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Principles of Plant Genetics and Breeding

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524 CHAPTER 31<br />

An important consideration for valid estimates <strong>of</strong> generation means is that there is sufficient sampling <strong>of</strong> segregating generations<br />

(Hallauer & Mir<strong>and</strong>a 1981, p. 109). Bernardo (2002, p. 138) recommends that sampled breeding populations have a minimum<br />

<strong>of</strong> 50–100 progenies.<br />

The advantages <strong>of</strong> generation mean analysis are:<br />

1 It is relatively simple <strong>and</strong> statistically reliable (Mather & Jinks 1971, p. 126). Sampling errors are inherently smaller when<br />

working with means than with variances for estimating inheritance. Smaller experiments can therefore be used to obtain the<br />

same level <strong>of</strong> precision (Hallauer & Mir<strong>and</strong>a 1981, p. 111; Campbell et al. 1997).<br />

2 The estimation <strong>and</strong> interpretation <strong>of</strong> non-allelic interactions (epistasis) is more progressive for generation mean analysis<br />

than for variance estimates because mean effects are less confounded with one another <strong>and</strong> because the kinds <strong>of</strong> experiments<br />

required for analysis <strong>of</strong> means are smaller <strong>and</strong> easier to carry out than are those for variances (Mather & Jinks 1971, p. 126).<br />

3 Populations evaluated in generation mean analysis can be used in applied breeding programs (Campbell et al. 1997).<br />

4 It is equally applicable to both self- <strong>and</strong> cross-pollinated species (Hallauer & Mir<strong>and</strong>a 1981, p. 111).<br />

However, generation mean analysis also has several weaknesses:<br />

1 It has limited value for quantitative traits whose parents have comparable mean performance (Bernardo 2002, p. 146).<br />

2 As the information derived from the analysis is relevant to only a specific pair <strong>of</strong> parents, it has little application to other<br />

populations (Hallauer & Mir<strong>and</strong>a 1981, p. 111).<br />

3 Negative effects at some loci can cancel out positive effects at other loci, causing true genetic effects to be underestimated.<br />

Generation mean analysis does not reveal opposing effects (Bernardo 2002, p. 145). For example, a mean dominance effect<br />

<strong>of</strong> zero due to the cancellation <strong>of</strong> opposing effects does not mean that there are no dominance effects. But it does mean that<br />

there are no evident dominance effects <strong>and</strong> that a determination <strong>of</strong> the degree <strong>of</strong> dominance using variance components<br />

may be necessary.<br />

4 Generation mean analysis does not provide estimates <strong>of</strong> heritability, which are essential for estimating predicted gain from<br />

selection (Hallauer & Mir<strong>and</strong>a 1981, p. 111).<br />

5 Finally, if epistatic effects are present, additive <strong>and</strong> dominance effects can be biased by the epistatic effects <strong>and</strong> by linkage<br />

disequilibrium (Hallauer & Mir<strong>and</strong>a 1981, p. 110).<br />

The use <strong>of</strong> generation mean analysis should be considered as complementary, rather than as an alternative, to variance component<br />

analyses (Mather & Jinks 1971, p. 126). However, if one estimates additive <strong>and</strong> dominance genetic effects using generation<br />

mean analysis, <strong>and</strong> also estimates Φ2 A <strong>and</strong> Φ2 D , there may be little relation in the magnitude <strong>of</strong> the two sets <strong>of</strong> estimates (Hallauer &<br />

Mir<strong>and</strong>a 1981, p. 110). This might be expected because generation means estimate the sum <strong>of</strong> the genetic effects, whereas variances<br />

are the squares <strong>of</strong> the genetic effects. Further, the magnitude <strong>of</strong> Φ2 A , Φ2 D , <strong>and</strong> Φ2 I may be poor indicators <strong>of</strong> the underlying<br />

gene actions for quantitative traits (Bernardo 2002, p. 144). For example, Moll et al. (1963) found that generation mean analysis<br />

detected epistatic effects that were not evident from estimates <strong>of</strong> Φ2 A , Φ2 D , <strong>and</strong> Φ2 E (environmental variance), but noted that variance<br />

components may detect genetic variation not detected by generation mean analysis due to cancellation <strong>of</strong> mean effects.<br />

Because <strong>of</strong> the weaknesses <strong>of</strong> single-plant data <strong>and</strong> the complexities <strong>of</strong> multigene quantitative traits, it may be advisable to generate<br />

F3 progenies <strong>and</strong> selfed progenies <strong>of</strong> both the BC1P1 <strong>and</strong> BC1P2 generations (Bernardo 2002, pp. 175–177). These generations<br />

are useful for estimating genetic variances, provided that they are developed without selection. The F3 progenies can be<br />

grown in replicated trials, which can provide an estimate <strong>of</strong> environmental effects <strong>and</strong> genotype × environment interactions.<br />

Hamblin <strong>and</strong> White (2000) <strong>and</strong> Walker <strong>and</strong> White (2001) provide examples in maize <strong>of</strong> using the ANOVA (analysis <strong>of</strong> variance)<br />

<strong>of</strong> F3 progeny means to estimate Φ2 A , heritability, <strong>and</strong> predicted gain from selection.<br />

Hallauer <strong>and</strong> Mir<strong>and</strong>a (1981, p. 91) recommended the use <strong>of</strong> F3 families for estimating Φ2 A in maize. Bernardo (2002,<br />

pp. 179–181) noted that an increase in either the number <strong>of</strong> environments or replications reduces the variance <strong>of</strong> an F3 family<br />

mean <strong>and</strong> in turn increases heritability. Hence, selection for quantitative traits among F3 families can be effective if each family is<br />

grown in extensive performance tests (Bernardo 2002, p. 181).<br />

A further advantage <strong>of</strong> developing F3 progenies is that the segregation ratios within each F3 progeny can be used to confirm<br />

applicable F2 qualitative inheritance models. Thompson et al. (1997) used F3 progeny ratios to help accurately categorize each F2 plant genotype.<br />

An additional genetic relationship that could be used to estimate heritability <strong>and</strong> predicted gain from selection from the above<br />

generations is that <strong>of</strong> the parent–<strong>of</strong>fspring relationship between F2 individuals <strong>and</strong> F2:3 progeny means (Hallauer & Mir<strong>and</strong>a 1981,<br />

p. 110). Using least squares regression <strong>of</strong> F3 <strong>of</strong>fspring means onto individual F2 parental values, the slope (b) is equal to (Φ2 A +<br />

1<br />

/2Φ2 D )/Φ2 P <strong>and</strong> can be interpreted as the change in breeding value per change in phenotypic value (Bernardo 2002, p. 110). As<br />

were all the estimates <strong>of</strong> heritability previously discussed, this parent–<strong>of</strong>fspring estimate is referenced to an F2 population<br />

assumed to be in Hardy–Weinberg equilibrium <strong>and</strong> considered to be non-inbred (Bernardo 2002, p. 34). This estimate <strong>of</strong> heritability<br />

may be biased upward by the presence <strong>of</strong> some potential amount <strong>of</strong> Φ2 D <strong>and</strong> any epistatic variance component involving<br />

Φ2 D (Φ2 AD , etc.).

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