which are the most structurally similar, were clearly separated. This proves that there has been a high degree of transformation in both the species composition and the abundance ratios of species in secondary plant communities. Our previous studies [
62] showed that only 8% of the forested area remained dark coniferous forest. The structure of the forest fund is dominated by long-term and sustainable secondary forests, where the restoration of the dominance of Siberian spruce and Siberian fir will take a long time. The share of short-term secondary stands is only 5%: 4% of them are short-term secondary birch forests and 1% are short-term secondary aspen forests. The anthropogenic transformation not only affects the tree cover but also changes the species composition and structure of the lower layers. To date, there have been many examples of changes in both species composition and quantitative relationships be-tween species in the herbaceous layer [
35]. However, this is the first time that we have analyzed the relationships between stand structure and the biodiversity and productivity of lower strata at a quantitative level. The analysis was carried out not only for the general criteria (total biomass of the herbaceous layer, diversity indices), but also to the relationships between the structure of the stand and the biomass of individual species of the herbaceous layer. These results highlight the complexity and variability of regenerative trajectories, with implications for forest management and biodiversity conservation. This is the first positive result in this area for the most widespread forest type, mountain forests in the Southern Urals. From an ecological perspective, the results obtained emphasize the vulnerability of herbaceous plants in dark coniferous forests to logging and the capacity of competitive grasses and sedges to proliferate in secondary forests. These findings undoubtedly have implications for nutrient cycling and biodiversity conservation in boreal forest ecosystems. On the one hand, our study is certainly regional, but on the other hand, similar forests, forest degradation, regenerative successions and the plant species studied are widespread in the boreal zone. Therefore, the research results will be of interest to many researchers whose interests are related to forest resources, biodiversity conservation and forest succession. In light of the global trend of primary forest decline and the spread of secondary plant communities, the research results are particularly relevant.
The main difference in our research is the minimization of subjective judgements, achieved through a rigorous methodology of data collection and analysis. Biomass itself is also recognized as one of the most important characteristics of a plant community [
63,
64]. Furthermore, it is a more objective reflection of the quantitative relationship between plant species than, for example, visual abundance on the Braun-Blanquet scale or coverage. Nevertheless, the acquisition of data regarding species productivity necessitates the utilization of specific expertise and is inherently labour intensive. Consequently, there is a paucity of data pertaining to the productivity of forest vegetation in the Ural region. The available data pertains primarily to the tree stand [
65,
66,
67]. The dearth of data for modelling the productivity of herbaceous layer represents a persisting challenge that has yet to be fully addressed. This issue is not exclusive to the Ural forests; it is also prevalent in other regions and countries [
68,
69]. As a result, our team’s research is of significant value to the advancement of forestry and forest ecology. The relevance, methodological basis and scientific level of our study are comparable to those of other studies in the field [
70,
71,
72].
Crucially, correlation analysis revealed statistically significant relationships between stand characteristics and the biomass and species composition of the herbaceous layer. These findings provide empirical verification of the hypothesis that overstory dynamics, particularly in terms of species composition and stand age, are the main drivers of understory biodiversity and productivity. Several species exhibited strong correlations with specific stand attributes. For instance, Oxalis acetosella was positively associated with older stands, confirming its status as an indicator species of late-successional coniferous ecosystems. In contrast, Deschampsia caespitosa and Brachypodium pinnatum displayed higher biomass in early successional or disturbed forests, reflecting their preference for open, light-rich environments. The results obtained confirm the vulnerability of dark coniferous forest species and suggest that changes to species composition are increasing due to greater anthropogenic impact on forests.
Primary dark coniferous forests, although structurally complex, support relatively low species richness, with dominance by a limited number of shade-tolerant taxa. By contrast, secondary birch stands, particularly at early stages, serve as biodiversity hotspots. Their high richness and evenness suggest that partial canopy openness favour coexistence of a wide spectrum of species. However, as birch forests mature, competitive exclusion processes lead to lower diversity and stronger dominance, reflecting a gradual homogenization of the understory. Aspen forests displayed a different trend, sustaining moderate to high diversity across their development. Their ability to maintain relatively high evenness, even in older stages, distinguishes them from birch stands. The research results are in good agreement with those of other researchers who have conducted studies in the Urals Mountains [
21,
22,
35,
73,
74] and other regions. These studies confirm that changes in the composition of the tree layer and the stage of succession strongly impact the diversity of the understory. The patterns observed are similar to those in our study. What makes our study unique and novel is the identification of a correlation between herbaceous plants biomass and the age and composition of the forest stand. Our study enhances our understanding of common mechanisms operating at a wide geographical level.
Interestingly, while individual species responses were significantly associated with stand variables, traditional diversity indices (Shannon, Pielou, Simpson) showed no statistically significant correlation with stand age or composition. This suggests that species richness and evenness may remain relatively stable, even as community structure and functional composition undergo substantial shifts. However, the study did not analyze functional diversity. The hypothesis that functional diversity is sensitive to forest stand transformations is yet to be tested in future studies.
Furthermore, incorporating European Indicator Values (EIVs) into the analysis revealed that shifts in forest structure are closely linked to light demand (EIVEres-L) and nutrient and soil reaction preferences (EIVEres-N and EIVEres-R). The negative correlation between stand age and EIVEres-L reflects the degree to which the stand’s canopy intercepts light. Our study is in line with the findings of other researchers who have demonstrated that herbaceous layer biomass is more limited by light availability when the canopy is closed [
21,
22]. Of course, indicator species of late successional stages, such as
Oxalis acetosella and
Lycopodium clavatum, benefit in dark coniferous forests. This confirms the conclusions previously obtained by other researchers [
21,
22]. Meanwhile, the positive relationship between birch and aspen dominance and species with high nitrogen and pH requirements highlights the importance of tree species composition in shaping forest soils. However, initially, based on studies conducted in other climatic zones and other forest types [
24], it was hypothesized that the main factors limiting the bioproductivity of the studied plants under the forest canopy would be light, temperature, and moisture. This research result is of interest as it demonstrates that the set of drivers is regional and forest-typological in nature and can vary significantly. It is imperative that this is given due consideration when making forecasts.
In general, this study provides new data on the relationships between the structure of forest stands and species composition in digressive and regenerative successions in boreal dark coniferous forests. The use of multidimensional ordination methods, correlation analysis and environmental indicator values provides a basis for understanding how biodiversity at lower levels of forest vegetation reacts to disturbances and stand restoration. In light of the accelerating pace of global climate change and the growing impact of human activities on ecosystems, our research findings are crucial for the planning of biodiversity conservation, restoration and sustainable forest management. Our results also confirm the importance of preserving primary forests and emphasize the need to consider not only the composition of tree species, but also the integrity of the entire plant community at all stages of succession. It is recommended to strengthen the protection of mountain conditionally indigenous dark coniferous forests and, if possible, exclude logging in them.