1. Introduction
A constraint to global wheat (
Triticum aestivum) production is the presence of the root-lesion nematodes
Pratylenchus thornei and
P. neglectus in broadacre cropping soils [
1,
2,
3,
4,
5]. In the subtropical grain region of eastern Australia, located in southern and central Queensland and northern New South Wales,
P. thornei is the dominant species [
4].
Pratylenchus thornei parasitizes the root cortex of susceptible plants [
6] and can complete its lifecycle in ~45 days [
7]. When population densities of
P. thornei in soil exceed economic damage thresholds, yield loss is a likely consequence of root damage that reduces extraction of soil water and nutrients by the plant [
8,
9]. However, the degree of yield loss is relative to the population densities of
P. thornei, the tolerance of the wheat genotype, and the environment [
10]. Thus, the threshold for economic damage needs to be considered at the agro-ecological or regional level, rather than nationally [
8,
10]. In the subtropical grain region of eastern Australia, the minimum population density that causes yield loss of intolerant genotypes has been estimated at 1000
P. thornei/kg soil in the whole soil profile up to 90 cm depth [
11] or 2000
P. thornei/kg soil occurring in any soil layer [
4]. The visible damage, caused by parasitism of the plant roots by
P.
thornei, firstly expresses vegetatively as chlorotic leaves, then as a decreased tiller and spike number [
8], leading to grain yield losses of up to 60% [
12]. Between the years of 2011 and 2019, the average wheat yield in Queensland was 1.7 t/ha [
13]. This damage caused to plants of intolerant genotypes can be detected 50 to 70 days after sowing [
9,
14]. However, tolerant genotypes can maintain grain yield, despite being grown in soil infested by
P. thornei [
15,
16].
Several methods, or experimental approaches, have been developed to measure the level of tolerance of a genotype. Chemical amendments, including fumigants and nematicides, have been applied to the soil to generate population density gradients within the field [
8,
17,
18]. Non-chemical approaches that use different levels of plant resistance have also been used to generate population density gradients of
P. thornei [
10,
19]. Recently, Thompson et al. [
12] described a method that determined a
P. thornei tolerance index derived from a multi-environment trial (MET) analysis of multiple wheat field experiments grown on high population densities of
P. thornei alone that correlated well with tolerance measured by methods that used population density gradients. This method accurately ranked and predicted the tolerance of wheat genotypes by grain yield to
P. thornei in independent field experiments. Translation of that data into a 1-to-9 ordinal scale is used to characterize wheat genotypes in growers’ sowing guides [
20].
The experimental approaches described above are valuable for research purposes and for extension of genotype reactions to the grains industry. However, limitations of these methods include their inadequate capacity to screen thousands of breeding lines rapidly and their dependency on the measurement of biomass [
11] or harvested grain yield [
12]. Although grain yield is the most important trait selected by plant breeders [
21], growing plants to maturity and harvesting grain increase costs and limit the number of plots that can be physically handled. To this end, developing a reliable tolerance test that is not constrained by cost or time, and is accurate and efficient, would assist breeding programs to phenotype more genotypes [
22,
23,
24,
25,
26].
Visual assessment has been the pioneering method for phenotyping many different plant traits and will continue to be an important method for many physiological [
27] and pathology-based plant traits [
28]. Visual assessment of plant disease is both quick and non-destructive, with changes in plant appearance reflecting the altered physiology of the plant. Visual assessments are often ‘convenient’ indicators that provide enough information to screen for desired traits [
27]. However, visual ratings can be prone to subjectivity related to the operator’s level of experience or perception [
28,
29,
30].
The first visual tolerance rating (TR) protocol for assessing wheat genotypes for tolerance to
P. thornei was developed by Thompson et al. [
31] on a one-to-six scale and was subsequently modified to a one-to-nine scale. This system scores plants or plots on a single ordinal scale based on their overall appearance, as influenced by lower leaf yellowing, tiller number, biomass, and leaf canopy [
31]. This system has been used to screen ~2000 individual lines per year to select
P.
thornei-tolerant genotypes from diverse germplasm collections, and/or to phenotype genotypes within breeding populations [
31].
Assessment by NDVI provides a non-destructive and objective measure of the greenness of the plant canopy by the reflectance of visible red and near-infrared light [
32]. It is widely used and is considered one of the most useful vegetation indices for plant research [
14,
22,
33,
34,
35]. For wheat, NDVI has been used successfully to score for yellow leaf spot caused by
Pyrenophora tritici-repentis [
36] and to predict the tolerance of adapted genotypes when grown on low and high population densities of
P. thornei [
14]. Reynolds et al. [
27] described NDVI as having high precision and high throughput for canopy traits such as crop emergence, early vigor, and light interception. In this study, our objective was to develop a high-throughput method to determine the tolerance of genetically diverse genotypes grown on high population densities of
P. thornei in multi-environment trials (METs). For this purpose, 396 wheat genotypes were tested in 16 experiments conducted over eight years. Unlike the 36 regionally adapted genotypes grown on both low and high population densities [
14], these 396 genotypes were grown on high populations exclusively. These genotypes comprised (i) advanced breeding lines, (ii) pre-breeding lines, and commercial genotypes available in (iii) Queensland or (iv) other Australian states. This study identified a suitable sowing time to maximize the effectiveness of visual and NDVI methods for predicting tolerance in grain yield. In addition, a genotype from each of the nine tolerance groups that was predictive of tolerance assessed by grain yield, TR, and NDVI was identified. The successful application of such an approach can benefit wheat breeding programs that are constrained by resources (land area, cost, and time) and circumvent the need for a two-year experiment to establish low and high population densities of
P. thornei. 4. Discussion
This study found both NDVI and TR to be robust methods suitable for use by researchers and plant breeders to phenotype genetically diverse germplasm in the vegetative stage for tolerance on high population densities of P. thornei only, and without the need to harvest grain yield. Thus, the use of these in-season assessment methods provides an efficient alternative that requires less resources than using grain yield for assessment of tolerance to P. thornei. Also, routine use of these vegetative assessment methods for tolerance of wheat genotypes is a valuable safeguard should grain yield be lost through adverse weather conditions. The genetic correlations of TR and NDVI with grain yield can be increased by sowing later in the recommended sowing window for the region.
The first experimental approach that used low and high initial P. thornei population densities showed significant and positive asymptotic exponential relationships of genetic correlations between grain yield and NDVI or TR with population densities. Both NDVI and TR assessment methods were more predictive of grain yield at higher initial P. thornei population densities. The symptoms of intolerance are more severe when populations are higher, thus having a greater range of NDVI values between intolerant and tolerant genotypes. Therefore, managed sites with high initial population densities of P. thornei provide reliably superior assessments of genotype tolerance using NDVI and/or TR. Our study also showed that TR was more predictive of tolerance than NDVI when experiments had lower initial population densities of P. thornei.
The initial population density of
P. thornei was not the only factor that influenced the accuracy of the tolerance ratings. The genetic correlations between TR and NDVI improved when the assessor was experienced (ETA) (>15 years) compared to the inexperienced assessor (ITA). Both assessors performed best on experiments where the initial population densities of
P. thornei were the greatest. When compared to NDVI, TR by the experienced assessor gave higher genetic correlation with grain yield, while TR by the inexperienced assessor gave lower genetic correlation than the NDVI with grain yield. Shi et al. [
59] reported that although training will improve the accuracy of visual assessors, inconsistences will remain in their subjectiveness.
The second approach used in this study was to evaluate greater numbers of genotypes and greater genetic diversity on only high population densities of
P. thornei. This approach was advocated as the most practical method to assess genotypes for tolerance in plant breeding based on grain yield [
12]. Furthermore, tolerance assessed in this way encompasses the interactions between the plant genotype, the nematode species, and the environment [
60] and directly relates to the relative yield growers can expect from sowing various wheat genotypes in
P. thornei-infested fields [
12]. Although there is a greater range in the yields between intolerant and tolerant genotypes when grown in heavily infested fields, yield loss still occurs when intolerant genotypes are grown in fields that are less infested [
12]. Furthermore, if a genotype is tolerant to
P. thornei, this does not imply that this genotype is tolerant to
P. neglectus [
12].
A priority for evaluating genotypes on high populations alone is to have a field site that is managed to have damaging population densities of
P. thornei without other disease constraints. Previously, it was found from MET analysis of 29 field experiments that greater discrimination of wheat genotypes for tolerance based on grain yield was obtained for greater initial population densities of
P. thornei (range 1775–9402
P. thornei/kg soil at 0–90 cm) and greater pre-sowing PAWs (range 61–208 mm at 0–120 cm) [
12]. Similarly, it was concluded that initial population densities of >2500
P. thornei/kg soil at 0–90 cm were required to be a robust discrimination of tolerance of wheat genotypes based on the NDVI [
14]. However, if populations were low, the area under the disease progress curve could be used if more frequent NDVI assessments were made [
14]. All our experiments for the second approach of testing on high nematode population densities exceeded thresholds for damage, with the population densities of
P. thornei ranging from 2580 to 7777/kg soil in the profile to 90 cm depth. However, the 2019 site had the lowest population density of 2580
P. thornei/kg soil at 0–90 cm, the second lowest PAW of 121 mm at 0–90 cm, and the lowest in-crop rainfall of only 14 mm. As a result, the genetic correlations of TR and NDVI with respect to grain yield in 2019 were generally the lowest in our study. Caution is required when using NDVI in extremely water-deficient experiments or seasons [
61]. Chenu et al. [
62] refer to this as Environment Type 3 (ET3), where water is limited through the vegetative stages, and continues to be extremely limited during grain fill. The 2019 experiments experienced ET-3 conditions, and NDVI and TR were valuable methods when grain yield is extremely limited by water deficiency. Improvement in the genetic correlation between grain yield with TR1 or TR2 was observed for the second sown experiment (19TOS2) compared to the first sown experiment (19TOS1). If the criteria outlined above are met, our study shows that wheat genotypes can be non-destructively screened for tolerance to
P. thornei by TR and NDVI, thereby providing an efficient phenotyping platform of genotypes for plant breeding and characterization of genotypes for growers’ sowing guides.
It is interesting to note that the second sown experiments had the best discrimination (genetic correlation with grain yield) for tolerance using either NDVI or TR, despite these experiments yielding ~17% less on average than the first sown experiments. It should be noted that tolerant genotypes out-yielded intolerant genotypes in both TOS1 and TOS2 experiments and that genotype rankings were consistent regardless of sowing time. Therefore, if the objective is to effectively discriminate wheat genotypes for
P.
thornei tolerance in the vegetative stages, experiments should be delayed and sown later in the normal planting window, when the expression of symptoms are more severe. The recommended sowing window for the region is between late May and late June, comparable to the mean TOS2 date of June 30 (excluding 14TOS2—sown 25 August 2014) in the present study. By sowing in the recommended window, the soils are cooler and outside the optimum temperature range that is conducive to
P. thornei reproduction [
63,
64]. These cooler soil conditions are desirable for growers but not for researchers. For research purposes, by sowing in the later part of the window, the higher reproductive rates and the increased activity of
P. thornei mean plants are under more disease pressure. This would contribute to both NDVI and TR having higher genetic correlation with grain yield than the earlier sown experiments (mean sowing date was June 10). However, the later sown crops are more likely to experience heat and water stress during flowering and damaging weather events that impact grain yield. If grain yield is impacted by stress other than
P. thornei, in-season assessments by TR and NDVI can be better estimates of tolerance than grain yield. On the other hand, if the objective is to demonstrate the potential of
P. thornei-tolerant genotypes to produce maximum grain yields for growers, then earlier sowing times are preferred.
Pratylenchus thornei reduces the biomass, yield components, and yield of intolerant wheat genotypes [
8]. When an intolerant genotype was grown on high compared to low populations of
P. thornei, the NDVI of the plant canopy was reduced [
14]. The reduction in NDVI commenced at 50 days after sowing [
14], and plant growth declined between 50 and 70 days after sowing [
9]. However, the predictiveness of NDVI can be limited when the canopy cover exceeds 80%, as there is then no relationship between biomass and NDVI [
65]. In these circumstances, it would be worth investigating normalized difference red edge (NDRE) or other vegetation indices (VIs) as substitutes. For instance, NDRE outperformed NDVI at the flowering stage of wheat using an unmanned aerial vehicle (UAV), and it is reported that using a combination of different vegetation indices, as opposed to relying on just one index, enhances the predictability for yield [
66].
Despite TR by the ETA being more predictive than NDVI of grain yield, and hence genotype tolerance, the subjectiveness of TR means there will always be more potential for error surrounding this assessment type [
28,
67]. To improve the accuracy of visual assessments, illustrations of disease severity called standard area diagrams (SADs) can be used as aids to assist with disease severity assessments [
68]. For
P. thornei tolerance, there is no SAD, but
Table 1 details each of the tolerance categories with respect to the symptoms that are likely to be visible in the field. Inclusion of a check (control) genotype for each of the nine
P. thornei tolerance categories in every experiment provides an in situ SAD for
P. thornei tolerance assessors to train or ‘fine-tune’ ratings based on actual crop appearance at the assessment time. This meets some of the best-operating procedures [
29]. In our study and that of Bock et al. [
29], there was consistently a reduction in the genetic correlation (or accuracy) with grain yield when the experiment was assessed by an ITA compared with an ETA. More training would likely improve the accuracy of the inexperienced assessor [
29,
58,
69], but subjective errors are not eliminated. In addition, the cost and time required to train the assessors need to be considered when implementing visual tolerance ratings. In comparison, the handheld Greenseeker™ is a device requiring very limited experience on the part of the operator, while the instrument costs approximately AUD 1000. Our NDVI assessments were achieved at a similar or faster speed than trial ratings by an ETA.
The normalized difference vegetation index provides an objective assessment of the canopy, without discriminating whether the changes in the canopy were caused by abiotic or biotic stresses affecting the physiology of the plant. Our study showed that NDVI1 had greater genetic correlation with grain yield than NDVI2 had for both the TOS1 and TOS2 experiments. On the other hand, for both TOS1 and TOS2 experiments, the genetic correlations between TR1 or TR2 and grain yield were similar and thus less reliant on assessment timing than NDVI. From two experiments, Robinson et al. [
14] found that when NDVI was assessed at CTT in the range from 695 °Cd to 1538 °Cd, the relationships between grain yield and NDVI were strong (R
2 > 0.8), and that a single NDVI reading at ~1000 °Cd would be predictive of tolerance based on grain yield, provided the experiments were grown on population densities greater than 2500
P. thornei/kg soil. Furthermore, the R
2 values were the greatest at a CTT of 1159 °Cd and 695 °Cd for Experiments 1 and 2, respectively [
14]. In the present study, for both sowing times, the average CTT for NDVI1 and NDVI2 was 1073 °Cd and 1350 °Cd, respectively, and thus at the later part of the effective sensing window [
14]. This reinforces that NDVI is sensitive to not only the damage caused by
P. thornei but also confounding influences like plant growth stages, maturity or stay-green in wheat [
30], and other diseases that reduce canopy greenness [
38]. The advantage of visual tolerance ratings is that allowances can be made by the assessor to reduce any other influences on canopy growth, like maturity or stay-green or plant architecture, that NDVI is not able to do. But, NDVI has the advantage of providing tolerance estimates earlier in the growing season, a factor likely to be desirable in a commercial wheat breeding program. To further improve decision capabilities, more research is required to investigate vegetation indices other than NDVI and determine whether UAV could be used to improve data capturing efficiency for experiments with thousands of plots.
Our study demonstrated that TR and NDVI are robust in-crop methods that predict the grain yield of wheat genotypes belonging to the QComm, AComm, QABL, and AABL groups (p < 0.001 for TR and NDVI for these groups). The correlations between TR or NDVI with grain yield were the greatest for the commercial genotypes recommended for production in Queensland (QComm) compared to the other groups of genotypes. Our methods (TR and NDVI) also reliably assessed genotypes (p < 0.001) that are not recommended for production in Queensland (AComm) and the advanced breeding lines (AABLs) where the anticipated production region is not confirmed. However, this was not the case for the genotypes belonging to the ASlow group (these genotypes take a very long time to mature and thus are not suitable for production in Queensland). Our methods reported here offer all Australian wheat breeders an opportunity to screen their spring wheat germplasm for tolerance to P. thornei.
This study found that TR1 and NDVI1, and TR2 and NDVI2 were significantly correlated with each other, but each of these was poorly correlated to grain yield for the genotypes that derived from a synthetic parent, CPI133872 (QPBL). CPI133872 is more resistant to
P. thornei than other sources derived from common wheats [
70]. The introgression of a synthetic parent into common wheats may result in considerable genetic drag of undesirable traits that limit their yield potential [
71]. In our study, the least desirable trait is the reduced yield potential compared to the current commercial and advanced breeding lines that were also in this study. Despite this, the high visual tolerance ratings and high NDVI scores indicate these genotypes were tolerant and could be effectively selected using either TR or NDVI. Not only do these synthetic derived genotypes offer novel sources of resistance but they also potentially offer new sources of genetic tolerance to
P. thornei. Further targeted backcrossing of these genotypes with commercial genotypes is required to improve their yield performance in this region.
Another objective of this study was to determine a robust method that researchers and breeders could use to screen hundreds or thousands of genotypes without measuring grain yield. To facilitate this, nine alpha categories, as reported by Thompson et al. [
12], were determined for the QComm genotypes by grain yield, NDVI, or TR in this study. There was a mean yield loss of 6.5% between the successive tolerance categories and a total yield loss of 52% between the mean of the tolerant and the mean of the very intolerant groups. To compare this with a similar study that included a wider range of genotypes, the reduction in grain yield between successive tolerance groups was 7.5%, with a total yield loss of 60% between the tolerant and the very intolerant categories [
12]. For the other methods in our study, the total reductions in NDVI1, NDVI2, TR1, and TR2 values were 28, 31, 60, and 63%, respectively. Although there is almost a two-fold difference in the total percentage reduction between NDVI and TR, the correlations with grain yield were similar at 0.83 and 0.90 for NDVI and TR, respectively.
Tolerance should always be measured using grain yield when disseminating information to growers to select the best genotypes to grow in their fields [
12]. However, our results demonstrate that NDVI and TR are suitable in-crop methods that wheat breeders could use to select genotypes that are tolerant to
P. thornei without needing to harvest grain. To further improve both methods, one genotype from the QComm group for each of the nine tolerance categories was identified that ranked similarly no matter whether tolerance was assessed by grain yield, NDVI, or TR. These nine genotypes are suitable reference or check genotypes that should be included in every trial to measure tolerance fully and reliably, independent of what assessment method is being used. These genotypes will add value to each experiment by representing the full range of tolerance ratings from very intolerant to tolerant for each assessment method and providing the assessor with an in situ SAD to refine their tolerance ratings at each time of observation. The results of this study showing that the vegetative assessment of tolerance of these check genotypes by either NDVI or TR is predictive of tolerance assessed by grain yield will increase the confidence of researchers in their use in screening experiments.