Planning

Dealing with Storm Damage

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A big thanks to Kathy Smith, Program Director of Extension-Forestry, for putting together this great resource of how to cope with storm damage.  Unfortunately, it has been a reality for far too many maple producers in the past 3 years, and I’m sure for many more before then.

Click back into our archives to read a post after the 2022 derecho that ripped through north-central Ohio in mid June.

Lots of work went into creating this resource-rich PDF, so I’ll simply link it below for download and use.  Enjoy!

Storm Damage Article – Smith & Karns 2024

Succession Planning

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Hanging on the walls of the Geauga County Extension Office are photographs of the Geauga County Maple Hall of Fame inductees.  Many are producers who have passed on.  The sad truth is that very few of those sugarbushes are still operating today.  There are stories to tell but no one to tell them. The maple heritage is slowly being lost.  What will happen to your maple sugaring operation when you are no longer able to run the operation?  For many the answer is simple – one of my family members is waiting in the wings to take over.  For others it is far more complex.  Will the operation be viable enough for someone outside the family to take over?  Whoever steps in to fill empty shoes, is there someone to guide that person along the way?  Succession planning can help smooth the road for a successful transition.

Economic viability is one of the biggest challenges a sugaring operator faces.  Today, the economics of agricultural production seems to be working against the small producer.  At one time, this was a statement that really did not apply to maple production.  Maple seemed to be isolated from the production and marketing pressures of other crops.  It was highly specialized and for the most part produced on a small scale of family farms.  Today, even though the retail price and the demand for maple products is on the upswing, it is getting increasingly difficult to cover expenses and make a profit.

My concern, is for the new producer, trying to break into the business.  When you look at the risks involved in running a maple operation, they are increasing with every passing year.  Based on UVM Benchmark Studies, the best chance for success starting out should be with 5000 taps and up.  The average investment for a 5000-tap operation is 36.00 per tap (UVM Benchmark study, 2020); that includes tubing and processing equipment and the sugarhouse.  If you assume the operator has done his homework, and his operation is running efficiently, the average yield per tap will be approximately 1/2 gallon of syrup per tap on a good year.  Unfortunately, not every year is a good year.  Again, with increasing input costs, can a new producer survive in today’s economy?

The maple industry, just like the rest of agriculture, is aging.  Older agricultural producers are dropping out because they can no longer run the business and no one in their family who wants to take over.  Farms are rented or sold to larger corporate farming operations.  One thing I have noticed that is different in maple syrup production – there are a significant number of young folks who have a strong desire to make syrup, especially if given an opportunity to work into an existing operation.  Assuming these connections can be made, the question the existing owner needs to ask is this – is it better to give up partial control today or watch the business disappear forever tomorrow?  Sooner or later, it will be time to let the next generation take over and pass the operation on to someone who will value it as much as you have.  I know young producers who have done well with the transitional challenges of stepping into an existing operation; however, I can also point to examples where the spark fizzled and the operation’s fate was only temporarily delayed.

Again, I would reiterate that very few sugarmakers want to deal with or accept the reality of transition, but it is inevitable as the clock winds.  Ask yourself these questions?  How long do I want to continue sugaring?  How long can I continue sugaring?  Am I setting up whoever is next in line for success?  Am I making a good reputation for small and local producers?  What can I do to get young producers involved in maple sugaring?  Do I have a plan for what’s next?  Is my plan in writing or just in my head?  If your desire is to keep your sugarbush operating, now is the time to sit down and plan a transition to the next generation and cement your legacy.

For more information on Succession Planning, contact your local Extension office to learn more or look for an OSU Succession Planning Workshop near you.

A Little Science behind Maple Sugaring Weather

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Hands down, the number one question that comes up this time of year is “When should I tap?”

Due to the warmest December on record, I have heard a few Ohioans even asking “Should I have tapped in December?”.  When you look back over the years, the trend has been toward earlier tapping dates, but hoping that you can keep taps open for 3+ months is a bit of a stretch.  There is no way that will happen on a gravity system, and you will need more than a little luck even on high vacuum.

The scientific approach to planning involves studying climatological data and developing a plan based on that data. The maps below are long range weather predictions for the next three months. You can clearly see that all indications point to above normal temperatures for the next three months. For sugar makers what does this mean?

To quote a good friend and fellow maple researcher, “when you look at forecasts you need to look at it from the big producer / small producer perspective.”  Because most small producers tap everything at one time, they need to consider the value of a good short-term, 30-day forecast.  In most cases, especially if you are on a gravity system, you need to find the best 30-day window that will allow you to make the most syrup.  Once you tap, you are on the clock and that clock runs out shortly after 30 days.  On the other hand, if you are a large producer or even a medium producer on vacuum, you need to study yearly trends.  Trends will disclose what has happened over the last 3 to 5 years.  What we have seen is a trend to earlier tapping just about every year.  In most cases, early tapping has paid off in Ohio.  A major reason is that newer technology lends itself to pushing the envelope when it comes to tapping.  You have the advantage of running a semi-closed vacuum system utilizing 24/7 operation.  This lengthens your season considerably.

One of the most valuable pieces of data you can use are temperature history graphs for your location.  Weather Underground has some of the best.  They plot the maximum, minimum, and average temperatures.  Plotting the maximum and minimum will give you a good idea on the number of freeze-thaw days to anticipate for a month.  As we all know, freeze-thaw cycles are very important and drive daily sap runs.  You can look at these cycles over a five or even ten year period.  Over time you begin to see how various weather patterns play out.

Keeping in mind these are zip code specific but we are talking at the broad scale of an entire state, here are three February graphs. You can clearly see we started February leaving a warm end to January on two out of the three graphs.  In all the graphs, conditions continued to warm up as February wore on.  In two out of the three, the temps dropped going into March.  This may be a hint for what could happen this year.  2020 and 2022 were almost normal.  In both cases, our records show average to above average production.  2021 was the outlier and production was down for that year as temperatures stayed warm through most of March.  The other two years highlight the fact that starting out February warm does not mean you will march into March warm.

Too much science?  Here is a more common sense approach that prioritizes the size of your operation.  If you are tapping thousands of taps, you must start early to get the job done.  For a moment, think about a huge 50,000-tap operation.  Should they consider tapping right after the first of the year?  Definitely!  One of their strategies is to tap 5,000 taps super early.  This results in the Facebook posts you may have seen bragging about syrup being made over Christmas.  Several big producers in the East did this in December.  Does that mean they tapped everything?  Most likely not.  A large commercial producer hedges their season by tapping some early and the rest over the month of January with everything in the tree and ready by February 1.  Small producers who are setup to boil early can also do this, the only difference is they may start tapping their early running trees shortly after New Year’s but plan to finish out in February.  This keeps fresh taps in the system and prevents you from putting all your eggs in one basket.  The best way to accomplish this is to keep very good records.

That brings us back to our initial question.  When should I tap this year?  All indications are that we are going to have a warmer than normal winter.  If you are in Southern Ohio, you might be tapped already.  North of I-70, you should probably hold back until the end of January.  This is where analyzing the 30-day forecast is critical.  Studying several long-range forecasts a little closer, I noticed that we may have some of the coldest weather of the winter on the last week of January and the first week of February.  While the forecast is showing a warming trend coming off several weeks of genuine cold weather, depending on your situation you may even want to hold off until the first week of February.

Of course, the joker in the deck is the El Nino weather event we are experiencing.  El Nino’s are known for extremes and all it takes is a bend in the jet stream and you could be looking at 10 more days of below average weather.  Once this happens, you usually go right back to the warmer than normal pattern.  In this case, cold weather is your friend.  What we do not want is 10 days straight above normal!

As for my prediction!  I will tell you what kind of season we had in 2024 on the first week in April.  May your sugar season be long and sweet.

Anyone Tapping Yet?

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When to tap?  That is the question.  And when it comes to maple sugaring, that is THE question.  Currently, we are in the holding position at our Mansfield sugarbush and thankful for the cold temperatures that have descended on the region.  The longer the woods stay cold, the closer our trees will get to meeting their chilling requirement, and the more optimistic I will be when we do eventually start our season.  Put simply, if trees don’t sleep well, they can wake up cranky!

When we look to the south along the Ohio River, I see more good signs of zero accumulated growing degree days since the start of the year.  Note, this does not account for any warm spells we had around Christmas.

With that map in mind, a peek at online chat forums like the Maple Trader’s Ohio Forum reveals that several folks are already tapped in part or in full (January 2nd in Ross County, another early report out of Muskingum County).  Looking even further south to states like Kentucky and West Virginia, only early tappers were rewarded with last year’s ultra-warm and sporadic 2023 season.  That likely pushed some producers to move their tapping date earlier on the calendar.  Still, others are crossing their fingers that last year was an anomaly and going with a more traditional schedule again for 2024.

Taking the forecast up top at face value and speaking directly to our Mansfield site, there aren’t many (if any) quality freeze-thaw cycle days for a truly big run in the next 2 weeks.  If we do decide to tap in a week or so, we should at least get all our lines flushed and spot check the vacuum on the system while we wait for better conditions to kick things fully in gear.

Come back next week for a post from Les Ober where he discusses the question of tap timing and the effects of El Nino as we all wring our hands and stare into muddy crystal balls in search of the right answer to our question!

Upcoming Maple Events

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Working from long-range calendar planning to close-range events, we are excited about the upcoming slew of maple events.  There is literally something for everybody!

Join us for the 2023 Ohio Maple Days in Ashland, Ohio, December 8th and 9th for 2 days of instructional workshops, food and fellowship, and a Saturday full of technical talks for both advanced sugarmakers and beginners.  We kick things off at 1 PM on Friday with a value-added workshop that will teach participants how to make maple sugar, maple cream, maple candy, maple cotton candy, and even some maple-infused breakfast sausage links.  The Ohio Maple Producers Association is hosting a maple contest with banquet blowout Friday night with the full conference agenda on Saturday.  During Saturday afternoon, we are excited to offer a beginner’s track to explore the basics of maple and an advanced track that will focus on sugarhouse design, marking your woods for a crop tree release timber harvest, and more.  And by popular demand, we are bringing back hydrometer testing – so please mark your calendars for December 8th and 9th.  We will post the registration details as soon as they go live.

Lake Erie Maple Expo is slated for November 10-11 in Albion, PA.  This popular event has an excellent list of sessions and speakers on tap for participants.  I for one have never been in attendance but will be changing that this year.  I hope to see a few familiar faces there!

The week prior to LEME on November 3rd and 4th, the Ohio Maple Producers will be hosting their annual meeting – stay tuned or check their website for details!

Sturbridge, Massachusetts, will be the hosting location for this year’s North American Maple Conference from October 25-28.  This is the BIG show with an absolutely packed slate of tours, meetings, technical workshops, and great meals.  You can find registration details here.  If that’s not enough for you, the International Maple Grading School will be offered October 29th and 30th just down the road in Grafton, MA.

A bit more local, we are excited to be offering a tandem webinar/workshop in collaboration with the University of Kentucky.  The webinar – evening of September 11th –  will be a basic introduction to all things maple in order to whet new producers’ appetites and lure them out to the in-person event in Boone County, KY, on Monday, October 16th.

Sandwiched in between those 2 events, please consider joining us down in southwestern Ohio Saturday, September 16th for a workshop in partnership with the Cincinnati Zoo.  Registration details are live on the Ohio Woodland Stewards Program website.  In conjunction with the workshop, participants will have a chance to shop and browse at the Zoo’s Native Plant Nursery there on site at Bowyer Farm.

And last but not least, Pennsylvania is hosting Maple Boot Camp on September 6th-8 prefaced by a Maple Grading Workshop the morning of that Wednesday.  Boot Camp is the brain child of the 3-state OH/PA/WV, and it is the Keystone State’s turn to host.  We are excited about this in-depth, deep dive into maple sugaring and hope to repeat the success of last year’s Boot Camp in Ohio.

I’ll be sprinkling reminders here and there as different registration deadlines loom, but I hope to cross paths with you at least once, if not multiple times, throughout the fall maple programming season.  Lots of options to choose from!!

Pennsylvania Maple Boot Camp: REGISTER Now

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Maple Boot Camp is going on the road for 2023 and pit-stopping with our neighbor to the east: Pennsylvania.  Scott Weikert and the good folks at Penn State University are hosting this year’s event from September 6-8 in Somerset, PA.  The agenda is fairly similar to last year’s event that we hosted at the OSU-Mansfield campus during the month of June.

To kick things off, attendees can sign up for a bonus maple syrup grading workshop morning of Wednesday September 6th.  The registration link is here.

The official Maple Boot Camp will kick off right after lunch that same day and continue for two and a half days through Friday mid-afternoon.  We hope to see you in Pennsylvania for this signature maple educational opportunity.  It is an excellent deep dive for beginners or small producers thinking about growing their operation.  Veterans will undoubtedly learn a thing or 3 though too as they interact with maple experts and producers from West Virginia, Pennsylvania, Ohio, and New York.

The Pennsylvania Maple Camp provides intensive, hands-on training for beginner and intermediate maple producers.  The 3-day curriculum begins with sugarbush assessment, then builds sequentially through all phases of maple syrup production from sap collection to boiling, bottling and sales.  Participants will gain the skills necessary for the safe, efficient, and profitable production of maple products.  Camp will include classroom lectures as well as outdoor, hands-on exercises.  Come one, come all, see you in Pennsylvania for Maple Boot Camp!

Upcoming Maple Workshop – June 15th!

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Come join us on June 15th at Holden Arboretum’s Working Woods for the maple workshop – “Woodland Owners & Maple Production: Is It an Income Opportunity for You?”

Offered through Ohio State’s Woodland Steward program, we are excited to introduce woodland owners to the ins and outs of maple syrup production.  Is your woods suitable?  How involved do you want to be?  How much are you willing to invest into such an endeavor?  We will start inside and finish outside looking at equipment options and how to set-up a woods for maple production.  The class fee is $40 and includes lunch & materials.  Please consider joining us and REGISTER here.

Tips for Working Volunteers into Your Maple Woods

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Whether you have children eager to help or new volunteers wanting to participate in your woods, you are undoubtedly familiar with the tug-of-war.  On one side, you want to get new hands engaged and interested.  On the other hand, if you want something to be done right the first time, do it yourself!  At the Ohio State Mansfield sugarbush, I am constantly balancing the need to get volunteers into the woods while still maintaining standards of quality and efficiency.  Here are a few tips that we use to make sure our volunteers are a help and not a hinderance.  Hopefully you can use one or more of these ideas to streamline your own efforts to reach this delicate balance.

Precision tappers are expensive, but precision tappers are also efficient and effective at controlling the single most important activity in your woods – tapping!  Precision tappers allow you to set the exact tapping depth and reliably expect that the grip points on the end of the device will result in a steady straight taphole each and every time.  While they are costly, our taphole consistently went through the roof when we employed these this sap season for the first time ever.  Precision tappers are probably not for the average producer, but if education and outreach is a central part of your mission, they may well be worth the cost.

An extra step for ensuring excellent tapping is to clearly mark your tapholes at season’s end with a dot of forestry paint.  If you are employing geometric tapping (e.g, over 3 inches-up 6 inches, over 3 inches-down 6 inches, …), then next year’s instructions simply become “find the [insert color of your choice] dot, space over, and tap.”

While we are on the subject of tapping, choose a sacrificial tree to train your tapping crew.  This double-trunked specimen is below our sap shed, has half its crown busted out, and has been tapped no fewer than 100 times in the past 5 years.  Our sacrificial tree is a classic “take one for the team” scenario.  Drilling a good taphole is only part of proper tapping.  How to properly set the spout is just as important, and in my experience, more apt for abuse and mistakes.  Repetition with back-and-forth feedback are minutes worth their weight in gold if volunteers or new help tap a significant portion of your woods.  Make your mistakes here – not on your production trees.

Lead by example in the sanitation department.  If your sap tank is filthy and scummed over, it’s hard to expect your help to take you seriously about sanitation in the rest of the woods.  If your tapping gear is mud-caked and filthy, it’s probably a bit hypocritical to expect your volunteer crew to keep your gear spotless and spit-shined.  Be diligent about sanitation, speak often about sanitation, and your help will take sanitation seriously as well.

Keep a volunteer’s job simple but always give them a roll of flagging tape to pinpoint potential issues they may run across.  If they see something suspect, have them tie up some flagging tape so you can check it out later.  Better yet, and particularly useful for keeping track of progress and directions in the woods, if you incorporate some numbering system into your main lines and laterals.  Below you’ll see an aluminum write-on tag that we tie on each lateral loop starting with main line number and ending with lateral line number.  So in this case, you’re looking at the 3rd lateral line on main line #1.  Navigation and giving directions becomes exponentially easier with this numbering system in place.

While we are talking about lateral loops, show your volunteers the rapid visual checks a producer has to ensure their woods are working properly.  As volunteers walk the woods, it’s easy to visually confirm that sap is traveling around the loops signaling a functioning system.  The same goes for sap flow through the drops into the laterals.  If the loops or drops are empty but the rest of the woods is running good, a strip of flagging tape might be warranted.

And lastly, do not realistically expect perfection.  I found this double spout tree untapped just last week.  It’s too bad we didn’t get this one tapped earlier, but if 1 big tree’s production is the price I pay to get someone excited about maple – that’s a price I suppose I’m willing to pay.

Getting Down to the Business of It All

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Mark Cannella, Farm Business Management Specialist for University of Vermont Extension, ventured down to the Buckeye State to kick off our Ohio Maple Days weekend on Friday, December 9th.  Mark’s half-day seminar helped nearly 20 maple producers give serious consideration to their maple business plan.  From modules on strategic planning to marketing to managing finances and calculating true profitability, group discussions and active work sessions engaged participants.

No matter the scale of a single maple operation, our commodity market is determined by a host of macro factors that are sometimes easy to observe but as often are difficult to suss out.  At the level of the single operator, those macro factors mingle with local variables to produce a host of challenges and opportunities that vary year-to-year and even within a single season.

Participating operators asked hard questions that forced good conversations – conversations that sometimes ended in relatively clear answers, other questions that resulted in more…well, questions.

“How do I transition from a hobby to a business that can support my whole family?”

“Should I make that change truly believing it will be good for my family business in 2 generations future?”

“How can I better care for my trees?”

“How do I balance the need for equipment upgrades with the challenge of having enough labor to increase my number of taps?”

“How do I juggle maple and the rest of my responsibilities?”

These questions and more provided excellent fodder to stimulate 4+ hours of lively discussion.  Thanks to Mark for bringing his business planning expertise to Ohio!

Additional online business planning tools can be found at www.maplemanager.org.

Fall Maple Assessment – Get Ready for Next Season, Part II

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Read the first installment of our autumn mini-series “Get Ready for the Season” here.  The first article focuses mainly on the woods, and Part II sticks to the sugarhouse.

It is perfectly natural after a long hard season to put off sugarhouse cleanup and maintenance. This can be a major mistake. Getting the sugarhouse ready for the next season starts immediately after last season has concluded.  Dirty unmaintained equipment sitting around in warm weather can promote the worst of unsanitary conditions that will surely haunt you into the upcoming season.

Let’s start with storage tanks. Not everyone can afford bright shiny stainless-steel tanks that are easy to clean. Many producers substitute more affordable plastic tanks. Unfortunately, plastic tanks have earned the reputation of lowering syrup grades due to rapid microbial growth. All of the elements for rapid growth are present. The sap supplies the food and the tanks warm quickly. Where do the microbes come from? They are hiding in the porous interior of the tank. That porosity is what makes it almost impossible to thoroughly clean a plastic tank. You may get by for two or three years but sooner or later the tanks will have to be scrapped. The cost of three or four plastic tanks over a ten-year period can add up quickly. Consider the economic value of a stainless tank that should last forever if handled and maintained properly.

Reverse osmosis (RO) has revolutionized the dynamics of the maple syrup industry. For the commercial producer, the RO has drastically slashed labor and fuel expenses. When it comes to maintenance, the most critical element is maintaining the primary filter or membrane. Membranes that are not maintained properly can be severely damaged. Damage can lead to the passing of sugar into the permeate tank. This results in a hidden loss of profits going down the drain. Always check your permeate for abnormally high sugar content. Washes of both soap and acid are used in the cleaning process followed by an extensive permeate rinse. A properly maintained membrane should last for many years. Another critical but oft overlooked issue are increased levels of chemicals being discharged from the sugarhouse. When you are using an RO, you are discharging thousands of gallons of liquid through your sugarhouse drains. You are also discharging acids and soaps through the same drain. If possible, neutralize the chemicals by bringing both acids and soaps back to a neutral 7.0 pH before you flush them down the drain. Neutralizing agents are readily available from your maple dealer.

Producers tend to overlook where and how they store there concentrate before boiling. When you concentrate sap, you are creating the perfect storm for a microbial outbreak. You are doubling, and in some cases tripling, the amount of sugar in the tank. When you run the sap through an RO you also boost the concentrated sap’s temperature by at least 20 degrees Fahrenheit. Assuming the concentrated sap is housed in a relatively warm sugarhouse, it makes no difference if you are using a stainless or plastic tank, microbial populations always explode in concentrated sap. The first line of defense is to boil the concentrate as soon as you can to prevent grade deterioration. If you only have enough money to purchase one stainless steel tank, make the purchase for your evaporator feed tank. This is doubly true if you are concentrating with reverse osmosis.

One of the best maintained pieces of equipment in any maple operation must be the evaporator. After all it is the center piece of most sugarhouses. Producers tend to take pride in how their evaporator looks inside and out. Here are a few things to consider before you start the season. Make sure all of the fittings and gaskets are functioning properly. It is good idea to do a test boil before using. You do not want to waste sap or concentrate if there is a malfunction. During the season, always start each day with clean niter-free syrup pans. Do not let niter build up. Excessive niter can cause a pan to overheat and even burn. Make sure you are using defoamer properly and in the proper place. If you are going to be shut down for a long time due to a warm spell, plan on draining your pans to prevent microbial buildup. Attempting to keep the liquid on the evaporator will only lead to contamination of fresh sap when it arrives and the production of poor-quality syrup. In a freezeout situation, make sure to inspect your pans to make sure they are not freezing solid. If they are, light a fire and thaw out your pans so they do not break. Again, emptying the pans is not a bad idea. Along with your evaporator make sure your filter press and auto-draw off are functioning properly. Improper maintenance of your evaporating and filtering equipment can result in the production of poor-quality syrup that will cost you money in the long run.

After the season, make sure everything is cleaned and stored properly. There are many ways to clean an evaporator and it comes down what works for you. Avoid using any kind of detergent in the cleaning process. Hot water and elbow grease wins out every time. At the end of the season, make sure your syrup is stored properly. There is nothing worse than opening a barrel of your top grade, only to find out it has spoiled. Syrup is best stored in a location where it stays below 70-degree Fahrenheit. Even though you hot pack your syrup it is wise to roll the drums, if possible, several times during the offseason. This agitation helps eliminate moisture condensation from collecting at the top of the drums due to temperature fluctuations.

If you are planning to upgrade your sugarhouse, keep in mind that this is the best time to make sure your facility can pass a state or federal inspection. All of the rules and regulations are available online through OSU Extension.

You have now done a comprehensive evaluation of your sugaring operation. What are your most cost-effective “low hanging fruit” items? Act now – season will be here before you know it.