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Robust carbon monitoring systems are needed for land managers to assess and mitigate the changing effects of ecosystem stress on western United States forests, where most aboveground carbon is stored in mountainous areas. Atmospheric carbon uptake via gross primary productivity (GPP) is an important indicator of ecosystem function and is particularly relevant to carbon monitoring systems. However, limited ground-based observations in remote areas with complex topography represent a significant challenge for tracking regional-scale GPP. Satellite observations can help bridge these monitoring gaps, but the accuracy of remote sensing methods for inferring GPP is still limited in montane evergreen needleleaf biomes, where (a) photosynthetic activity is largely decoupled from canopy structure and chlorophyll content, and (b) strong heterogeneity in phenology and atmospheric conditions is difficult to resolve in space and time. Using monthly solar-induced chlorophyll fluorescence (SIF) sampled at ∼4 km from the TROPOspheric Monitoring Instrument (TROPOMI), we show that high-resolution satellite-observed SIF followed ecological expectations of seasonal and elevational patterns of GPP across a 3000 m elevation gradient in the Sierra Nevada mountains of California. After accounting for the effects of high reflected radiance in TROPOMI SIF due to snow cover, the seasonal and elevational patterns of SIF were well correlated with GPP estimates from a machine-learning model (FLUXCOM) and a land surface model (CLM5.0-SP), outperforming other spectral vegetation indices. Differences in the seasonality of TROPOMI SIF and GPP estimates were likely attributed to misrepresentation of moisture limitation and winter photosynthetic activity in FLUXCOM and CLM5.0 respectively, as indicated by discrepancies with GPP derived from eddy covariance observations in the southern Sierra Nevada. These results suggest that satellite-observed SIF can serve as a useful diagnostic and constraint to improve upon estimates of GPP toward multiscale carbon monitoring systems in montane, evergreen conifer biomes at regional scales.

More frequent and severe droughts are driving increased forest mortality around the globe. We urgently need to describe and predict how drought affects forest carbon cycling and identify thresholds of environmental stress that trigger ecosystem collapse. Quantifying the effects of drought at an ecosystem level is complex because dynamic climate–plant relationships can cause rapid and/or prolonged shifts in carbon balance. We employ the CARbon DAta MOdel fraMework (CARDAMOM) to investigate legacy effects of drought on forest carbon pools and fluxes. Our Bayesian model‐data fusion approach uses tower observed meteorological forcing and carbon fluxes to determine the response and sensitivity of aboveground and belowground ecological processes associated with the 2012–2015 California drought. Our study area is a mid‐montane mixed conifer forest in the Southern Sierras. CARDAMOM constrained with gross primary productivity (GPP) estimates covering 2011–2017 show a ~75% reduction in GPP, compared to negligible GPP change when constrained with 2011 only. Precipitation across 2012–2015 was 45% (474 mm) lower than the historical average and drove a cascading depletion in soil moisture and carbon pools (foliar, labile, roots, and litter). Adding 157 mm during an especially stressful year (2014, annual rainfall = 293 mm) led to a smaller depletion of water and carbon pools, steering the ecosystem away from a state of GPP tipping‐point collapse to recovery. We present novel process‐driven insights that demonstrate the sensitivity of GPP collapse to ecosystem foliar carbon and soil moisture states—showing that the full extent of GPP response takes several years to arise. Thus, long‐term changes in soil moisture and carbon pools can provide a mechanistic link between drought and forest mortality. Our study provides an example for how key precipitation threshold ranges can influence forest productivity, making them useful for monitoring and predicting forest mortality events.

Located at northern latitudes and subject to large seasonal temperature fluctuations, boreal forests are sensitive to the changing climate, with evidence for both increasing and decreasing productivity, depending upon conditions. Optical remote sensing of vegetation indices based on spectral reflectance offers a means of monitoring vegetation photosynthetic activity and provides a powerful tool for observing how boreal forests respond to changing environmental conditions. Reflectance‐based remotely sensed optical signals at northern latitude or high‐altitude regions are readily confounded by snow coverage, hampering applications of satellite‐based vegetation indices in tracking vegetation productivity at large scales. Unraveling the effects of snow can be challenging from satellite data, particularly when validation data are lacking. In this study, we established an experimental system in Alberta, Canada including six boreal tree species, both evergreen and deciduous, to evaluate the confounding effects of snow on three vegetation indices: the normalized difference vegetation index (NDVI), the photochemical reflectance index (PRI), and the chlorophyll/carotenoid index (CCI), all used in tracking vegetation productivity for boreal forests. Our results revealed substantial impacts of snow on canopy reflectance and vegetation indices, expressed as increased albedo, decreased NDVI values and increased PRI and CCI values. These effects varied among species and functional groups (evergreen and deciduous) and different vegetation indices were affected differently, indicating contradictory, confounding effects of snow on these indices. In addition to snow effects, we evaluated the contribution of deciduous trees to vegetation indices in mixed stands of evergreen and deciduous species, which contribute to the observed relationship between greenness‐based indices and ecosystem productivity of many evergreen‐dominated forests that contain a deciduous component. Our results demonstrate confounding and interacting effects of snow and vegetation type on vegetation indices and illustrate the importance of explicitly considering snow effects in any global‐scale photosynthesis monitoring efforts using remotely sensed vegetation indices.

Although our observing capabilities of solar‐induced chlorophyll fluorescence (SIF) have been growing rapidly, the quality and consistency of SIF datasets are still in an active stage of research and development. As a result, there are considerable inconsistencies among diverse SIF datasets at all scales and the widespread applications of them have led to contradictory findings. The present review is the second of the two companion reviews, and data oriented. It aims to (1) synthesize the variety, scale, and uncertainty of existing SIF datasets, (2) synthesize the diverse applications in the sector of ecology, agriculture, hydrology, climate, and socioeconomics, and (3) clarify how such data inconsistency superimposed with the theoretical complexities laid out in (Sun et al., 2023) may impact process interpretation of various applications and contribute to inconsistent findings. We emphasize that accurate interpretation of the functional relationships between SIF and other ecological indicators is contingent upon complete understanding of SIF data quality and uncertainty. Biases and uncertainties in SIF observations can significantly confound interpretation of their relationships and how such relationships respond to environmental variations. Built upon our syntheses, we summarize existing gaps and uncertainties in current SIF observations. Further, we offer our perspectives on innovations needed to help improve informing ecosystem structure, function, and service under climate change, including enhancing in‐situ SIF observing capability especially in “data desert” regions, improving cross‐instrument data standardization and network coordination, and advancing applications by fully harnessing theory and data.

Solar‐induced chlorophyll fluorescence (SIF) is a remotely sensed optical signal emitted during the light reactions of photosynthesis. The past two decades have witnessed an explosion in availability of SIF data at increasingly higher spatial and temporal resolutions, sparking applications in diverse research sectors (e.g., ecology, agriculture, hydrology, climate, and socioeconomics). These applications must deal with complexities caused by tremendous variations in scale and the impacts of interacting and superimposing plant physiology and three‐dimensional vegetation structure on the emission and scattering of SIF. At present, these complexities have not been overcome. To advance future research, the two companion reviews aim to (1) develop an analytical framework for inferring terrestrial vegetation structures and function that are tied to SIF emission, (2) synthesize progress and identify challenges in SIF research via the lens of multi‐sector applications, and (3) map out actionable solutions to tackle these challenges and offer our vision for research priorities over the next 5–10 years based on the proposed analytical framework. This paper is the first of the two companion reviews, and theory oriented. It introduces a theoretically rigorous yet practically applicable analytical framework. Guided by this framework, we offer theoretical perspectives on three overarching questions: (1)The forward (mechanism) question—How are the dynamics of SIF affected by terrestrial ecosystem structure and function? (2)The inference question: What aspects of terrestrial ecosystem structure, function, and service can be reliably inferred from remotely sensed SIF and how? (3)The innovation question: What innovations are needed to realize the full potential of SIF remote sensing for real‐world applications under climate change? The analytical framework elucidates that process complexity must be appreciated in inferring ecosystem structure and function from the observed SIF; this framework can serve as a diagnosis and inference tool for versatile applications across diverse spatial and temporal scales.

Recent advances in remote sensing of solar‐induced chlorophyll fluorescence (SIF) have garnered wide interest from the biogeoscience and Earth system science communities, due to the observed linearity between SIF and gross primary productivity (GPP) at increasing spatiotemporal scales. Three recent studies, Maguire et al., (2020,https://doi.org/10.1029/2020GL087858), He et al. (2020,https://doi.org/10.1029/2020GL087474), and Marrs et al. (2020,https://doi.org/10.1029/2020GL087956) highlight a nonlinear relationship between fluorescence and photochemical yields and show empirical evidence for the decoupling of SIF, stomata, and the carbon reactions of photosynthesis. Such mechanistic studies help advance our understanding of what SIF is and what it is not. We argue that these findings are not necessarily contradictory to the linear SIF‐GPP relationship observed at the satellite scale and provide context for where, when, and why fluorescence and photosynthesis diverge at smaller spatiotemporal scales. Understanding scale dependencies of remote sensing data is crucial for interpreting SIF as a proxy for GPP.

The boreal forest is a major contributor to the global climate system, therefore, reducing uncertainties in how the forest will respond to a changing climate is critical. One source of uncertainty is the timing and drivers of the spring transition. Remote sensing can provide important information on this transition, but persistent foliage greenness, seasonal snow cover, and a high prevalence of mixed forest stands (both deciduous and evergreen species) complicate interpretation of these signals. We collected tower‐based remotely sensed data (reflectance‐based vegetation indices and Solar‐Induced Chlorophyll Fluorescence [SIF]), stem radius measurements, gross primary productivity, and environmental conditions in a boreal mixed forest stand. Evaluation of this data set shows a two‐phased spring transition. The first phase is the reactivation of photosynthesis and transpiration in evergreens, marked by an increase in relative SIF, and is triggered by thawed stems, warm air temperatures, and increased available soil moisture. The second phase is a reduction in bulk photoprotective pigments in evergreens, marked by an increase in the Chlorophyll‐Carotenoid Index. Deciduous leaf‐out occurs during this phase, marked by an increase in all remotely sensed metrics. The second phase is controlled by soil thaw. Our results demonstrate that remote sensing metrics can be used to detect specific physiological changes in boreal tree species during the spring transition. The two‐phased transition explains inconsistencies in remote sensing estimates of the timing and drivers of spring recovery. Our results imply that satellite‐based observations will improve by using a combination of vegetation indices and SIF, along with species distribution information.

Evergreen conifer forests are the most prevalent land cover type in North America. Seasonal changes in the color of evergreen forest canopies have been documented with near‐surface remote sensing, but the physiological mechanisms underlying these changes, and the implications for photosynthetic uptake, have not been fully elucidated.