A major challenge in PA gardening is properly planting trees, shrubs, and perennials when the most of the soil around here is tightly packed hard clay that cannot be broken up and is consequently of no use to the plant roots. You can easily dig a hole through the clay, minus a few rocks or roots that can be dug/cut out and removed with some additional effort. But what's the best thing to use as backfill around the rootball once you have planted it? I will now share what works pretty good for this area and will yield healthy plants - this is only using naturally occurring materials you should already have access to. Step by step, it is as follows (please read thoroughly before following, the steps are co-dependent):
1. Choose a time to work that suits, e.g. early morning or late evening, and preferably a dry day or two after it has last rained. Otherwise, you may find yourself hot, overexerted, soaked, or muddy. Dig your hole, using normal procedures (make it deep enough so the crown of the plant is level with the surrounding terrain, dig hole twice the diameter of the root ball). Remove any roots or rocks. If the debris is too many or too large, consider more serious excavation (saws, digger bars, back-hoes, augers) or a different plant location. Discard roots as far away from your garden as possible, or at the far end of a compost pile (where you throw sticks, etc). Lots of rocks around here make fine garden accents or pathway stones, so you may decide to keep any rocks for future use. Beats hauling it somewhere else, right?
2. Don't discard your excavated soil! Shovel into empty pots or containers for "processing." You may find that the top few inches of what you dug is richer in organic matter. Shovel that into one 3-gallon pot, and shovel the heavier clay (from the bottom of the hole) into a different pot. You will be reusing the good soil.
3. Set your plant / rootball into the hole and make sure the crown is level with the surrounding terrain. You may have it 1-2 inches higher, but NEVER lower. Make sure the plant is oriented in the center of the hole, and there is enough room to get a few inches of backfill all the way around the roots. Also, make sure the body of the plant is in an attractive or productive position - you don't want to dig and replant later because you decided you don't like which way the plant is facing!
4. Process what you have dug. The pot containing the richer soil will be *some* of the backfill for the hole, around the rootball and up to 3 inches from the crown. Using hands or a trowel, break it up into the finest consistency, and backfill. Press the soil firmly into the space around the bottom of the ball. Then add some water to it all, to the point where you can *just barely* see a standing water puddle that looks like a moat.
5. Now here's what could be but shouldn't be a challenge. Find an area of your property, or a communal area rich in soil directly from composted vegetation, e.g. one where you know people have dumped materials for the purpose of composting. Dig down just to where you get into soft black or brown compost, which should have the appearance of coffee grounds, and have a neutral or lack of smell. A funky smell could signify stagnant water, in which case you should select a different compost area. Fill an empty 3-gal pot 2/3 full and carry it back to your work site.
6. Use your pot of compost to fill the remaining 3 inches of "moat" around the roots all the way up to the crown, packing firmly with your hands as you go. Then, water it down with no more than 2 quarts of water, and pack down again later after the water has settled. Place a light coating of mulch atop the area where the hole was dug.
7. Take your pot of heavy clay, carry it to the compost heap, and break it up with your shovel. As it dries, it will become part of future usable compost! If you have your own compost heaps, periodically work them with a shovel, rake or pitchfork to speed up the composting process.