1. Introduction
Montado is the most widespread agro-forestry system in Europe, covering 3.5–4.0 Mha in Portugal and Spain (where it is named “Dehesa”) and is commonly found in other Mediterranean regions such as Algeria, Italy, Greece, and Morocco [
1]. It represents 33% of the total Portuguese forest area [
2] and is usually associated with poor soils. Montado consists of natural or improved (by soil amendment or fertilization) dryland pastures, mainly grazed by sheep, cattle, and pigs, under a sparse cover of cork oak (
Quercus suber L.) or of holm oak (
Quercus ilex ssp.
rotundifolia Lam.). These low maintenance pastures fulfill an important function in rangeland ecology and are fundamental contributors to the productivity and biodiversity of these ecosystems, while sustaining livestock in soils that otherwise would have been considered unproductive [
3,
4]. Given the fragility of these soils, continued efforts are needed to improve their quality and thus achieve sustained pasture production. At the same time, improvement of pasture quality is an additional management concern because it is fundamental for profitable animal production [
5]. Given the seasonal variability in rainfall and temperatures in the Mediterranean climate, pastures associated with montado are characterized by significant seasonal fluctuations in plant species composition and productivity [
6]. Dry summers and irregular winter rainfall affect the productivity and duration of the vegetative cycle of dryland pastures [
7]. Therefore, vegetation resilience to water stress is an essential factor for the development of pasture in these ecosystems [
8].
The annual vegetative cycle begins in autumn, with the appearance of the first rains, and then goes through a dormancy period in winter, due to the low temperatures. In the spring, the simultaneous combination of temperature and precipitation creates conditions for a period of great vegetative vigor. From autumn to spring, pasture is the main source of animal feed in extensive grazing systems; however, starting in late spring or early summer, low precipitation and high temperatures accelerate the final stages in the pasture vegetative cycle, clearly decreasing its nutritional value. In this critical period, farmers need essential data on the spatial and temporal variability of pasture biomass availability in order to safeguard a minimum supply of high quality feed throughout the year [
5] and evaluate possible feeding supplementation strategies for the animals, to cover at least their maintenance needs. This information can assist farmers in site-specific soil, pasture, and animal management in agro-silvo-pastoral systems [
9]. Viable animal production under these conditions depends heavily on well-informed pasture management and feed planning [
3].
Pasture quality can be quantified by certain parameters, such as neutral detergent fiber (NDF) and crude protein (CP) content [
10]. It is known that high CP content and low NDF content indicate higher quality pastures [
11], which is usually the case when the plants are young. As the pasture develops during the spring, the CP content tends to decrease while the NDF content tends to increase. Serrano et al. [
12,
13] presented an index designated the pasture quality degradation index, (PQDI, Equation (1)), which uses the NDF/CP ratio to quantify the progressive degradation of pasture quality throughout the growth cycle.
The conventional method for obtaining these indicators of pasture quality (CP and NDF) is based on in-situ sampling and chemical analysis. However, this conventional methodology involves intensive field work and lengthy laboratory analysis, which are relatively expensive and sometimes belated, making them unpractical for day-to-day farm management [
5,
6,
10,
14].
Remote sensing is becoming an increasingly appealing technology [
15], using the relationship between satellite-derived indices and certain crop characteristics [
6]. Nonetheless, the application of RS technology in precision grassland management is still relatively limited due to the variability in pastures species [
16]. Over the past few years, important developments have been achieved in sensor technology and analytical algorithms, enabling RS to supply comprehensive data for pastures management [
5]. These emerging technologies that facilitate the mapping and analysis of pasture variability [
17] are more and more crucial for sustainable animal production. Evaluation of variability is both the first important step and a required condition in the implementation of “Precision Agriculture” (PA) technologies. Current developments in PA, RS, and PS and geospatial analyses associated with GPS provide expedite and non-destructive mapping techniques for portraying the spatial and temporal variation of pasture properties with increasing spatial resolution [
18].
The normalized difference vegetation index (NDVI, Equation (2)) is the most frequently used crop index for the definition of management zones [
6,
14]. It can be obtained using a variety of RS mapping platforms, as well as through PS sensors. This index is based on the measurement of radiation reflected by the plant canopy at two wavelengths: red (RED) and near infrared (NIR).
Use of satellite data for RS purposes is very appealing due to the low cost of the images, their geographic scale, and their availability [
19]. The resolution of satellite images has improved significantly over the past years, and “Landsat 8”, “Sentinel-1”, or “Sentinel-2” satellites can provide images with a 10 to 30 m resolution [
20,
21]. Sentinel-1 and Sentinel-2 satellites open new horizons in monitoring pasture growth due to their five-day repeat cycle. According to Lumbierres et al. [
6], RS techniques may represent a key tool for the long-term monitoring and management of seasonal ecosystems, as well as for the reconstruction of historical trends, using satellite image time series. However, satellite images obtained on cloudy days can contain patches of highly unreliable values, rendering them mostly unusable [
3]. The major disadvantage of optical satellite imagery is thus the requirement of a clear, cloud-free view of the object of interest, which is especially challenging in temperate and rainy regions [
22]. Remote sensing images used to study pastures in the montado ecosystem have the added limitation of not accessing the pasture under the tree canopies. This limitation of RS images reinforces the usefulness of PS in montado ecosystems and in any ecosystem where there is an interest in monitoring the understory vegetation [
14,
23].
The recent evolution of sensor technologies, especially of PS such as “OptRx”, and tools for data analysis and interpretation, provide farmers with easy access to high resolution imagery, allowing the fine scale monitoring of the variability of pastures in montado ecosystems [
15]. Complementing this data with RS imagery provides full information on the parameters to support management decisions [
18] both under and outside the tree canopy [
15].
The objective of this work was to evaluate, through the correlation between pasture quality indexes (PQDI and NDVI), two technological approaches for monitoring the evolution of the quality of a biodiverse pasture in the period of greatest vegetative development (between February and June). The technological approaches consisted of (i) PS, with the use of an active optical sensor; and (ii) RS, using images captured by a Sentinel-2 satellite.
3. Results and Discussion
3.1. Evolution of Pasture Parameter Patterns throughout the Vegetative Cycle
Table 1 summarizes the results of descriptive statistics (mean, SD, CV, and interval of variation) of pasture parameters, measured at the twelve sampling points of the studied field, for each sampling date and for the total period considered (between February and June 2017).
The characteristic seasonality of the Mediterranean climate is evident, showing the typical evolution of parameters over the months, which will be discussed in detail in the following figures. Another highlight is related to the great spatial variability, especially of biomass (CV above 30% at all evaluation periods), an aspect already described in other works related to the montado ecosystem [
28]. This spatial variability is the starting point for a PA strategy [
13].
Another salient aspect is related to the pasture quality parameters: CVs above 20% were observed in February (24.6, 25.2, and 51.8, respectively, for CP, NDF, and PQDI), with a tendency for CV to decrease during the vegetative cycle, reaching minimum values in June (14.5, 3.4, and 17.1, respectively, for CP, NDF, and PQDI). This behavior reflects, in February, the variability resulting from the heterogeneous development of the different plant species that are part of the biodiverse pasture. On the other hand, at the end of the vegetative cycle of dryland annual pastures, the nutritive value of the plants is generally low, as a result of lack of soil moisture, which can be more or less homogeneous.
Regarding NDVI, obtained by PS or RS, the CVs were lower than 15% during the months of greater vegetative growth (February, March and April), but increased to values of around 15–25% in the last months of the vegetative cycle (May and June), when the average values of NDVI decreased below 0.350.
Figure 3 and
Figure 4 illustrate the evolution of mean values of pasture parameters (Biomass, CP, NDF, PQDI, and NDVI) over the period considered (February–June 2017).
Figure 3 shows the discrepancy between the peak biomass production (in this case occurring in April 2017) and the NDVI peak (which occurred in March 2017). This behaviour reflects the principle on which NDVI measurement is based: the optical sensor detects high levels of chlorophyll (photosynthetically active vegetation), which is abundant in green vegetation [
29]. As pasture develops, the fiber content increases, resulting in a proportional decrease in the chlorophyll content and leading to a reduction in the NDVI, while the total pasture biomass continues to increase until full maturation of the pasture [
24].
The NDVI obtained between April and June from satellite images shows a similar trend to that determined from PS, only with a smaller amplitude of variation, which can be justified by the sampling area: while the measurements of the PS are restricted to small sampling areas (3 locations × 0.50 m × 0.50 m), those obtained from satellite images involve a much larger area (10 m × 10 m pixel).
The typical pattern of quality decrease over the growth cycle of pasture under the montado system is presented in
Figure 4: as the end of spring approaches, a significant reduction in CP and a sustained increase in NDF can be observed [
12,
30]. A critical moment for pasture management and animal husbandry is when CP content decreases to below the animal maintenance requirement, which is 9.4% for sheep [
31]. In this study, feed supplementation was required from mid-April onwards, which occurred earlier than usual given that 2017 was a relatively dry year (
Figure 2), reinforcing the interest in tools that can quickly monitor the pasture and identify and anticipate these critical moments in terms of management of animal feed supplementation.
The ratio between NDF and CP was presented in [
12,
13] as an index (PQDI) that reflects the degradation of pasture quality: higher values of this index correspond to a higher fiber content and lower CP content in the pasture.
Figure 4 shows the continuous increase of this index between March and June 2017, which is different from the pattern observed for NDVI. The arrows in this figure indicate the correspondence between animal maintenance requirements in terms of CP, PQDI (7 in this case), and NDVI (0.6 in this case, independently of the form of measurement, PS or RS). The evaluation of the behaviour of NDVI (and, consequently, of PQDI and CP) may be important in order to understand the critical moment at which animal feed supplementation should be introduced, which will continue until the first rains at the beginning of autumn [
12,
13].
Published results [
13] show strong correlations between NDVI
PS and pasture quality indicators (CP, NDF, PQDI) in tests conducted in the same field during spring 2016. Although all-terrain vehicle transported PS associated with geo-referencing systems represents an expedited way of monitoring pasture, it requires the participation of technicians in the field, entailing costs and time, which need to be reduced through further research and technical developments.
3.2. NDVI Time Series Obtained from Satellite during Three Consecutive Springs (2016–2018)
Remote sensing techniques based on satellite images using time series are especially important for the identification of stable recurring crop patterns [
22], even though the practical application is constrained by poor quality images on cloudy days [
23], which can occur frequently during the spring.
Figure 5 shows the reconstruction of historical NDVI trends, time series records of NDVI
SAT, retrieved between February and June of 2016, 2017, and 2018. Values are the mean of the 12 pixels considered in this study. Red circles identify, in each year, the images affected by cloud cover. In 2018, the shorter interval between successive satellite revisits (five-day temporal resolution) allowed a higher frequency of image capture than in 2016 and 2017 (usually 10 days), which is an important advantage when the cloud interference partially or totally affects the images [
3].
Figure 6 shows the same trends, but without the records affected by the existence of clouds. There is a trend, common to the three years, consisting of a rise in NDVI values at the beginning of spring, reaching a maximum value between March and April, followed by a clear fall. This pattern reflects the effect of the distribution of precipitation (
Figure 7): while in 2017 (which may be considered a relatively dry year, with only 120 mm of accumulated rainfall between February and April and only 5 mm between May and June), the NDVI break occurs early in April (shortly after the day of the year (DOY), 95); and in 2018 (which can be considered a relatively humid year, with 382 mm of accumulated rainfall between February and April and 74 mm between May and June), the break only occurs at the end of May (after DOY 135). However, in 2018, the tendency for an NDVI break which should have occurred around DOY 95 (same as in a dry year, 2017), was inverted from DOY 110 onwards (mid-April) due to the greater availability of water to plants, associated with the increase in the air temperature. This greater availability of water in the soil was due to the significant amount of rainfall accumulated in April 2018 (104 mm), which inverted the tendency observed in the months of March (72 mm) and May (49 mm) (
Figure 7). In 2016 (which may be considered an intermediate year, with 244 mm of accumulated rainfall between February and June and only 5 mm between May and June), the NDVI break occurs in early May (after DOY 121). This pattern confirms that pasture biomass production is strongly dependent on precipitation in dryland ecosystems [
28]. Gao et al. [
32] and Jin et al. [
33] also state that climatic factors such as precipitation and temperature are responsible for inter-annual fluctuations of biomass. In
Figure 6, arrows indicate the moment in which, in each year, the abrupt fall of the NDVI below 0.6 occurs: the difference of about one month between the dry year (2017, fall in mid-April) and the other years (2016 and 2018, mid and late May) highlights the interest and importance of this approach in the dynamic management of animal grazing. Since this indicator (NDVI = 0.6) identifies the moment when pasture CP content falls below the animal maintenance requirements, it allows adjusting the timing of supplementary feeding over a period of one month, with important cost saving implications.
Figure 8 shows the trend line of NDVI
SAT observed between February and June over the three years (2016–2018). The use of NDVI time series was proposed in study [
6] to estimate the parameters describing vegetation phenology, a technique which is very relevant in multiple domains, such as productivity and the carbon cycle, climate change and its impacts on ecosystems, and crop and pasture monitoring.
3.3. Correlation between Pasture Parameters and NDVI Obtained from Proximal and Remote Sensing
Figure 9 shows the correlation between NDVI values obtained by PS (NDVI
PS) and those obtained by the satellite (NDVI
SAT), in the set of monthly sampling dates (between February and June 2017). The resulting significant and strong coefficient of determination (R
2 = 0.8138,
p < 0.01) shows the close relationship between these indexes. The smaller amplitude of variation of NDVI
SAT is also evident, as noted above. This “dilution effect” (NDVI
SAT > NDVI
PS for values less than 0.5 and NDVI
SAT < NDVI
PS for NDVI values greater than 0.5) would be expected as a result of the different scales of pasture sampling areas considered: while the sampling carried out with PS only covered three small areas (0.25 m
2 each), RS sampling covered the area of a satellite pixel (100 m
2) and can include the spatial details of the aboveground biomass across the entire area. “Scale effect” between RS and PS data was also reported by Zhao et al. [
34].
Figure 10,
Figure 11,
Figure 12 and
Figure 13 show the correlations between NDVI (estimated from both PS and satellite images) and biomass, CP, NDF, and PQDI. All these correlations are significant, although stronger in the case of NDVI
PS than in the case of NDVI
SAT, which immediately reflects the sampling process: while NDVI
PS was obtained from PS measurements carried out directly on the pasture that was to be cut and subjected to analytical determinations (biomass, CP, NDF, and PQDI), NDVI
SAT involved a considerably larger sampling area, a factor particularly important due to the strong spatial and temporal heterogeneity characteristics of biodiverse pastures [
10]. According to these authors, this factor contributes to non-linear relationships between NDVI and pasture parameters. Other key problem related to NDVI images may be due to noise or errors, which can contribute to non-linear relationships between NDVI and pasture parameters [
5,
6]. Although this article focuses on the monitoring of pasture quality indicators, the correlation of NDVI (obtained from PS and satellite) with pasture productivity is presented in
Figure 10.
Several studies, based on advances in RS technology, have used higher-resolution images to estimate grassland productivity and biomass [
33,
34]. The correlations obtained in this study are significant, but the coefficients of determination are relatively low (R
2 = 0.4686,
p < 0.05 for NDVI
PS and R
2 = 0.3801,
p < 0.05 for NDVI
SAT) and are in line with other studies. Lumbierres et al. [
6] obtained coefficients of determination between 0.39 and 0.65 when estimating pasture biomass based on NDVI. According to Pullanagari et al. [
35], pastures have high diversity due to spatial and temporal heterogeneity resulting from a number of confounding factors, including diverse species, morphology and interactions between the grazing animals, the natural environmental conditions, and management practices. Jin et al. [
33] and Zhao et al. [
34] state that the high spatial heterogeneity of grassland species and, specifically in low-coverage grasslands, the significant influence of the soil background, can lead to high errors of estimation. In addition, in high-coverage grasslands, the NDVI shows decreased sensitivity, resulting in a decline in the accuracy of biomass estimates [
34]. The saturation point is dependent on the pasture species, chlorophyll content, and the morphology of the plants [
36]. In this grassland ecosystem, NDVI saturated at biomass values of approximately 15,000 kg·ha
−1 (
Figure 10). Schmidt et al. [
4], Lumbierres et al. [
6], Trotter et al. [
36], Schaefer and Lamb [
37], and Serrano et al. [
38] also referenced the saturation of NDVI for pasture biomass. To overcome this problem, Schaefer and Lamb [
37] suggested the use of an index that associates spectral reflectance measurements (NDVI) with a vegetation property such as plant height, thus mitigating the saturation issue and increasing the biomass range that can be estimated from NDVI. On the other hand, Serrano et al. [
38] developed calibration equations for a capacitance probe (“Grassmaster II”; Novel Ways Electronic, Hamilton, New Zealand) and demonstrated the ability of this device to estimate the productivity of typical Mediterranean pastures (grasses, vegetables, mixture and volunteer annual species) with a very acceptable degree of precision at different phenological stages and pasture moisture contents, suggesting that the quantitative information (pasture productivity) obtained by the capacitance probe can complement qualitative information obtained by optical PS or RS (pasture quality).
Correlations of NDVI obtained from PS or RS with pasture quality parameters (CP and NDF,
Figure 11 and
Figure 12, respectively) were relatively strong and significant: with CP, R
2 = 0.7537,
p < 0.01 for NDVI
PS and R
2 = 0.503,
p < 0.05 for NDVI
SAT; with NDF, R
2 = 0.8335,
p < 0.01 for NDVI
PS and R
2 = 0.7633,
p < 0.01 for NDVI
SAT. These values are within the order of magnitude of those obtained by Serrano et al. [
13] with PS (0.69 and 0.78, respectively, for CP and NDF) and of those obtained by Zhao et al. [
19] (0.61 and 0.58, respectively, for CP and NDF) with reflectance data obtained by RS. Pullanagari et al. [
35] and Albayrak [
39] also found satisfactory relationships between spectral measurements and pasture quality parameters, which can be attributed to the absorbance of visible radiance by the existing chlorophyll in green vegetation.
Correlations of NDVI obtained from PS or RS with the pasture quality degradation index (PQDI,
Figure 13) were relatively strong and significant: R
2 = 0.8346,
p < 0.01 for NDVI
PS and R
2 = 0.6451,
p < 0.01 for NDVI
SAT. The synoptic and sequential coverage provided by RS imagery, supplemented by ecological indicators and biophysical pasture properties, provides the necessary tools for integrated data analysis and the development of predictive models for decision making at the farmer level. The seasonality of pasture production and the typical inter-annual variability of the Mediterranean climate accentuate the importance of developing monitoring and management systems and even alarm systems for farmers based on the measurement of montado NDVI from satellite images (RS). Proximal sensing can be used in a complementary way, helping to overcome the main difficulties associated with satellite imagery, in particular those related to resolution, access under the tree canopy and, especially, with cloud cover.
To summarize, in a context where the inter-annual variation in precipitation is a key climatic driver for biomass production and quality, a site-specific approach is needed for implementing smart pasture/animal management systems [
6]. Mapping patterns of pasture yield and quality is an important first step to support management strategies to prevent land degradation and biodiversity loss. In this regard, the study of pasture management zones could be improved by correlating the changes in vegetation biomass (quantity and quality) with rainfall distribution trends in order to support decision-making at the levels of soil management, pasture intensification, or precision grazing. Therefore, the grassland response to climate change is complex, and deserves more detailed and deeper inquiry in future research [
34].
4. Conclusions
In a montado ecosystem, dryland pastures are the principal source of food for animals under extensive grazing. Under these conditions, the climatic seasonality associated with the inter-annual irregularity of precipitation, especially during spring, greatly determines the development of the pasture vegetative cycle and the evolution of its nutritive value. At this stage, a critical period begins for the farmer, who needs access to information on the evolution of PQDI in order to anticipate the supplementation of the animals to ensure their maintenance needs. The results of this exploratory and pioneer study in pastures in Portugal, show strong and significant correlations between PQDI and NDVI, obtained by proximal sensing (PS) or remote sensing (RS). The vegetation index (NDVI) below 0.6 (and PQDI above 7) indicated, in 2017, the need for animal supplementation starting in mid-April. However, the historical recovery of vegetation indexes (VI) from time series obtained by RS for 2016 and 2018 showed inter-annual variability of about one month for this threshold to be achieved, which highlights the interest and importance of this approach in the dynamic management of animal grazing. Although RS presents several operational advantages over PS, frequent spring cloudiness may be an obstacle to the regular determination of VI, which can lead to longer periods of time without information. This obstacle, together with the difficulty in evaluating VI under the tree canopy, justifies the interest in using these two techniques in a complementary way as information and alarm systems to support soil, pasture, and grazing management. Therefore, it is important to disseminate the potential of these techniques and technologies and extend these studies to other type of pastures/grasslands and production systems.