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    Forestry in transition: Imperial legacy and negotiated expertise in Romaniaand Poland

    Anna Lawrence

    Environmental Change Institute, University of Oxford, Dyson Perrins Building, South Parks Rd, Oxford, OX1 3QY, United Kingdom

    a b s t r a c ta r t i c l e i n f o

    Keywords:

    Expertise

    Forest governanceHistorical geographies

    Institutional culture

    Poland

    Post-socialism

    Romania

    Sustainable forest management

    Technical norms

    Technocracy

    Transition economies

    The expertise of foresters has until recently been relatively uncontested in central and eastern European forest

    management, but political, e conomic and social changes are now challenging that, and create opportunities for

    understanding the relationship between expertise and context. Emphasisingboth the characteristics thatcentral

    andeasternEuropean countries have in common,and ways inwhich theydiffer, thepaper outlines broad changes

    in forestry policy and practice in the region. It then explores constructions of foresters' identity, role and

    legitimacy, and the influence of context on their status as experts. The paper focuses on Romania and Poland,

    drawing on extended interviews, field observation and documentary analysis. Because forestry is tied into

    histories ofpowerand institutional cultureas well as science andpoliticalrationalisation,the evolution of forestry

    knowledge offers insights for wider debates about expertise as a socially constructed alternative to lay

    knowledge. Foresters acquire expertise, both as it is conferred upon them (by law and education), and through

    their own authority (gained through experience, and the acting out of an emotional commitment to the forest).

    Post-socialistforestry offersrich potential for extending our understanding of contingency and subjectivity within

    the wider projects of empire and modernity.

    Crown Copyright 2009 Published by Elsevier B.V. All rights reserved.

    1. Introduction

    Forestry is often described by social analysts as a process of

    rationalisation and modernisation. According to Scott (1998), states

    are driven by the need to control society (by making it legible), and

    by an ideology that equates functional order and progress with real

    order. As a feature of modernity, governments of allcolours have made

    rational or scientific planning a central part of a larger hegemonic

    project to rewritehistoryand to formulatenew groundrulesof how to

    perceive reality (Brandtstadter, 2007, p. 131). Scott cites forestry as a

    prime example of such a rationalising hegemony. Forest science

    originated in central Europe (Oszlanyi et al., 2004), and through

    training of imperial foresters in the forestry schools of Germany and

    France, was propagated throughout their empires and by the British in

    India, Africa, Australia and the far East (McManus, 1999; Vandergeest

    and Peluso, 2006a,b, Westoby, 1989).

    Nevertheless, recent critiques have countered this idea of empires

    of forestry. Studies of professional cultures of forestry throughout

    south-east Asia (Vandergeest and Peluso, 2006b) show that they are

    dependent on networks of knowledge, practice and institutions

    which are in turn dependent on local geography and ecology.

    Post-socialist Europe is a particularly fertile field in which toexplore these trends in the evolution of professional forestry cultures.

    In an area of rapid social, political and economic change since 1989,

    social studies of transition in post-socialist Europe point out that

    there is not one single process of transition. Each country negotiates

    its own way (Brandtstadter, 2007; Burawoy and Verdery, 1999), and

    each responds differently to environmental issues (Fischer et al.,

    2007; Gorton et al., 2005).

    Historically, countries in central and eastern Europe shared strong

    cultural andeducationallinkswith western Europe. Many were part of

    empires ruled by the countries initiating scientific forestry, under the

    patronage particularly of Empress Maria Theresa (Austro-Hungarian

    Empire) and Catherine the Great of Russia. A medieval feudal history

    of forest protection for hunting was followed by an increasingly com-

    mercial history of both timber trade and forest clearance for export

    grain production (Brown,1885; Giurescu,1980 (1976); Szujecki, 2004;

    Westoby, 1989). In each country early forest decrees and ordinances

    encoded use rights and punishments for infringements, while later

    laws asserted state control and required scientific forest manage-

    ment based on the normal forest (Westoby, 1989).

    Neverthelessdifferences withinforestryin the region arehighlighted

    bytheinfluential Prussian forester, E.B.Fernow, whoemigrated to North

    America and set up the Cornell Forestry School (Twight, 1990). In the

    chapter on Austria in A brief history of forestry, he points to ecological

    and political differences that affect the date of introduction of scientific

    forestry, and the forest condition at that point. Forests in poorer and

    remoter areas (e.g. Dalmatia) were devastated and more subject to

    Forest Policy and Economics 11 (2009) 429436

    Social and Economic Research Group, Forest Research, Alice Holt Lodge, Farnham,

    Surrey, GU10 4LH, United Kingdom. Tel.: +44 1865 275880, +44 1420 526202; fax:

    +44 1865 275850, +44 1420 520180.

    E-mail addresses: [email protected], [email protected].

    1389-9341/$ see front matter. Crown Copyright 2009 Published by Elsevier B.V. All rights reserved.

    doi:10.1016/j.forpol.2009.02.003

    Contents lists available at ScienceDirect

    Forest Policy and Economics

    j o u r n a l h o m e p a g e : w w w. e l s e v i e r. c o m / l o c a t e / f o r p o l

    mailto:[email protected]:[email protected]://dx.doi.org/10.1016/j.forpol.2009.02.003http://www.sciencedirect.com/science/journal/13899341http://www.sciencedirect.com/science/journal/13899341http://dx.doi.org/10.1016/j.forpol.2009.02.003mailto:[email protected]:[email protected]
  • 8/3/2019 Anna Lawrence

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    colonial extractivism, whereas those closerto seats of power were better

    protectedearlier(forexample,theViennaWoods)(Fernow,1913). Areas

    under other influenceshad to wait longer for scientific forestry: Bulgaria

    for example had no forest policy until independence from the Ottoman

    Empirein1878pavedthewayfortheforestlawof1883( Staddon, 2001).

    So at the start of the communist period in central and eastern

    Europe we see evidence for both Scott's hegemony and the diversity

    and context-specificity highlighted by the historical geographies of

    Vendergeest and Peluso (2006a,b). These contradictory infl

    uencescontinued through the communist era, although with some variations.

    A comprehensive analysis of forestry during the period is needed to

    clarify some aspects of this. Despite eastwest exchange visits (e.g.

    Kirby and Heap, 1984; Lund et al., 1982), much remained unknown of

    forestry during this period (Westoby, 1989, p. 183).

    The public image of forestry in post-socialist Europe is rather

    negative, often assuming that the forests were destroyed along with

    anything else environmental (Meidinger et al., 2006; Rametsteiner

    and Kraxner, 2003). Nevertheless, many countries in post-socialist

    Europe share a socialist legacy of strong technical forestry, long

    rotations (based on a concept of technical maturity rather than

    economic maturity), small clear cuts, and annual allowable cut

    increasing in recent years but still below mean annual increment

    (Dembner, 1994; Eikeland et al., 2004; Lazdinis et al., 2005). This was

    often in a context of large forest reserves, where the public attached

    little priority to environmental protection, (Brukas et al., 2001;

    Eikeland et al., 2004; Meidinger et al., 2006).

    This paper aims to explore the evolution of the forestry profession

    in post-socialist Europe through the lens of expertise, a concept

    which sits in the contested territory between scientific knowledge,

    social construction, politics and values (Vogel and Lowham, 2007).

    This approach has been applied very little to forestry. However studies

    in ecology and diversity have demonstrated how context-specific the

    concept of expertise is (Carolan, 2006; Eden et al., 2006). One study

    highlights the fragility and fluidity of the boundaries around

    expertise, and the significance of geographical context and connec-

    tions in shaping itsconduct and content (Bell andSheail, 2005, p.497)

    and concludes that the boundaries are imprecise between specialist

    and lay knowledge and between scientific and public spaces (p. 509).This paper therefore explores the extent to which forestry can be

    seen as a uniform body of expertise with precise boundaries, or is

    diversified through historical and current contexts. Furthermore it

    explores the extent to which the forestry profession can be seen as the

    passive victim of circumstance, or contributes to shaping its own

    evolution. The study is based on a comparison of the experiences and

    evolving identities of foresters and forest policy-makers in Romania

    and Poland: two countries with a strong history of both rural forest

    dependency and scientific forestry, but with rather different experi-

    ences during and after the communist era.

    2. Methods

    The approach is based on a case study methodology, which seeks tolocate the explanation for results in the context. The strength of case

    study research, properly conducted, is that it allows the researcher to

    develop hypotheses iteratively, both externally (i.e. through comparison

    with another similar case, and through documentary analysis) and

    internally (using qualitative methods such as the extended interview,

    participant observation and reflexivity) (Maxwell, 2005; Yin, 2003). It

    relies on multiple data sources, particularly the extended or ethno-

    graphic interview. This seeks to understand the perspective of the inter-

    viewee, inthe context of hisor herexperience, ratherthanto gatherhard,

    objective facts; and more attention is paid to the range of respondents

    than to a statistically representative sample (O'Reilly, 2004).

    The Romanian case study is based on over 30 extended interviews

    with foresters in offices and during visits to the forest, gained over

    4 years during several research collaborations. The respondents were

    deliberately selected to cover a range of geographical and institutional

    contexts and experience from newly qualified to ministerial advisers,

    and current and retired professors of silviculture. Thisfield experience

    is complemented by access to documents written in Romanian for

    Romanians, translated into English. The Polish case study draws on

    nine extended interviews with foresters, biologists and policy

    advisors, and on literature produced by the Polish State Forests, in

    English and Polish.

    This resulted in a large amount of textual and qualitativeinformation, which has been analysed by transcribing all interviews

    and field notes, and categorising by theme to identify patterns and

    differences (Kitchin and Tate, 2000, Yin, 2003). Each case study is

    presented by describing the historical development of forestry

    institutions (which include laws, ownership, and professional orga-

    nisation) before weighing up the extent to which forestry is under-

    stood as a body of expertise. In each case this is analysed as a tension

    between historically conferred authority over the forests, the confu-

    sions and disconnections created by transition since 1989, and new

    models which foresters are negotiating for themselves in this more

    diverse and unfamiliar territory. In the Discussion section the

    experiences of the two countries are compared, to extend our under-

    standing of historical geographies of forestry as hegemony or con-

    tingency through the lens of expertise.

    3. Romanian case study

    3.1. Historical development of forestry

    Forests are a very significant part of the landscape, culture and

    economy in Romania, with more than 6000000 ha of forest land.

    Among the recent EU member states, it is second only to Poland in

    absolute forest area; but second lowest (after Hungary) proportion-

    ally, as forestland constitutes only 27% of the total land area

    (INDUFOR-OY and European Forest Institute, 2003).

    The historic development of forest law in Romania is covered by

    Constantin Giurescu, who waswriting during the Ceauescu era and the

    only detailed source available to the non-Romanian speaker (Giurescu,

    1980 (1976)). It is a complicated history to follow, because theborders ofRomania have changed frequently, with parts ruled at different times

    from Austria, Hungary and the Ottoman Empire. Giurescu describes the

    evolution of (initially theoretical more than practical) forest laws, in

    Moldavia and Wallachia (the eastern and southern regions of modern

    Romania) and Hungarian-ruled Transylvania, over the period 17811793. The introduction of scientific forestry was justified in terms of

    rationality and intergenerational fairness, but in reality was combined

    with consolidation of state power. The new scientific management

    introduced to Austrian-ruled Bucovina in 1786 allowed the state to take

    over administration of all the Romanian Orthodox church forests, about

    250000 ha. Similarly the forests of the imperial forest guards in

    Transylvania's border regions had been awarded to the communes by

    Empress Maria Theresa (of the Austro-Hungarian empire) and her son

    Joseph II, and were managed by the communes until 1890, but theiralleged large-scale devastation became the pretext for state takeover

    from that time.

    As elsewherein Europe,we seea gradual move from laws enshrining

    traditional use, to change of ownership rights, and removal of decision-

    making authority to a state appointed body of foresters. Following thefirst Forest Codeof 1881, a state forest service wasestablished (Turnock,

    1988). Subsequent codes(1910,1920) tightened the rational regime, but

    still allowed flexibility according to ownership and geographical

    location (Giurgiu, 2000). Forestry schools established since 1859 were

    staffed with French specialists (Turnock, 1988). The idea of nationalisa-

    tion of the forests was first proposed in 1919 by the Peasant Party, and

    eventually took place under the new Romanian Constitution of 13 April

    1948. Forestarea continuedto decrease (Turnock,1988)andthiswasthe

    justification for the stronger control brought in under the 1976 National

    430 A. Lawrence / Forest Policy and Economics 11 (2009) 429436

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    Programme for the Conservation and Development of the Forest Area,

    when the principle of sustained yield was restated in its strongest form.

    3.2. Post-1989 changes in forest institutions

    Recent organisational change in Romanian forestry has brought

    about a clear separation of functions between policy, monitoring and

    commercial activities. All are under the supervision of the Minister for

    Agriculture, Food and Forestry. The National Forest Administration(NFA), formed in 1996 is entirely state-owned and financially

    autonomous, with an essentially commercial mandate. It is respon-

    sible for forest administration in state-owned forests, and for

    functions such as marking trees in private forests to allow owners to

    acquire harvesting permits. However since 2002 forest administrative

    services can also be supplied by private forest districts (PFDs) which

    are in effect competing with each other and with the NFA for forest

    owners' business.

    Forest ownership has also been profoundly affected by the political

    changes. Restitution1 has followed three stages, based on laws passed

    in 1991, 2000 and 2005, which have progressively authorised the

    return of large areas to a wider range of former owners. State

    ownership of forests is moving from 100% (in 1989) towards 30%. The

    private forest estate is highly fragmented, with an average holding of

    0.9 ha (INDUFOR-OY and European Forest Institute, 2003).

    These changes in organisation and assets represent a long, arduous

    process of paperwork and adversarial relations with aspiring forest

    owners. Foresters have had to adjust to frequent new laws, confusion

    about how to deal with conflicting pieces of legislation, loss of land

    base and purpose, change in status and public respect (Lawrence and

    Szabo, 2005). With the latest round of restitution, the state will lose

    half of its current forest estates and the remainder will be

    predominantly protection forest, managed at a net cost to the agency.

    Redundancies are inevitable and re-employment in a private forest

    district requires new abilities and connections.

    Throughout these upheavalshowever there has beenone constant:

    the silvicultural regime. The phrase refers to the system of technical,

    economic and legal regulations issued by the Central Public Authority

    (Dumitriu et al., 2003). It consists of technical norms applied to aboutfifty forest types categorised by function. The general management

    plan is renewed every 10 years. The annual allowable cut is based on

    the classic rational approach which aims to maximize the forest in-

    crement, taking into account rotation length, average species com-

    position, forest structure according to site indices, and the existing

    distributionof ageclasses. It is described as a conservative policy with

    an environmental dimension (Dumitriu et al., 2003), reflecting those

    longer rotationlengths typical of thesocialist system(Meidinger et al.,

    2006).

    Annual quotas for harvesting are approved centrally by Parliament,

    and are based on the national mean annual increment. Applications by

    individual forest districts are made to harvest within the annual

    allowable cut indicatedin the management plan, but the approved cut

    may be much lower, based on a central decision based on the nationalpicture, not the local one. This can be experienced by the operational

    forester as a serious constraint to his or her autonomy and expertise,

    as discussed below.

    3.3. What makes the Romanian forester an expert?

    The Romanian forester is accorded the status of expert by law,

    education and culture. All designated forest land must be managed by

    a qualified forester. Romanian foresters demonstrate a strong sense of

    identity and belonging, reinforced by a rigorous classical forestry

    education characterised by much theory but little practice, ecology or

    social content. During visits to the forest, it is always striking how

    Romanianforesters keep up a professional discourse. Patiently dealing

    with social researchers' questions on foresters' beliefs, organisation,

    politics and education, they revert more comfortably to discussions

    about how to deal with over-aged stands, and improving the genetic

    purity of their seed source.

    This shared education and culture means that

    We are all the same, we are all from the same family. [former NFACounty Director, now academic, interviewed March 2007].

    However new tensions between state and private foresters are

    emerging. This is symbolised for example by the question of uniforms.

    Some private forest districts opt to keep a uniform, but others do not.

    In the eyes of some, a lack of uniform conflicts with the identity of a

    forester:

    they are foresters, why wouldn't they wear uniforms? [private

    district chief, interviewed in August 2005].

    Expertise then is embedded in the law, inprofessional insignia and

    tools, as well as understanding of and shared respect for the

    silvicultural code. All of these can be acquired or transferred. Thereis however another striking dimension of forestry expertise: the

    personal commitment and dedication to the forest, often based on an

    emotional connection with the forest. For example, Giurescu (p. 93)

    explains that It was love for forests and interest in them that induced

    the setting up of dendrological parks and botanical gardens.

    3.4. What undermines the expertise of the Romanian forester?

    Despite their technical expertise, foresters areno longer held in the

    high esteem of the past. In the public eye, they are responsible for

    much of the illegal logging that characterised the 1990s. They are the

    adversary in restitution lawsuits: too many people have experiences

    of taking theNFA to court to trust them with their forest management.

    Most foresters arestillstateforesters,and thestate, in thepublic mind,

    is associated with communism. For many of the older generation, the

    communist era was a simpler time when the state took decisions on

    behalf of citizens, and employment and pensions were reliable.

    Nevertheless many have memories of violence by foresters, or simply

    the shock of waking up that morning in April 1948 to find that their

    forests had been possessed by the state (Lawrence and Guran, 2006).

    The balance of media reports refers to foresters in negative terms.

    NGOs describe the NFA in terms such as very chaotic and corrupted

    (Banaduc et al., 2002). Foresters acknowledge that some Romanian

    foresters have been involved in illegal logging, but they always claim

    this occurs somewhere else: if you are in Suceava, it occurs in Borsa; if

    you are in Borsa, it occurs in Vrncioaia. This type of discussion begins

    to reveal cracks in the image that we are one family. The idea of

    Romania overlays profound cultural differences within the country

    and the following remark is one of many similar:

    There is no illegal logging here we are more civilised, more

    western than in Moldova. [district forester in Oradea, bordering

    Hungary, interviewed March 2007].

    On the other hand, foresters (especially state foresters) have

    themselves experienced shocks, insecurity and threats to their

    identity (Lawrence and Szabo, 2005). A senior official in the NFA

    introduced himself to me as I'm a foresterbut I work in an office and

    added that he was not a happy man. Foresters feel they have been

    maligned by politicians keen to gain maximum advantage from

    restitution. One commented how he had seen abuse shouted at a

    uniformed forester on a train, a shocking incident that in his view

    would not have occurred 10 years earlier.

    1 Aformofre-privatisation of foreststhat wereformerlynationalisedunder communist

    rule; the processusually aims to return forests to former private or community owners, or

    their descendants and heirs.

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    A further threat to the status and integrity of forestry lies in the

    politicisation of forest administration,a consequence of both restitution

    and the move to multi-party politics. A significant area of forests has

    been restituted to town councils, and in these cases the district forest

    office is subject to the caprices of the mayor. A frequent type of remark

    from mid-career or senior foresters is, it's not science it's politics; or

    forestry is not doing forestry any more.

    Finally,the silvicultural regimeitself, despite being the touchstone of

    forestry culture in Romania, is a limitation to the expertise of foresters:We are over-regulated; this comes from an inability to enforce ex-

    isting regulation. People think we need more laws but that makes it

    more difficult for them to be implemented. [former NFA forester,

    now international consultant, interviewed September 2006].

    In the next section I explore how this silvicultural regime acts as a

    framework for both limitation and negotiation of expertise.

    3.5. Negotiating new expertise

    Forest regulation in Romania is experienced as part of the com-

    munist way of thinking. This is a very common expression in Romania

    and can be applied to a wide range of behaviour, with the implication

    that it is problematic. Hence one silvicultural professor who comparedthe current technical norms to the old communist culture indicated

    something that, in his view, needed to change. He fundamentally

    approved of the existence of norms, but believed that they are not

    correctly formulated, nor applied in an intelligently flexible way. The

    rigidity undermines the initiative and individual authority of the for-

    ester. Another commented:

    There is a very big suspicion of foresters. This is also linked to self

    esteem. In Bulgaria, if you are assessing the need for new felling

    the forester goes to the forest and assesses it based on his ex-

    perience of the state of the forest and regeneration. Here you have

    to prove everything with figures. [former NFA forester, now in-

    terviewed September 2006].

    However a new attitude to the former hegemony of forest scienceis emerging. The rightness of the technical norms is being challenged

    in numerous ways by foresters who can be described as negotiating

    their way through the new Romania. In other words, they are no

    longer obedient members of a hierarchy, uncritically implementing

    the silvicultural regime. The norms can be manipulated. At one

    uncomfortable end of the spectrum, there are cases scattered across

    Romania where forest was felled shortly before it was restituted; the

    state district forest had simply shifted its priorities from one mature

    stand to another, and thenew owners acquired land without forest. As

    one forester commented It's legal but it's not moral. Even where

    foresters want to be both, thenew structures of ownership make strict

    adherence to the silvicultural regime difficult. The average parcel size

    of privately owned forest is 0.9 ha (INDUFOR-OY and European Forest

    Institute, 2003), and even some of the larger parcels, such as churchforests, may be only 30 ha and cannot be managed in rotation. New

    politics present a different challenge: much of the forest has been

    restituted to municipal governments, where private foresters are

    employed by mayors motivated either by quick personal profit or

    benefits to the electorate within the four-year electoral cycle.

    Forestry has become a competitive profession. Within the criteria

    for setting up a PFD, which include a minimum forest area and the

    organisation of the forest owners, the new forest owners can choose

    who will manage their forests, and who will therefore receive

    payment. Whilst on the one hand this contributes to the politicisation

    mentioned above, and significant numbers of foresters who are

    dependent on maintaining the favour of the local mayor (a situation

    which nurtures benefit capture), others are succeeding in the new

    climate because they develop innovative ways of dealing with the

    context. They might (and often do) complain that this is not forestry;

    in thecontext of globalchanges in forestryothers might argue that it is

    indeed the reality of 21st century forestry.

    An example illustrates this. A highly-motivated chief of a private

    district is managing several thousand hectares of municipal forest in a

    town hosting oneof thelargest Roma (gypsy) populations in Romania.

    He had established the new PFD only eight months previously, after a

    chaotic period in which, it was reported, 28000 m3 of timber had been

    illegally cut from the forest. Almost everyone blamed the Romapopulation, although a few pointed out that during the interregnum

    between state and private ownership, there were opportunities for

    foresters to get involved as well. The Roma in this case have no tra-

    ditional systems of social organisation, having migrated to this area

    since the 1960s for work, and consisting of diverse castes and lineages.

    Consequently the current situation is disastrous, both ecologically and

    socially, with widespread and chaotic cutting evident on all the slopes

    around the town, tensions between the ethnic groups high, reports of

    violence against foresters, and marginalisation of the Roma popula-

    tion from decision-making.

    The PFD chief has taken two approaches, one within the bounds of

    traditional forestry, one broaching new territory. He made clear his

    objections to the role:

    If you want to solve the problem you need to look at the roots their poverty, values, situation in society. It's a social problem that

    needs to be solved by the city council I am here to make a profit

    and pay the surplus to the city hall [private district chief,

    interviewed March 2007].

    Nevertheless, he has used his expertise to work with the norms,

    and developed new social negotiation skills.

    First,he hasused thetechnical norms to address theproblem.Within

    six months of starting he had commissioned and submitted a new

    inventory to the Ministry, to revise the management plan taking into

    account the loss of 28000 m3; and moved the harvesting priorities to

    compartments close to the town, without increasing the annual

    allowable cut. Harvesting has thereby become highly visible, incurring

    criticism and worries from the community members, but his strategyaims to retain standing volume in more remote compartments.

    Second, he has developed an approach to conflict resolution,

    meeting in their homes with the unofficial heads of the gypsy

    community; contracting them to work for the harvesting companies;

    and giving them subsidised firewood. Whilst long-term results remain

    to be seen, this direct approach to overcoming earlier polarisation has

    at least two immediate effects: illegal harvesting has declined from

    850 m3/month (2004) to 230 m3 / month (late 2006); and Roma

    labourers interviewed in the forest indicated a new sense of owner-

    ship, in criticising others for cutting illegally.

    4. Poland case study

    4.1. Historical development of forestry

    The forests of Poland are the single largest forest estate of the new

    EU member states. Forests cover 8.6 million ha, almost 28% of Poland,

    dominated by coniferous stands of mainly Scots pine (Pinus sylvestris)

    (Marghescu, 1997). It has not always been that way: the continuous

    decline of forest cover to 1919 resulted in a low point of 19% forest

    cover, from which Poland has recovered through a strong state forest

    department, and extensive plantation often with coniferous species

    not native to that location.

    There are many parallels with the development of scientific forestry

    in Romania. The first forest laws enshrined custom and tenure rights in

    the mid 14th century, followed in later centuries by continuous orga-

    nizational improvement, forest workforce, economic rules (Szu-

    jecki, 2004, p. 24). Timberexportsin themid 16thcentury werefollowed

    432 A. Lawrence / Forest Policy and Economics 11 (2009) 429436

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    by a rise in grain exports which as in Romania encouraged further

    deforestation. Forest cover fell from 43% in the 18th century to 19% in

    1919, leading to the establishment of the Polish State Forests (PSF) in

    1924, followed by a further decree in 1927 covering private forests.

    However Poland's forest history during and since communism

    differs in some respects from that of Romania. In particular, while

    large and medium-sized private forest estates (thoseover 25 ha)were

    nationalized after World War II, smaller areas remained in private

    ownership (Marghescu, 1997).

    4.2. Post-1989 changes in forest institutions

    ThePSF manages 80%of Poland's forests (Siry andNewman,2001).

    In contrast to Romania, no forest restitution has taken place in Poland.

    The government justified this on the grounds that social and

    environmental welfare functions of the forests would be endangered,

    and that the public's free access to forest land had to be secured

    (INDUFOR-OY and European Forest Institute, 2003). This was later

    supported by a public referendum where 80% voted for state forests to

    remain in state ownership.

    The new Forest Act of 1991 brought in significant changes, making

    each forest district financially independent, and allowing for smaller

    districts, privatisation of operations and reduced employment. Unlike

    Romania, the districts have been given some flexibility in setting

    annual allowable cut. Academic analysis of these changes barely

    exists. One paper published in 2001, but submitted in 1999 and

    therefore based on data collected even earlier, is critical of the reforms

    on the basis that timber production efficiency is below the economic

    optimum, and that insufficient data exists to evaluate management

    decisions (Siry and Newman, 2001). However this is to miss the

    significance of the Act's new emphasis on sustainability, placing

    ecology on a par with production:

    The main purpose was timber, timber, timber. Now it is sustain-

    able management to keep forests going, to increase and protect

    it and to produce timber. And genetic purity is also a focus

    before that was not important, neither species nor [seed] source.

    [Provincial forest director, interviewed November 2005].

    4.3. What makes the Polish forester an expert?

    The Polish forestry department has a hierarchical, army-like image

    similar tothatof the RomanianNFA, but has held onto its power much

    more than hasits Romaniancounterpart. Respondentsin Poland made

    unsolicited remarks about the power of foresters, who have recently

    been voted the most trusted public servants (T. Juszczak, pers.

    comm.). A remark typical of several respondents is:

    We understand a forest as a common property, above private

    ownership. Foresters understand themselves as custodians of the

    national heritage, forests have to last. State ownership is good

    because the state can wait. It's like the best capitalists we canwait for accumulation of wealth. [Provincial forest director, inter-

    viewed November 2005].

    In many ways the position of foresters in society is secure. Pay has

    improved, and new reward systems bring premiums linked to forest

    income.

    Foresters can end up earning three to four times the average salary;

    that really makes you something. [Provincial director, interviewed

    November 2005].

    Consequently there is perhaps less need to insist on their technical

    expertise; discourse is less about the sacred silvicultural regime and

    more about the value of the forests to the nation.

    4.4. What undermines the expertise of the Polish forester?

    However there are threats to the forester's status as expert in

    Poland. One is the polarised and highly public conflict with the

    biologists who seek national park status for Bialowieza ( Blascavunas,

    in preparation; Franklin, 2002; Wesolowski, 2005), in which foresters

    have often been portrayed as representing the interests of local

    communities (Franklin, 2002). A young forester expressed the various

    tensions in his career choice:Of course they [local people] trust the foresters, they are native.

    The scientists are foreigners [i.e. not from Bialowieza]. But [as a

    forester] I had to join the National Parks service; it was either that

    or exploiting the forest that I love. [Guide, Bialowieza Strictly

    Protected Area, interviewed November 2005].

    This is a widely studied debate which rests on wider issues of

    environmental politics and social construction of nature. More

    specific to forestry, and less studied, is the centrality of technical

    expertise. Foresters perceive this as threatened, not by the public as

    in Romania, but in the intervention of foreign foresters, and

    environmental NGOs, that has accompanied the forest certification

    process. Poland was ahead of the game in achieving certification for

    all state forests, but it was a process that incurred some injuredprofessional pride of foresters and resistance to the appearance of

    non-forestry professionals in forest decision-making (Paschalis-

    Jakubowicz 2006, p. 256).

    These comments reflect genuine pride in their forests, and con-

    fidence in the rightness of their knowledge. But there are new chal-

    lenges to the rightness of their knowledge. In this context, a defensive

    note creeps in:

    the volume of harvested timber is independent of certification,

    just as it is immune (to a considerable degree) to the rise or

    decline of market demand for wood, because these volumes are

    dictated by the state and the needs of the forests themselves.

    (Paschalis-Jakubowicz, 2006, p. 255).

    The desire to protect careers and status can be read into the public

    relations approach of the State Forest Administration. A booklet

    published just before the time of the referendum is entitled In Good

    Hands and explains the merits of state ownership and management

    (Trzaskowski, 1999). A glossy large-format book of beautiful photos of

    the Polish forests produced in celebration of 80 years of the State

    Forests begins with a preface from the Director General of State

    Forests:

    the forest unleashes different emotions in every person.

    Speaking about emotions probably none of us is indifferent to its

    beauty, greatness and majesty. Both the scientist, who can name

    every plant and animal, the child, or the tourist are seduced by the

    charm of the forest. Forgenerations themission of Polishforesters

    has been to preserve and enlarge this national wealth. The model ofPolish forestry exceptional in Europe as a self-financing non-

    profit organisationis a good response to thesesocialneeds. [Darzbr,

    Director General of Forests, in Szujecki, p. 5; added emphasis].

    There is nothing comparable to such confident PR overtures in

    Romania where only the protected areas are promoted through glossy

    books. The appearance of emotions in official statements about

    forestry is a radical departure from the scientific intentions of

    Empress Maria Theresa and Catherine the Great, and complicates

    intriguingly the idea of forestry as objective science.

    The concern to maintain control of the forests is nevertheless quite

    clear. The book goes on to advocate that we recognize the great

    importance of the forest inspectors and forestry services who strive

    for the welfare of the woods as well as for the benefit of us all. The

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    forestry professor writing about certification asserts the unique right-

    ness of forestry:

    theimportance of theproblem [i.e. sustainable management of forests]

    can only be seen from the perspective of forestry, and not from a single

    sector of the timber industry, since it represents the long-term actual

    interests and aspirations of the citizens of our country. This is because

    forestry acknowledges and understands the diverse and irreplaceable

    role forests play in our lives. (Paschalis-Jakubowicz, 2006, p. 256).

    These (politically motivated) emotional and moral claims bring a

    new angle to the fragility and fluidity of the boundaries around

    expertise highlighted by Bell and Sheail (2005).

    5. Discussion

    Echoing Bell and Sheail (2005) and Rajan (2006) in their work on

    ecology and conservation, this study indicates the richness of

    historical geographies of forestry for those wanting to understand

    the relationsbetween humans and nature, mediated by power, culture

    and the desire for human meaning. In both Romania and Poland we

    cansee both thecommon origins and continuitiesof scientific forestry

    highlighted by McManus (1999) and the local diversifications

    indicated by Vandergeest and Peluso (2006a). Culture, power, and

    institutional change have drawn a range of reactions from foresters.

    These traits have not been examined before in post-socialist forestry.

    While this is a fertile field for much more research, in the remaining

    space I draw attention to three aspects in particular that result from

    this fragile blend of culture, politics and claims of scientific expertise.

    5.1. Historical commonalities, current contexts

    Romanian and Polish foresters have much in common. The profes-

    sional culture and pride is evident in attachment to uniform, the size of

    the public forest estate, and the history of social prestige. Foresters in

    both countries demonstrated a highly modernist belief in the objectivity

    of scientific knowledge: unchanging technical norms, the claim that

    forestry is based on the needs of the forest. These traits reinforce theidea of thecommon origins of forestryculture in theeconomicambitions

    of eighteenth century European rulers, underpinned by a paradigm shift

    to quantification and rationalisation (Lowood, 2002; Scott,1998).

    In both countries, respondents described the Forest Department as a

    state within a state and the second army. In their hierarchical

    command and control approach foresters provoke memories of

    communist styles of centralised administration; but at the same time

    they see their roots as pre-communist, with more historical authority

    (Blascavunas, in preparation). In Poland, respondents emphasised that

    foresters were often not members of the communist party. By contrast,

    in Romania the opportunity to form PFDs provides a different channel

    for dissociating oneself from recent history. The forester in Romania has

    had to negotiate a more politically reactive and volatile context, a strong

    public and political inclination to private economic power, and politicalmanipulation of public and bureaucratic priorities and trust, with new

    skills and understanding of this context. By contrast in Polish forestry

    there is much less demand for new social, political and business skills

    than in Romanian forestry, leaving perhaps more energy available for

    reinforcing their self-confidence and public status. Nevertheless inter-

    national processes and a more ecological and pluralistic basis for forest

    policy have been experienced as challenges to their expertise.

    These differences between Romania and Poland have long

    historical roots, which space does not allow us to explore here. A

    few pointers are important however. Poland had a better experience

    of communism than did Romania; in that the power of the Roman

    Catholic church, and strong national identity, allowed more belief in

    alternatives than under the tyranny of Ceauescu's government in

    Romania (Davies, 2001). A vote against restitution would be unima-

    ginable in Romania, where the speed and completeness of state forest

    appropriation in 1948, combined with memories of injustice (Lawr-

    ence and Guran, 2006), add to the potent symbolic value of forest

    ownership. Furthermore, a very high proportion of the Polish

    population moved or was moved from its birthplace during or after

    World War 2. Poland gained territory to the west, from where ethnic

    Germans emigrated; and lost territory to Ukraine and Belarus to the

    east, from where ethnicPoleswere resettled, often on the other side of

    the country. Many rural Poles now lack ancestral connections with theland that they farm, whereas rural Romanians can cite generations of

    ancestors farming and accessing the same forest. Furthermore Poland

    under thesocialist regime was more industrialised, andsince1989 has

    been less poor and less rural-based, than Romania. Many aretherefore

    content for the forest to be managed by the state, as long as they have

    access to the culturally important recreational collection of fruit and

    mushrooms.

    5.2. Forestry as expertise

    Because forestry is tied in to histories of power and institutional

    culture as well as science and political rationalisation, the evolution of

    forestry knowledge offers insights for wider debates about expertise as

    a socially constructed alternative to lay knowledge. Here we cansee that

    forestersacquireexpertise,both as it is conferredupon them (bylaw and

    education), and through their own authority (gained through experi-

    ence, and the acting out of an emotional commitment to the forest).

    The influence of emotions over science, and the context-specific

    negotiation of forest management, makes it difficult to defend the

    dichotomy between science and lay knowledge. This polarisation has of

    course been critiqued on numerous occasions, but usually because it

    implies that lay knowledgeis leftout of environmental decision-making,

    to the detriment of the decisions taken (Harrison et al., 1998; Johnston

    and Soulsby, 2006). An alternative critique is that the degree to which

    knowledge becomes expertise, depends on scale and context (Bell and

    Sheail, 2005; Lowe and Murdoch, 2003). The emphasis of Collins and

    Evans' (2002) paper on the relations between expertise and experience

    provides insights here, particularly in the Romanian case. The relevance

    of (and insistence on) individual experience of the forest as being moreimportant than the technical norms, supports the theories of this latter

    group. Furthermore, foresters in Romania demonstrate that their ability

    to hold their position and legitimacy, lies not only in his or her tech-

    nical knowledge and membership of a professional culture, but also in

    his / her knowledge of (and ability to work with) thesocial and political

    context.

    So foresters acquire expertise through technical knowledge,

    knowledge of the context, and experience. A second point emerges

    from this studyof foresters' realities. Forestry has often been, formally,

    the agency of the state. But forestry has acquired its own cultural

    identity, an extremely strong identity in both the countries studied

    here, and more widely (Rajan, 2006; Vandergeest and Peluso, 2006b).

    Rajan points to the separation of science and the state bureaucracy,

    and this is evident in post-socialist forestries too. Whilst theseparation is explicit in Romania, wherepartof the forestry profession

    has been privatised, in both countries this binding culture is

    emphasised by the continuity of forestry, the links back to the origins

    of scientific forestry, and the common thread running through the

    profession amongst different countries. In the contexts of sudden

    political, economic and social change, a neoliberal democracy is not

    necessarily the best friend of the forests. In a country where long and

    weary experience of centralised decision-making causes people to

    perceive forest regulation as a communist law, there is something to

    be said for the authority carried by forestry.

    Forestry in Romania and Poland has survived both the political

    changes of 1945 and those of 1989, changes described by ethnogra-

    phers of transition as two modernising revolutions, each using the

    concept of rationality to support opposite ideologies (Brandtstadter,

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    2007). Forestry, itself a rationalising project, fitted the agendas of

    both; but we must consider the possibility that the cultural strengths

    of forestry, and an underlying connection to nature, have contributed

    legitimacy and continuity as well.

    5.3. Negotiating post-socialism

    We see that in both Romania and Poland, foresters are adapting, and

    in ways specifi

    c to context. Such a conclusion might not be astonishing,but there is a wider significance. As mentioned in the Introduction, a

    range of socialdisciplines havecriticised the prevalence of deterministic

    models of transition, which suppose that the path from communism to

    capitalism is a straight and uniformly desirable one. Instead, institu-

    tional economics draws on the concept of path dependency to point out

    thattransition is contingent on historical precedents (North, 1990); and

    anthropologists have used the language of negotiation to draw

    attention to the active engagement of actors with their future, in

    contexts distinguished by both underlying cultural differences, and

    arbitrary or accidental influences(Burawoyand Verdery,1999). Forestry

    is one microcosm of such changes and highlights the need to recognise

    the relationship between institutional change and historical, social and

    biogeographical context. Each country in transition from communism

    offers one or more such contexts.

    There is more diversity to explore in these divergent forestries.

    New differences in forest management among former Soviet republics

    after thebreak-upof theUSSR have been noted(Carlsson and Lazdinis,

    2004). Even among states with similar recent histories, such as the

    Baltic States, a more detailed look reveals national peculiarities in

    policy instruments (Lazdinis et al., 2005). In fact overviews of forest

    policy demonstrate many detailed differences in central and eastern

    Europe (INDUFOR-OY and European Forest Institute, 2003; Meidinger

    et al., 2006) which would merit exploration of the cultural histories

    and current transformations occurring in these diverse contexts.

    6. Conclusions

    This paper takes a grounded approach to understanding the rela-

    tions between forestry science, expertise, culture and practice. Thepicture that emerges is one that combines both a socially constructed

    and context-specific notion of expertise, with personal negotiation or

    reinvention of the role. Over centuries, foresters have built power

    structures and established confidence in their knowledge. That power

    and knowledge is now being challenged both from outside and from

    within the forestry profession. The result is a divergence between the

    professional knowledge of different foresters, and individual negotia-

    tion of new knowledge where the political or social context demands

    it. While expertise can still be claimed, it is a diverse and more per-

    sonal expertise in the Romanian context.

    Post-socialist forestry is a field rich with potential to cast light on

    historical geographies of knowledge, and the cultural construction of

    expertise. The role of the forester as expert is particularly sharply

    defined in central and eastern Europe, and the high cultural profile(even nationalist significance) of the forests has pushed this role into

    the political limelight. In the adherence to the central quantitative

    notions of forestry, the experience of both Romania and Poland

    indicates that the profession has both a transnational and historical

    authority, reinforced by strong internal cultures. But we see

    differences emerging both between and (in the Romanian case)

    within countries, which will provide future material to address the

    question is there only one forest science?

    While all of this supports Bell and Sheail's idea of the fragility andfluidityof theboundaries around expertise, whatwe see atthispointin

    history is still based on authority conferred by law and education, a

    turning outwards to defend expertise; accompanied by (in the more

    individualised Romanian cases) the need to negotiate expertisebasedon

    personality, relationships and outcomes. Many actors in post-socialist

    forest management aredeeply concerned about the fate of the forests in

    a consumer-driven economy, so this authority serves as interim

    protection as political frameworks shaped by half a century of

    centralised decision-making, meet deep hostility to regulation, and

    the influence of international agendas. Its interim nature however

    makes it all themore vital to explore that hidden, inner side of expertise,

    based on commitment, personal connection with the forest, and

    innovation and to bring these changes to the fore in exploring the

    future of forest governance under such uncertainty of political change.

    Acknowledgements

    This work was conducted while the author held a fellowship at the

    Environmental Change Institute, University of Oxford. The foresters of

    Romania and Poland met my curiosity with enthusiasm and

    hospitality, and I thank them for sharing their insights and friendship.

    I am grateful to Alina Szabo for assistance in Romania, and to Pernille

    Schiellerup, David Turnock and an anonymous reviewer for helpful

    comments on earlier versions of this paper.

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