Physiology end Genetkv ol Tme-Phptqdiage/n/ereclions
Oulnn (Fr~nco),August 31 September 6, 1997
Ed. INRA, Paris, 1999 (LssCdloques, n.90)
-
I
I
.
e
'IbMLlN RS., BORDWJ.H., 1997. Multicmponent index for evaluating mistma by Sitka spruce lo LCwhite
NC-4501302
VMPR
RBAIS: 1 . 7 1 3
No R e p r i n t s A v a i l a b l e
pine weevil (Coleoptera: Curculionidac). J. Econ E n r o d . 90.704-714.
ACHOWLEDGEMENTS
The authors thank Pamela Cheers for editing the text and Diane Paqud for her word
Resistance to galling adelgids varies among families
of Engelmann spruce (Picea engelmani P.)
processing work.
WILLIAM J. MATTSON', ALVIN YANCHUK', GYULA KISS', BRUCE BIRR'
,
' Forestry Sciences Laboratory, North Central Forest Research Sfatlon ,
5985 Nlghway K, Rhlnelander, WI 5450 1
'Reseamh Branch, British Columbla Ministry of Forests ,
1450 Government Stmet, Vlctorfa, B.C., Canada VBW 3E7
'Kalamalke Research StatEon, Brftlsh Columbia Minlstty of Fomsts
340 1 Resemlr Road, Vernon, B.C., V1B 2C7
RESUME
Cootey gall adelgids, Adelges cooleyi, and round gall adelgids, Adelges abietis,
differentially infested 110 half-sib families of Engelmann spruce, Plcea engelmannil at
9 study sites in British Columbia. There was a negative genetic correlation (-0.53)
between the infestations of the two gall-fonlng specles. Cooley gall abundance
exhibited a negative genetic correlation (-0.66) with tree growth, whereas round gall
abundance exhibited a positive genetic correlation (0.79) with growth. Heritability (h')
of resistance against the adelgids averaged about 0.60 for Cooley galls and 0.20 for
round galls
INTRODUCTION
World-wide, there are 30 species of spruce (Picea spp: Pinaceae) which sewe
as the primary host for the majority of the 49 or so specles of primitive aphids in the
famlly Adelgidae (Carter 1971, Ghosh 1983). Each adelgid species typically causes
a uniquely shaped gall to form on the developing shoots of susceptible spruces. Such
galls can persist on the affected trees for many years depending on the species of gall-
substantive family level variation in Engelmann spruce resistance to two common,
maker and the species and environment of the host spruce, thereby leaving a useful
index to a tree's general resistance. For example, in undisturbed plantations in northern
shoot-galling adelgids: the nalive, Cooley spruce gall aphid, A. cooleyi, and the
introduced (from Eurasia), round spruce gall aphid, A. abietis, both of which produce
Minnesota, we have found galls that were formed as long as 30 years earlier (Mattson
very distinctive galls (Rose and Lindquist 1977). We also investigated the heritability
et al. 1994).
(h') of such resistance and tested for genetic correlations between plant resistance to
the two species of adelgids and between tree growth and resistance. We predicted that
Usually, the impact of adelgids on tree growth and survival appears
(a) tree resistance to one adelgid species would be positively correlatedwith resistance
inconsequential. But, to be sure, no one has ever measured their long-termimpacts on
to the second adelgid owing to trees employing the same or very similar resistance
bud demography. Cooley galls, caused by Adelges cooleyl, for example, typically kill
mechanisms against both species, and (b) tree resistance and growth would be
their subjugated shoots. Round galls caused by A. abiells and A. lariciafus, on the other
positively correlated because the most likely mechanisms of resistance would be rapid
hand, do not kill the shoot but allow it to grow in an apparently substandard manner.
inducible defenses, such as strong and swift hypersensitive reactions, that are
Ragged spruce galls caused by Pineus sirnilis can cause hormonal imbalances in
dependent on vigorous growth (Herms and Mallson 1992, 1997).
young seedling stems, triggering a cork-screw growth-habit that predisposes them to
snow damage. In rare cases, some highly susceptible lndivldual trees have nearly all
of their shoots attacked by adelgids and consequently are rendered uncompetitive and
METHODS
eventually die (Mattson, pers. obs). In western North America where there are 15
species of adelglds, it is not uncommon to find galls from as many as 4 species on the
This study was overlaid on a genetic trial utilizing 110 half-sib Engelmann spruce
P. engelmannii, Sitka spruce,
families originating from the east Kootenay region in S.E. British Columbia. Families
P. siichensis, while spruce, P. glauca, and the vast hybrld swarm called interior spruce
were planted in linear, 10 tree plots, replicated in 2-3 blocks at each of 9 different, widely
(mostly P. engelmsnniix glauca) in interior British Columbia.
separated geographic sites. Trees were about 15 years of age, and ranged in height
same host plant, as is h e case for Engelmann spruce,
from 2-5 m in September 1994 when measurements were made. The first 5 living trees
Numerous field studies in Europe and North America have reported substantive,
of all families in each replicate were scored for numbers of Cooley and round galls by
consistent differences among individual trees in their resistance to the galling adelgids
a pair of forestry technicians. Each tree was examined (one person on each side) for
(e.g. see Mattson et al. 1994, Mattson et al. 1998). thereby implying that resistance has
two, 30-second intervals (using a timer) during which Cooley galls were counted, and
an important genetic component to it. For example, Mattson el al. (1998) estimated that
then round galls counted. Such a brief inspection period was sufficient to provide a
broad sense heritability (H') of resistance against Adelges abiefis was about 0.86 (the
reliable difference among differently infested trees. For example, there was a strong
theoretical maximum'being 1.0), using one clonal orchard of Picea abies in the southem
linear regression relationship (p < 0.01, 1 = 50-75% between such 30 second counts
Paris basin.
Of course, such limited studies (i.e. one -population. of trees, one
by forestry technicians and one minute counts (virtually 100% censuses) done on the
environment, one population of aphids) give but only a glimpse of the possible genetic
same trees by two highly experienced gall workers (wjm 8 bab). Usually, the 30 second
bases of spruce resislance to adelgids.
counts allowed the measurement of nearly all of the galls on lightly infested trees, and
at least one-third to one half of them on the heavily infested trees. Tree heights (cm)
This study was undertaken to further basic understanding about the genetics of
and tree diameters (mm) were likewise measured at the same time. The round galls
spruce resistance to insects. Specifically, we investigatedthe hypothesis that there is
were initiated primarily by A. abiefis, but there may also have been a small fraction of
64
*
RESULTS and DISCUSSION
superficially similar roung galls caused by A. ladciatus, though its distribution in S.E..
British Columbia is not well substantiated. Because over 11,000 trees were to be
examined, it was not economically feasible to attempt to definitively segregate these two
species of round gall makers, if Indeed they occurred together. Therefore, h e round
gall counts may represent cumulative infestations of two species of adelgids. Due to
mlsundemtandings, the whole tree gall C O U ~ Were
~ S converted to a tlumefical index, and
recorded as infestation classes: 0=0, 1=I-10, 2=11-20, 3=21-30, 4=31-40, 5=4l -99
Variation among sites and families
Cooley galls were common at all 9 sites, but as expected, the\[ abundance
differed substantially and significantly among siles (Tables 1.2). For example, (hey
averaged about 7 galldtree at the least infested site, and 31 gallsftree at the most
infested site.
Analyses of variance confirmed that there were also substantive.
significant (pe.001) differences among half-sib families (F) in their resistance to A.
- 1
galls.
coolevi at all 9 sites. According lo a variance components analysis on !he overall model
For statistical analyses and tests, we used the numerical indices directly, but
furthermore we converted them back into a semblance of the original data by using a
random number generator to pick a gall number within the appropriate numerical range
coveredby the index assigned to a tree. All such generated numbers (x) were then
testing all of the sites together, lamily effecls accounted for 8.6 % of the total variation
(Table 2). At the most heavily infested sites, the majority (>75 percent) of families were
in middle to high range infestation classes, i.e. medium to light-heavy infestalion
classes. Only very few families were in the extremes, i.e. in very light and very heavy
converted to their log, (x+l) equivalent for meeting the assumptions of ANOVA. We
infestation categories. This implies that nearly all families are moderately to highly
used two ANOVA models. One was for analyzing separately each geographic locale
susceptible to A. cooleyj.
or site: X,=
p + F,+ R, + FP, + e,, where F is family, R is replicate, and FR are family
by replicate interaction effects, e is residual error among indlvlduals. The second was
Round galls were much less common than Cooley galls at 6 of the 9 sltes, but
+ R, (S,) + F, + FISk + F,
at 3 sites they were equally abundant (Tables 1.2). At the least infested location, round
Because of computatlonal overload problems with an
galls averaged about 2/tree, whereas at the most infested location they averaged about
unbalanced design arising from missing observations, the pooled data set was
34ltree. Analyses of variance revealed that there were highly signilicant family effects
manipulatedto create a perfectly balanced data set conslstlng of 82 families and three
(p < .001) on round gall numbersltree at all 9 sites. According to a variance components
individual trees per replicate (2) at all study sites. Hence, those statistics for the pooled
analysis on the overall model, family effects accounted for 2.4% of the total variation
study refer to this reduced data set, and consist o l the class counts for galls. Statistics
(Table 2). At the most heavily infested siles, the majority of spruce half-sib families fell
shown for the individual sites are based on the full set of 110 families, all replicates, and
into the medium and heavy infestation classes. As was the case for Cooley gall
all individual trees, but using the random counts. In every ANOVA, all effects were
susceplibility, only few families fell into the very light and very heavy infestationclasses.
considered random effects. To estimate the magnludes of genetic correlations (rJ, and
Thus, almost all families are moderately to highly susceptible to !he round gall adelgids.
for analyzing the pooled data set across all sites: X, = p + S,
R, (S.)
+ em, where S is site.
narrow-sense, individual heritabilities (h'), we computed the variance components for
the main effects, and their interactions, and then followed standard estimation protocols
Tree size effects on galling
(Becker 1984, Falconer 1989, Kiss and Yanchuck 1991, Stonecypher 1992).
Because larger trees have larger canopies and offer more potential growing
points for adelgid infestations, and families varled significantly in growth rates, we
plotted mean galldlreelfamily against family diameter (d.b.h.) and height to search for
Trblr 1. Mean number of galls (log, (x + 1)) per tree at nine different research slles, and the
any such potential relationships. Universally, there was a vety poor to negligible
pmbablllty of a larger F value In randomized, complete black deslgn tesNng Me null hypolheses
relationship between mean Cooley gall counts/treelfamily and mean family d.b.h. and
that there are no family, repllcale, and family x replicate effects on gall counts per tree. Study
sltes are ranked In ascending order according to the mean abundance of Cooley galls per tree.
Cooky gallr:
height (Table 2.). On the other hand, quite the opposite was true for round galls. Round
gall numbers per family clearly increased linearly with mean family height (and diameter)
at all study areas, ranging from about 1-3 gallslm of height at the most lightly infested
Roundgalls:
areas, to about 7-12 galldm of height at the most severely infested areas (table 4.).
Study Sltes:
mean
Fam
Rep
FxR
mean
Fam
Rep
FxR
E.WhlteREvsr
1,768
e.001
0.24
0.07
0.959
c.001
0.06
e.010
Lodge Creek
1,818
e.001
e.001
0.07
1.554
c.001
c.001
e.001
To remove the effects of family growth rate which is potentially confounded with
Roche Creek
2.162
e.001
0.07
e.01
2.547
e.001
0.1
<.001
the inherent resistance/susceptibility of families, we divided galldtree by tree height (m)
JumboCreek
2.613
e.001
r1.001
401
0.539
c.001
e.010
e.010
and then transformed the ratio (r) using a log, r +.01) transformation before running
PerryCreek
2.733
e.001
c.001
e.001
2.689
e.001
0.02
e.001
analyses of variance. We did not employ height as a true covariate in ANOVA because
the regression relationship of galls on height was not perfectly collinear among all 110
families.
Hone Creek
3.173
e.001
0.41
0.12
1.338
<.001
0.47
0.04
WdwmereCk
3.233
e.001
c.01
e.001
1.755
4.001
0.247
e.001
Converting raw gall counts to galls per unit height did not remove family effects;
they were still vety highly significant (p < 0.001) at all study sites (Table 3.). Although,
standardizing galling by height did not eliminate famlly effects from the model, il did
Table 2. Analysls of variance of data pooled from all sibs, uslng gal class counts, showing
rearrange the individual infestation rankings of families, but largely within their original
degrees of freedom (dl). Mean Squares (MS) and components of variance for the main effects
quartiles. For example, most of those families ranking in the highest and lowest
lor both Cooley and round gal analyses.
infestationquartiles on the basis of gallsllree still occurred within the highest and lowest
infestation quartiles, respectively, after slandardization by tree heighl. However, the
Cooley OaHs
Saum of
Vertetion
dl
Sltss
8
MS
315.5'"
Round GaIlr
internal rankings of almost all these families changed relative to one another. For
Varfsn~,
COW.
MS
Vadance
Comp.
0.62
S02.4'
0.99
example, at Bloom Creek. the mean change in round gall family infestation rank (old
rank-new rank) was +2.8 for the highest infestationquartile. In other words, the average
family increased in mean gall loading by about 3 ranks. For the lowest infestation
quartile. the mean change in family rank was -3.5, meaning lhat rank dropped by more
than 3 (i.e. lower average gall loading). Only 5 new families moved into the highest
infestation quartile, the other 22 just changed their rank orders. The same was true for
FxS
the lowest infestation quartile. Therefore, we conclude that there are real and
substantive family effects on galling that are confounded to only a small degree with the
Error
2952
0.9
0.87
0.7
' ' slgnlfknnt (pc0.001)effecls, * percentage of total variance
0.74
effects of family growth rates.
Table 3. Statistics lor linear regressions of mean Cooley and round pall nrunt~ree/famlly
Genetlc correlations between galling and tree growth
versus mean lamlly tree helght (cm) at each of 8 sludy areas. If zero occurs In the slope
columns, slopes are not slgnlflmn~fmm different from zero. Othemise, elopes are slgnlficantly
(p < .05) larger than zero. Each regression Is based o n 2 216 obsew%tlons.
To investigate possible genetic relationships between gall inlesletlons and tree
growth rates, we calculated the genetic correlations (r9)between Cooley and round gall
Cooley gals:
Study Sltes
BbomC&
Roue gals:
r"
54.0443
fitopa
.
0.05
0,0954
infestations and height. at each of the nine study sites, and on the entire, pooled data
r'
set (Table 5). In the case of Cooley galls, all correlatlons were negative, ranging In value
0.17
from -0.02 to -.0.79.
The pooled data set gave rv= -0.21. The consistent assoclatlon
implies that the tree's traits for fast growth and resistance lo Cooley gall aphids are
positively linked, as might be the case if resistance depended on rapid inducible
Table 5. Genetic mnslatkms (rJ between adelgld gall hfeslalbm and tree gm*
(helghtJ, and
between Cwley (C) and round (R) galls levels per tree, and estimates of the heritability (h) of
resistance against adelgldr using two measures of infeslallon. gall nohree and gall no.fm at
each of 8 study altes in British Columbia. Each estimate In the table Is based upon
measurements on approximately 1000-2000 trees, except lor the pooled sites.
Study Sites
Tttble 4. Mean number ot log, (galYmMer of tree helphl* 0.0 1) at dne dWennt research sltes.
vs
helght
and the probablllv of a larger F value In randomized, complete block deslgn testing the null
hypotheses lhal there are no lamlly, replicate, and family x repllcate effects on gall per unit of
C,geNs
Gemtk correlallons:
Heritablllty (h') estimates:
R.qsls
RsellaYsC.aalls C.galls R.galls C.galls R.gslls
no. Per no. per
vs
blght
nohree
noJm
lree
tree
noJm
nolm
Bbom Creek
-0.79
0.36
-0.51
-0.31
1.0+
0.41
1.0+
0.17
E. While River
-0.49
1.0+
-0.54
-0.71
0.34
0.13
0.44
0.09
Horse Creek
-0.28
1.0+
0.03
-0.59
0.35
0.26
0.44
0.1 1
helght per tree. Study sltes are ranked in ascending order according to the mean abundance
ol Cooley galls per tree.
Cooley galls:
Study
Round galls:
Sites:
mean
Fam
Rep
FxR
mean
Fam
Rep
FxR
Jumbo Creek
-0.42
0.84
-0.49
-0.61
0.32
0.26
0.39
0.21
E.WhlteRlver
-0.018
e.OO1
0.09
0.03
-2.002
e.OO1
0.04
e.OO1
Lodge Creek
-1.0+
0.62
-1.0+
-1.0+
0.28
0.05
0.32
0.00
Lodge Creek
0.199
e.00f
e.OO1
0.018
4.592
e.001
e.001
c.001
tussler River
5.37
0.84
-0.48
-0.69
0.95
0.51
1.0+
0.26
Perryereek
-0.61
1.0+
-0.33
-0.69
0.83
0.12
0.85
0.00
JumboCreek
1.003
e.001
c.001
c.010
-3.217
c.001
e.001
c.010
RocheCreek
-0.02
0.84
0.19
0.38
0.78
0.17
0.84
0.09
Peny Creek
1.006
e.001
e.001
c.001
0,954
401
0.03
e.001
Wdvmre
-0.55
0.74
-0.93
-0.85
0.69
0.18
1.0+
0.11
Creek
Lussier Rivet
1.887
e.001
0.06
e.010
0.857
401
c.002
c.030
HoneCreek
1.839
e.001
0.31
0.49
-1,132
e.001
0.55
0.010
1 n.a. not available, because analysis was not done for the particular variable of concern.
defenses (such as hypersensitive reactions) which are swiftest and strongest in
t
vigorously growing tlssues. On the other hand, for round galls quite the opposite was
found. All correlations were positive, ranging from 0.36 to 0.84. The pooled r, estimate
high-high
I
was 0.92. E3ecause round and Cooley gall resistance have different relationships to tree
growlh, it implies that the resistance mechanisms against them are different.
(.Family
76
Correlstlone Between Cooley and round gall adelgld8
To obtain a synoptic view of famlly resistance to both Cooley and round gall
adelgids, we ranked each spruce famlly according lo its percent departure from the
grand mean resistance level of all 110 families at each of the 9 study sites. For
Coolsy gall--devlatlon from grand mean (%)
example, at each locale, every family was rescaled for the two gall types using the
following formula: (,m, gall, mean-local gall grand mean)/local gall, grand mean x 100,
where means are from log, (x+l) data. These new variables, percent deviations, were
Flgure 1. Plot showlng the mean round and Cooley gall Infestalbnranks of each of 1 10 spwce
lamilies. using a larnity's average percent deviation from Vle grand mean round and Cooley gal
Infestationlevel of all Ireos, at each of 9 study sites, In other words, each point is Ihe mean ol
then used in a randomized block ANOVA, with study areas treated as blocks, to test
9 individual devlallons measurements for a single famlly, showing its tendency lo be higher, or
again for family differences,
lower than others with respecl to infestationsby round and Cooley gall adelgids. For example.
Family 126 Is Identified In the bwer kfl(low-low)quadrant, exhibitingbebw average levels of
both gelling adelglds.
As before, there were hlghly slgnlficant (p <0.001) family effects on the rescaled
measures of resistance to galling. To demonstrate the fammes' resistance relationships
Genetlc correlations between Cooley and round gall lnfeslations
to both Cooley and round gall adelgids, we plotted mean round gall rank against mean
Cooley gall rank for all 110 families (Figure 1). The result was an obvious left to right
Using the log, (x+l) gall counts, we found that there were negative genetic
sloping scatlergram. Such a pattern implies a negative genetk correlation between the
correlations (-0.33 to -0.93) between Cooley and round gall infestalions per tree at 7 of
resistance traits for these two adelgids. Sixty-eight percent of the families fell into the
9 sites (Table 5). At 2 sites {he correlalions were near zero or positive (0.03 and 0.19).
upper left (27 percent) and lower right (41 percent) quadrants of the graph. Only a
meager 11 percent of the families occurred in the lower left quadrant where
Using the entire data (all sites) set in the pooled model gave a substantial, negative
genetic correlation of -0.53.
susceptibility to both species of adelgids is below the grand mean. Therefore, typically.
when one resistance trait Is high, then the olher is low, and vice versa. Contrary to this
Estimating heritabilities of reslstance to edefgfds
trend, only one family, 1-126, had substantially low levels of both adelgids: its
infestations were on average 23 percent below the grand mean for Cooley galls, and 32
Heritability estimates depend on the environment in which they are measured.
percent below the grand mean for round galls. At the other contrary extreme, family f-
Ihe particular genetic structure of the populations, and a bevy of other factors.
80, had \he highest combined level of both adelgids: its infestations were on average
Therefore, we computed herilabilily eslimates for each of the 9 study locales, realizing
about 20, and 23 percent higher than the respective grand means for Cooley and round
that insect population size and ils genetic structure may vary substanlially among them.
galls.
For Cooley adelglds, h' values ranged from 0.28-0.95 wilh one estimate exceeding 1.0,
would make breeding for resistance against both insects more difficult as very few
owing to estimation errors (Yable 5). The pooled estlmate and i s standard error over all
genotypes would be segregating for positive attributes for all three traits (1.e.. growth and
sites was 0.61 5 0.1 1.
Cooley and round gall adelgid resistance ).
,
For round gall adelglds, hevalues ranged from 0.05-0.51 (Table 5). The pooled
estlmate and its standard error over all sites was 0.20 & 0.05.
*
Adjustments to the data lo accounl for differenlial attack among large and small
trees, suggested that tree size per se does not largely change the probability that a tree
will be attacked and that family pedigree Is more important. Ideally one should know the
Because each heritability estimate was usually based on about 1000 individual
impact of galling aphids on tree growth which would then permit an assessment of the
tree measurements, derived from 110 families, the precision of the estimates are
reasonably good. For example, the sampling variances of h2 estimates are
benefit of developing lines of trees resistant to gall forming adelgids. Unfortunately,
nothing is really known about the impact of such gall formers on tree survival and
approximately 32 x ht/lOOO (Falconer 1989), and thus its standard errors are
growth.
approximately (sqrt (32 x h')) 1 1000. Although we only calculated standard errors for
the overall h' estimates (after Becker 1984), it is evident that heritabllities were
significantly larger than zero.
Understanding of the genetics of tree resistance lo phytophagous insects is in its
infancy. More research is clearly needed in order to be able to effectively employ
natural mechanisms of plant resistance against potential tree pests.
CONCLUSIONS
REFERENCES
Heritability estimates varied widely across individual sites, but the overall
estimates confirmed that h' was substantially larger ( -0.6) for Cooley galls, than for
round galls (-0.2). This may suggest lhat there is more genetic variation present for
Cooley gall resistance, but the lower level of attack by round gall adelgids may have
caused the heritability estimates to be less than those for Cooley gall resistance. Not
surprisingly, for both gall adelglds there was a tendency for the highest heritability
estimates to be linked to the sites with highest insect densities, as has been observed
spp
elsewhere by Strong el el. (1993) for a cecidomyiid leaf-galling fly on willow,
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reslstance to both gall-forming Insects on Interior spruce, and breeding for resistance
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gall forming insects were quite different. Cooley gall abundance was negatively
correlated wilh height growth which suggests faster growing families are more resistant.
Whereas, for round gall adelgids, faster growing famllies are more susceptible. This
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Physiology and Genetics
of Tree-Phytophage Interactions
International Symposium
Gujan (France)
August 31 - September 5, 1997
Physiology and Genetics
of Tree-Phytophage Interactions
International Symposium
Gujan (France), August 31 - September 5, 1997
organized by
lnstitut National de la Recherche Agronomique (INRA)
International Union of Forestry Research Organizations (IUFRO)
INSTITUT NATIONAL DE LA RECHERCHE AGRONOMIQUE
147, rue de I'Universite - 75338 Paris Cedex 07
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