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Principles of Plant Genetics and Breeding

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420 CHAPTER 23<br />

variety <strong>of</strong> data in addition to yield. Farmer-managed<br />

trials should be designed to permit farmers to utilize<br />

existing equipment <strong>and</strong> machinery already at their<br />

farms. Also, data collection, if it is to be done by the<br />

farmer, should be easy to collect <strong>and</strong> as minimal as<br />

possible. Some breeders sometimes request a farmer<br />

to make available l<strong>and</strong> for the trial. <strong>Plant</strong>ing, management,<br />

<strong>and</strong> data collection are then done by the<br />

researcher.<br />

5 Number <strong>of</strong> seasons/years to conduct the trial. For<br />

effective evaluation <strong>of</strong> genotype × location (G × E)<br />

interaction, at least 2 years <strong>of</strong> testing (more for<br />

repeatability) are needed for annual crops.<br />

6 How to analyze <strong>and</strong> interpret the analysis to<br />

draw valid conclusions. The breeder may use more<br />

efficient designs based on incomplete blocks. There<br />

may be unbalanced data (e.g., missing plots). Analyzing<br />

data over seasons, years, <strong>and</strong> locations is complex.<br />

The breeder should have the s<strong>of</strong>tware for these <strong>and</strong><br />

other analyses (e.g., stability analysis) <strong>and</strong> be familiar<br />

with the statistical methods (or at least have assistance<br />

to correctly analyze <strong>and</strong> interpret the results).<br />

Before describing the steps involved in conducting<br />

field trials, some key concepts that are critical to the<br />

design <strong>and</strong> analysis <strong>of</strong> such experiments will be discussed.<br />

Role <strong>of</strong> the environment in field trials<br />

The terms site <strong>and</strong> location are used interchangeably to<br />

indicate spatial variation. The term environment is used<br />

to represent the conditions under which plants grow<br />

<strong>and</strong> includes locations, years, <strong>and</strong> management practice<br />

adopted. A location/year constitutes one environment.<br />

The nature <strong>and</strong> effect <strong>of</strong> the environment has implications<br />

in the design <strong>and</strong> conduct <strong>of</strong> field trials. Test<br />

environments may be artificial (e.g., different levels <strong>of</strong><br />

fertilizer) or natural (e.g., seasons, location) or both.<br />

Types <strong>of</strong> environmental variables<br />

The environmental variables that plant breeders face<br />

during genotype evaluation may be divided into two<br />

general categories – predictable <strong>and</strong> unpredictable factors.<br />

1 Predictable factors. Predictable environmental factors<br />

are those that occur in a systematic fashion or can<br />

be controlled <strong>and</strong> manipulated by the breeder. These<br />

include natural variables such as soil type (e.g., clay,<br />

s<strong>and</strong>y, organic), which are immutable over a short<br />

range <strong>of</strong> time, <strong>and</strong> breeder-imposed variations (e.g.,<br />

planting dates, intra- <strong>and</strong> inter-row spacing, rates<br />

<strong>of</strong> fertilizer or irrigation application). Breeders may<br />

design studies to evaluate each <strong>of</strong> the imposed factors<br />

separately or several simultaneously. Variations in the<br />

soil are managed through the way plots are oriented,<br />

their shape, <strong>and</strong> sizes, as well as how the breederimposed<br />

variations (called treatments) are allocated<br />

to plots in the field.<br />

2 Unpredictable factors. Unpredictable factors <strong>of</strong> the<br />

environment are those that vary erratically over short<br />

or long periods <strong>of</strong> time. The local weather (the shortterm<br />

meteorological characteristics <strong>of</strong> a place) is more<br />

fickle <strong>and</strong> relatively unpredictable than climate (the<br />

long-term patterns in meteorological characteristics<br />

<strong>of</strong> a region). As previously indicated, climate is the<br />

basis <strong>of</strong> crop adaptation; weather is the basis for crop<br />

production. Key unpredictable environmental factors<br />

<strong>of</strong> interest in genotype evaluation include rainfall,<br />

temperature, <strong>and</strong> relative humidity. To evaluate the<br />

effect <strong>of</strong> these factors, breeders test their materials at<br />

different locations (genotype × location) or in different<br />

years (genotype × years) or a combination <strong>of</strong><br />

these factors (genotype × location × years).<br />

Scale<br />

Another way in which environments are categorized is<br />

according to scale:<br />

1 Microenvironment. This is the immediate environment<br />

<strong>of</strong>ten pertaining to the organism (plant). This<br />

includes soil <strong>and</strong> meteorological factors (e.g., light,<br />

moisture, temperature), <strong>and</strong> biotic factors in a limited<br />

space, intimately associated with the organism.<br />

2 Macroenvironment. This refers to the abiotic <strong>and</strong><br />

biotic factors on a larger scale (location, region) at a<br />

particular period <strong>of</strong> time.<br />

Genotype × environment (G × E) interactions<br />

Genotype × environment (G × E) interaction is said<br />

to occur when two or more genotypes are compared<br />

across different environments <strong>and</strong> their relative performance<br />

(responses to the environment) are found to<br />

differ. That is, one cultivar may have the highest performance<br />

in one environment but perform poorly in<br />

others. Another way <strong>of</strong> stating this is that, over different<br />

environments, the relative performance <strong>of</strong> genotypes is<br />

inconsistent. G × E is a differential genotypic expression<br />

across multiple environments. The effect <strong>of</strong> this interaction<br />

is that the association between phenotype <strong>and</strong>

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