1. Introduction
Italian agriculture, like that of other Mediterranean regions in the European Union, is characterised by great diversity of its rural environments and the large land area covered by extensive uses [
1,
2]. European landscapes experienced constant evolution to reflect changing demands, i.e., planting orchards and vineyards on former natural areas [
1]. Grapevine (
Vitis vinifera L.) represents one of the most important crops in the Mediterranean regions, with relevant economic value [
3,
4]. In this contest, Italy, with 696,512 ha of vineyards (ISTAT
http://www.agri.istat.it, accessed on April 2020), has the fourth largest grape growing area in the world and is second to China in terms of grape production [
5]. Moreover, with 47.5 mhl wine production, Italy is the first wine-producing country (OIV
http://www.oiv.int, accessed on November 2020).
Further growth of the sector requires a reduction in production costs without penalizing product quality. However, to reach this goal, the production process needs to become more competitive and sustainable, which is in part obtainable with wider use of mechanisation [
6,
7,
8]. The trend towards greater mechanisation involves all the vineyard cropping phases, and several agricultural machines are available on the market, performing all vineyard operation. For example, harvesting and pruning are the most labour intensive vineyard operations [
9,
10] and, together, account for approximately 70% of production costs [
11].
Although an expansion of mechanisation has been obtained, thanks to the use of more suitable training systems and better organization of vineyard work, an assessment of the real potential of mechanisation is still not well defined for the main Italian wine-growing areas. For this purpose, traditional mechanisation indices are normally performed as an ex-post operation. For example, according to Nowacki [
12], the mechanisation index can be determined as follows:
where:
IM = Mechanisation Index
EM = machine work in the field operations
EH = human work in the field operations
EA = animal work in the field operations
Based on (1), Singh [
13] suggested a state-level mechanisation index for different crops taking into account the costs of agricultural operations (2):
where:
Imij = Mechanisation Index of the ith crop in the jth state
CEMij = cost of the use of machinery of the ith crop in the jth state
CEHij = cost of the use of human labour of the ith crop in the jth state
CEAij = cost of the use of animal labour of the ith crop in the jth state
According to several authors [
14,
15,
16], the mechanisation level in a cultivated area can be defined as the ratio between the mechanised operation and the total cultivated area.
Zangeneh et al. [
17] developed a mechanisation index based on an artificial neural network model evaluating the deviation of the amount of machine work of a farm from the values at the regional level. Sofia et al. developed a method for classification of land geomorphology based on slope local length of auto-correlation [
18]. A new approach to compute a mechanisation index was assessed by Maheshwari and Tripathi [
19], which takes into consideration the power of machines and animals and the time taken by machines, humans and animals to perform the cultivation operations.
Geographic Information Systems (GIS) analysis play a crucial role in the agricultural management process. Using remote spatial analysis, GIS allow improving land suitability evaluation [
20]. Previous studies suggested the opportunity of using geospatial data to evaluate agricultural land potential use and mechanical accessibility. For example, Jasinski proposed a methodology to assess the likelihood of Brazilian land-use conversion to mechanised crop cultivation based on five landscape and environmental parameters (slope, soil type, precipitation, distance from roads and land-cover type before conversion) [
21]. Slope, elevation, precipitation and soil maps were used to determine suitable locations for vineyard plantation [
22]. Maps of optimal vineyard sites based on similar geospatial parameters were generated for Croatia [
23] and Italy [
24]. The methodology was implemented adding several climatic and hydrologic indicators for vineyard site selection in the US [
25] and Italy [
26]. The methodologies described address land suitability for wine production and the agricultural mechanisability from the physical landscape point of view. However, to the best of our knowledge, an approach aimed at evaluating the potential for mechanisability based on specific, measurable parameters concerning machinery accessibility is missing.
In this study, we developed an index to determine the level of mechanisability (l.m.) of Italian vineyards based on landscape and management parameters which limit machinery accessibility and can be assessed using a GIS. The objectives of this research were (i) to analyse landscape and vineyard management parameters of a large number of vineyards, (ii) to define the weight of these parameters with regard to their influence on viticultural machinery accessibility, and (iii) to define an index for the evaluation of the mechanisability potential based on the weight of the parameters. The index may be easily applied to other viticultural regions for an analysis of the potential mechanisability of vineyards.
2. Materials and Methods
A number of 3690 vineyards located in all twenty Italian regions (NUTS 2) were analysed in this study (
Figure 1). Vineyards were selected on a regional scale, using a random stratified sampling method with the available maps of local Wine Appellations. The number of vineyards selected in each region was proportional to the total planted area. Vineyards were randomly chosen, using the Microsoft Excel for Office 365 MSO
randbetween function. Once a couple of coordinates was generated with the Excel function, it was imported in Google Earth app. The vineyard located as close as possible to the reference point was selected. The dataset can be assessed in [
27].
Once vineyards were identified, a multistage GIS analysis was performed to include parameters such as: mean slope (average degree of inclination of a vineyard relative to the horizontal plane), block shape (shape of an operationally independent vineyard), length-width ratio (ratio between the average length of the rows and the width of the block measured along the perpendicular to the rows), headland size, training system (combination of trellising and pruning used to control a vine’s shape and size) and row spacing. The parameters influencing the machinery accessibility were identified through in-depth literature review and are analysed in detail in paragraphs 2.1 to 2.5. The analysis was carried out in the QGIS environment (QGIS 3.4 Madeira Version), an opensource geoinformation software that enables management and analysis of geographic data. After importing the database in Excel, each parameter was rated from 0 (nonmechanisable) to 100 (highly mechanisable), according to its contribution to mechanisability. The score assignment criteria prioritised harvest and pruning machinery, as these operations are the most labour intensive. The
l.m. of each vineyard was then calculated by multiplying the ranking of the single parameters (
pi) (3).
Based on the l.m. results, regions were divided into five classes of mechanisability: 0–20%, 20–40%, 40–60%, 60–80% and 80–100%.
Before assigning the weights to the six parameters, a Pearson’s correlation test between the scores attributed to the parameters was performed. The correlation analysis aimed to avoid double-counting. Moreover, a Principal Component Analysis (PCA) was performed to check the opportunity of reducing the dimensionality of the data. The statistical analysis was carried out using R statistical software (Version 3.5.2, RStudio Version 1.0.463).
2.1. Slope
Field’s slope is a key influencing factors for optimal manoeuvring and routing of agricultural machines [
28]. The mean vineyard slope was derived from a Digital Terrain Model (DTM) with a 20 meters spatial resolution [
29]. The DTM is available online (
http://www.sinanet.isprambiente.it/it/sia-ispra/download-mais/dem20/view, accessed on November 2020) and was built by the Institute for Environmental Protection and Research of Italy (ISPRA). Slope is often the limiting factor for vineyard mechanisation and one that cannot be amended unless expensive operations are carried out (i.e., building terraces). Self-levelling and tilt correction devices allow to operate on steep ground [
30,
31,
32], however, stability risk may occur when the slope exceeds 10°. The most suitable slopes for viticultural machinery are those in the 0–5° range, steep slopes (>15°) cause difficulty in using vineyard equipment [
33,
34,
35].
Mean slopes of the sampled vineyards were categorised into four classes according to their mechanical accessibility (
Table 1).
2.2. Vineyard Block Shape and Length-Width Ratio
The efficiency of agricultural machinery depends on many structural factors, such as manoeuvring ability, overlap, idling and route optimization [
36,
37,
38]. At block level, its shape can also be a limiting factor. Rectangular shaped blocks reduce the turning times, increasing time efficiency [
39,
40,
41]. Efficiency rises with a high length-width ratio by reducing the task times for manoeuvring [
42].
Based on these considerations, vineyard shape was categorised into two classes: the contribution to mechanisability was considered equal to 100% for regular shapes (rectangular and square) and 90% for irregular ones. Shape was assessed through visual evaluation of Google satellite images available in the QGIS environment. The length-width ratio was divided into three classes (
Table 2). The third class ranking was greater than 100% as long and narrow blocks not only allow but also promote mechanisation. Length and width were measured along the parallel and the perpendicular to the rows, respectively, employing the QGIS measuring tool in the Google images, which allows measuring angles and distances between two points according to a defined ellipsoid.
2.3. Headland Size
Sufficiently broad headlands are essential for turning equipment; with headland width below two meters, tractors might have difficulties when manoeuvring. Compact trailed equipment requires headlands wider than two meters. The operating space can be even larger for bulkier machinery, such as harvesters. Headland size was measured from the Google images with the QGIS measuring tool. The class ranking for the contribution to mechanisability from the headland size [
43,
44] is shown in
Table 3.
2.4. Training System
Training systems have a significant influence on vineyard mechanisation. Italian viticulture is well known for the presence of numerous traditional, often region or province-specific, training systems and this represents a barrier for mechanisation. Some traditional training systems are less suitable for mechanised operations and the coexistence of very different training systems requires modifications to the machinery. Systems such as the
Pergola, for example, reduce transit width and heights [
45]. Similarly, limitations for vineyard equipment are encountered in the
Tendone system, which is common in southern Italy. Examples of
Pergola and
Tendone training systems are reported in
Supplementary Materials (Figures S1 and S2).
Another typical cultivation system in some Italian regions is the
Alberello (known in France as
Goblet, in Australia as
Bush vine). The use of traditional
Alberello causes several limitations to machinery accessibility, due to its three-dimensional shape, the narrow inter row spacing and the canopy proximity to the ground [
46]. To overcome these issues, many traditional
Alberello have now been converted into two-dimensional wall form, thus allowing for specially-built machinery to operate [
46].
Vertical training systems are most suitable to machinery accessibility, and trellising such as
Geneva Double Curtain (GDC) and
Free-cordon (FC) allow the full mechanisation of harvesting and pruning [
47,
48].
For the vineyards considered in this study, training systems were visually assessed from the Google images available in the QGIS environment. Any unclear issues were resolved using the Street View function available in Google Earth maps. Training systems were divided into three classes (
Table 4).
2.5. Row Spacing
Row spacing determines the minimum size of the equipment that can enter the vineyard. Generally, machinery cannot access vineyards with row spacing below 1.7 m [
49]. A spacing larger than 2 m ensures transit for even the bulkier tractors. For the studied vineyards, row spacing was determined with the QGIS measuring tool by dividing the width of the whole vineyard by the number of mid-rows, and the ranking was based on the width of tractors available on the market, as described in a database built with the support of Edizioni L’Informatore Agrario Sr.l. and discussed by Yezekyan et al. [
50] (
Table 5).
Table 6 summarises the contribution of every parameter to the potential vineyard mechanisability.
Figure 2 provides the workflow of the
l.m. assessment.
2.6. Level of Mechanisability and Economic Indicators
The most relevant indicators describing the economic structure of all 20 Italian regions were analysed. The parameters considered were the area planted with vineyard (hectares) and the wine production expressed in volume (hectoliters) and value (euros). This information was available online on the website of the Italian National Institute of Statistics (ISTAT
http://www.agri.istat.it, accessed on April 2020).
The above-mentioned parameters were correlated with the l.m. of the 20 regions using Pearson’s correlation. This analysis was carried out using GraphPad Prism 8.0.0 (GraphPad Software, Inc., La Jolla, CA, USA) and aimed to unveil the relationship between the potential mechanisability of different areas and their economic status. The correlation analysis was repeated considering only the regions ranked at the first and last places for l.m., thus excluding anomalous situations where, despite low l.m., the existence of prestigious appellations generates high income, i.e., Trentino Alto Adige and Piemonte.
4. Discussion
In Italy, 59% of vineyards are cultivated on hilly territory and 6% in the mountains [
51]. The high topographical variability and intense urban settlements have fostered the adaptation of marginal land to agricultural use [
52]. The evaluation land suitability for viticulture, as hilly territory imposes some limitations, such as low soil fertility, the need of vineyard terraces and inadequate accessibility [
24,
26]. This study focused on the constraints to mechanisability showing that slope is the main factor affecting mechanical accessibility of Italian vineyards (
Figure 6). It might be assumed that some viticultural management decisions depend on the slope of the block. In particular, in case of steep slopes, the headland size and the row spacing would appear a minor concern. Before the attribution of the scores, this potential interdependence was verified to avoid double-counting. The results of the Pearson correlation test between the variables showed that the factors were not correlated (
Figure 3). The reason may be related to the high variability of the Italian territory suitable for wine production. In this situation, it is plausible that farmers’ planting choices are imposed by the need to adapt to local peculiarities, such as remoteness and morphological features [
53]. Moreover, the PCA proved that some management parameters showed a reciprocal correlation, for example, headland size and row spacing were positively correlated, as well as block shape and length/width ratio (
Figure 5). Nevertheless,
Figure 4 showed that, in order to explain about 90% of the variability, the variable number could not be reduced.
The results of the classification by potential mechanisability of the twenty Italian regions, showed that Friuli Venezia Giulia ranked first, with a considerable distance from the other regions (
Figure 7). The analysed vineyards of this region were entirely classified in the two highest classes of mechanisability, with 95% of the blocks in the first class (80–100%). The average slope of the sample vineyards in this region (1.3°) was the lowest in the whole Italian territory. The average size of the headland (6.5 m) was at least one meter wider than the other highly mechanisable regions. Furthermore, the row spacing had an adequate width (almost 90% exceeded 2 m), and the ratio between length and width was above 0.8 m, considered as ideal, in 92% of cases (
Supplementary Materials Table S1).
Friuli Venezia Giulia, since it presented an ideal combination of factors to foster vineyard mechanisation, was then used as the reference point against which to compare all other regions.
Overall, the main factors penalising the potential mechanisability in the top-ranking regions were the mean slope, the irregular block shape and the narrow headlands (
Figure 8). All these factors are linked to the inconsistent conformation of the Italian territory. As an example, the Veneto region, which is the biggest wine producer in Italy (11 million of hectoliters in 2019) was characterised by narrow headlands (50% was in the range between 3 and 4.5 m) and by a high number of irregularly shaped blocks. In the last decade, Italy faced a considerable contraction of the area planted with vineyard (−8.4% from 2008 to 2019,
http://www.agri.istat.it, accessed on September 2019). Concurrently, winegrowing was increasing in Veneto (+23% from 2008 to 2019,
http://www.agri.istat.it, accessed on September 2019). This expansion is mainly due to the Prosecco phenomenon, which has seen an increase in production of 129% between 2003 and 2016 [
54], leading to rapid land-use changes. Such changes in this fragmented territory may have led to the establishment of new vineyards in marginal areas.
As a brief overview of the main characteristics of the viticulture of the top-ranking regions, 79% of the vineyards in Friuli Venezia Giulia are grown in the lowland, and the average size of wine farms is 3 ha. Conversely, in Umbria, 94% of the vineyards are located in the hills, characterised by gentle slopes; the average size of the wine farms is 1.1 ha. Similarly, 89% of vineyards are grown in the Hills in Tuscany, but the average size of the farms is more than double (2.3 ha). As already mentioned, Veneto shows an expansion of viticultural areas, its vineyards are homogeneously distributed in lowland and hilly areas and the average farm size is two hectares. In Sicily, vineyards are located both in the lowland and in the hills. The size of the wine farms is 2.7 ha. Data provided about the average size of the farms are based on the 2010 agricultural census (
http://dati-censimentoagricoltura.istat.it, accessed on November 2020).
Analysing the Italian regions less suited to mechanisation,
Figure 9 shows that the mountain regions were disadvantaged. In addition to the slope,
Figure 10 shows that mechanical accessibility was complicated by the high percentage of horizontal training systems (mainly
Pergola trentina and
Tendone). Despite their gradual replacement with vertical trellis systems,
Pergola and
Tendone are still the primary training method in some regions [
45,
55,
56]. Farmers still consider these trellis systems necessary for local cultivars given their beneficial contribution to grape maturation [
45,
57]. Moreover,
Pergola is well suited to the terraces adopted in the steepest soils. However, the shape of these horizontal training systems makes it difficult for the mechanical accessibility of the vineyards, implying about 500–700 h of workers’ labour per hectare. It should be considered that in some of the regions which showed a low mechanisability potential, terraced vineyards are a widespread practice, thus impeding any possible access to machinery. Trentino Alto Adige, Valle D’Aosta and Liguria, are indeed defined as “heroic viticulture” regions. In Trentino Alto Adige and Valle d’Aosta, 100% of the vineyards are located in the mountain, while in Liguria and Abruzzo, in the hills.
Italian viticulture is characterised by a marked variability not only at a regional scale but also within the regional territory. Some regions range from vineyards along the coast to heroic viticulture practised in steep slopes and high elevation. Therefore, our results represent an average indication of the mechanisability potential, which needs to be applied to each specific situation. Nevertheless, the methodology proposed allows for a quick assessment and provides a tool for ex-ante land planning. To help understand intraregional variability,
Figures S3–S8 of Supplementary Materials show the results of the assessment of the parameters with the background maps of the provinces (NUTS 3).
The full mechanisation of Italian and, more generally, European viticultural areas has not yet been reached, due to the fragmented agricultural holdings and suited hillside areas [
58,
59,
60,
61]. In this study, we evaluated the planting and management parameters that influence vineyard mechanisability. When slope, row spacing and training system become limiting factors, mechanising some vineyard operations which employs bulkier machinery (i.e., harvesting) is not possible. On the other hand, harvest expenses have a high incidence on the product cost and introducing mechanised harvest would lead to a significant reduction of the annual costs. For this reason, along with the
l.m., this study examined its correlation with the main economic indicators. The results showed that the potential mechanisability had a moderate positive correlation with wine production, both in terms of value and volume (
Figure 11c–f). Wine production is influenced by several factors, such as environmental conditions, variety and wine appellations, where regulations impose a limit on production. For example, Wine Appellations regulation in Umbria, which resulted highly mechanisable, impose that yield may not exceed 9 t ha
−1. On the other hand, regulations in Trentino Alto Adige, which was one of the less mechanisable regions, allow up to 15 t ha
−1 yield. Moreover, the area planted with vines in Trentino Alto Adige is larger than Umbria. Similarly, the value of production is highly regional and related to the wine market. Nevertheless, on equal terms, the mechanisation of different stages has a positive influence on the value, due to the reduction of production costs. The peculiarities of the Italian wine sector, with an incredibly high number of wineries, varieties and wine styles make it difficult to highlight the positive influence of the
l.m. on the production, explaining the moderate positive correlation shown in
Figure 11. However, these findings highlight a trend that may foster the adoption of planting and management criteria, promoting the mechanisability across all viticultural areas. The positive correlation between the
l.m. and the area planted with vineyard (
Figure 11a,b) was a further confirmation of the positive influence of the mechanical accessibility of vineyards on the viticultural investments.
Vineyard mechanisation represents an opportunity to support sustainable management processes, as it is related to variable-rate technologies, which allow rational input employment. On the other hand, land planning needs to be sustained with objective tools and methodologies. The index proposed in this study provides the opportunity of an ex-ante evaluation of the mechanisability potential, which may help to promote the adoption of rational land planning decisions. The results of this study showed that Italian vineyards are characterised by high variability. Similarly, other viticultural areas present different peculiarities which give them a unique character. The availability on the market of different agricultural machines, adaptable to diverse situations, make it complicated to design a universal
l.m. index. Nevertheless, the competitiveness of the viticulture industry cannot prescind from adopting new plantations ensuring high performance in terms of management [
11]. This paper analysed the most effective vineyard management choices to promote machinery accessibility, thus providing a tool universally applicable for land use planning on a large scale.