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a Wheat Program, International Maize and Wheat Improvement Center (CIMMYT) Apdo. Postal 6-641, 06600 Mexico DF, Mexico
b Biometrics and Statistics Unit, CIMMYT Apdo. Postal 6-641, 06600 Mexico DF, Mexico
c Monsanto Corporation, RR3 Box 331C, Harbstadt, IN, USA
* Corresponding author (r.trethowan{at}cgiar.org).
| ABSTRACT |
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Abbreviations: CIANO, Centro de Investigaciones Agricolas del Noroeste CIMMYT, Centro Internacional de Mejoramiento de Maiz y Trigo (International Maize and Wheat Improvement Center) COI, crossover interaction ESWYT, Elite Spring Wheat Yield Trial GEI, genotype x environment interaction SHMM, shifted multiplicative model
| INTRODUCTION |
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In an attempt to focus the wheat breeding effort at CIMMYT, the major wheat production zones have been divided into zones of similar agro-ecological adaptation (Calhoun et al., 1994; Rajaram et al., 1994). Abdalla et al. (1997) examined durum (Triticum turgidum L.) wheat yield trials sown at 40 different locations in 1990-1991 and concluded that test sites associated on the basis of latitude and similar production constraints. Others have indicated the importance of identifying and targeting wheat germplasm to specific environments (DeLacy and Lawrence, 1988; DeLacy et al., 1994; Peterson and Pfeiffer, 1989). These studies examined associations among locations by estimating genotype x environment interactions.
Two models have been used to study the effects of GEI on site groupings without crossover interaction (COI). These are the shifted multiplicative model (SHMM) (Cornelius et al., 1992; Crossa et al., 1993, 1996) and the site regression model (SREG) (Crossa and Cornelius, 1997). The SHMM has also been used to cluster genotypes without genotypic rank change (Cornelius et al., 1993). These models allow clustering sites and genotypes into groups with smaller COI. The models have been successfully used to examine site clustering when all locations are sown to the same genotypes (Abdalla et al., 1997; Trethowan et al., 2001). If genotypes vary in comparisons among sites then a combination of classification and ordination analyses, commonly called pattern analysis, can be used (Fox et al., 1985; DeLacy and Lawrence, 1988; Peterson and Pfeiffer, 1989; Abdalla et al., 1996; Trethowan et al., 2001). DeLacy et al. (1994) and Trethowan et al. (2001) used pattern analysis to examine associations among environments across time for CIMMYT spring bread wheat nurseries. These analyses identified global regions or zones of similar adaptation for spring bread wheat germplasm. In the case of DeLacy et al. (1994), the trials spanned the time period 1964 through 1990 and represented germplasm from the International Spring Wheat Yield Nursery (ISWYN). The ISWYN was targeted to spring wheat-growing areas throughout the world, whereas the analysis of Trethowan et al. (2001) concentrated on dry environments only.
The objective of this research was to use yield data recorded on germplasm (ESWYTs 120, spanning 19791998) developed specifically for highly productive irrigated environments to determine the associations among international trial locations. Representative or key locations within groups of sites that differentiate wheat genotypes in a similar way can then be determined. Plant breeders can use genotype performance at these key sites to improve parental choice and the subsequent evaluation of progeny targeted to the wider production environment.
| MATERIALS AND METHODS |
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Each ESWYT, distributed globally on request each year, was assembled from seed increased at the same site in northwestern Mexico. Trial seed was treated with Vitavax, packaged, and distributed each year from Mexico. A two-replicate, randomized complete-block design was generated for each ESWYT before 1990. After this date, two-replicate
-lattice trial designs (Barreto et al., 1997) were used. Trials were sown locally under conventional agronomic practices and consisted of between 30 and 50 entries. Yield data from each trial were analyzed using SAS (SAS, 1988). Genotypes were considered to be fixed effects and replicates and subblocks within replicates as random effects. Adjusted means were calculated and used in all subsequent SHMM and pattern analyses to examine site clustering or grouping. Sites returning incomplete data or aberrant values were removed, leaving a total of 963 site-years or individual yield trials representing 161 different geographical sites. Details of the sites used in the analyses are recorded in Table 1. Although the ESWYT entries were developed for irrigated conditions, many collaborators also grew them under rainfed conditions.
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SHMM Analysis for Clustering Sites into Groups without Crossover Interaction
To examine the associations among global yield testing locations, the SHMM clustering procedure for grouping sites without COI (Crossa et al., 1993) was applied to each of the 20 yr of ESWYT. The SHMM model for the mean of the ith cultivar (i = 1,2,...,g) in the jth environment (j = 1,2,...,e),
ij, is as follows:
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k (
1
2
... 
t) are singular values of the kth multiplicative term that allow the imposition of orthonormality constraints on the singular vectors for cultivars,
ik = (
ik,...
gk), and sites,
jk = (
1k...,
ek), such that
i
2ik =
j
2jk = 1 and
i
ik
ik' =
j
jk
jk' = 0 for k
k';
ij. is the residual error associated with
ij..
The SREG model used by Crossa and Cornelius (1997) for clustering sites without COI is
ij. = µj +
tk = 1
k
ik
jk +
ij. where µj is the jth site mean.
The SHMM clustering of sites finds subsets of sites with reduced COI by defining the distance between two sites as the residual sum of squares, RSS(SHMM1), after least squares fitting of SHMM with one multiplicative term (SHMM1). Once the pairwise distances have been obtained, a complete linkage cluster analysis is computed and a dendrogram generated. For a pair of sites, SHMM1 can be reparameterized to SREG1, which has one multiplicative term. Consequently, the unconstrained distance for a pair of sites is RSS(SHMM1) = RSS(SREG1).
Dendrograms were constructed and clusters of sites with reduced COI were found. Key sites within each cluster of the pattern analysis were chosen using the sum of the squared Euclidean distances taken from the dissimilarity matrix for each site versus all other sites within each cluster or group obtained from the pattern analysis. The site with the smallest sum of squared Euclidean distances within each cluster became a key site, or the best representative site within the cluster. Dendrograms were summarized by determination of the number of times the key location within each cluster (evident at the third fusion level of the pattern analysis) clustered with other sites and regions. The result was expressed as the total number of realized clusters/the total number of possible clusters. This procedure is similar to that used by Trethowan et al. (2001) to characterize associations among drier yield-testing locations and was considered an alternative to presenting each individual dendrogram.
| RESULTS |
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Associations with Asian Sites
Pirsabak (74%), Sakha (66%), and Quezaltenango (62%) were best associated with all Asian locations. Londrina was clearly the least associated key site with the Asian region (44%). Pirsabak (67%) associated best with West Asia, whereas three sites, Pirsabak, Quezaltenango, and Sakha, showed equivalent association with eastern and southern Asian locations. Within South Asia, Pirsabak correlated strongly with other Pakistani sites (30/36) and Indian locations (27/32).
Associations with European Sites
There was little difference between Sakha (61%), Pirsabak (69%), and Quezaltenango (58%) in their association with all European sites. The poorer relationship between Londrina and these locations (41%) reflects a generally poor association with southern European sites (37%). Among northern European sites, Pirsabak (71%) and Sakha (68%) were the best key site predictors and Quezaltenango (50%) the poorest.
Associations with Sites in the Americas
Of the four key locations, Pirsabak and Sakha not only associated best across the Americas (62 and 58%, respectively) but also with the individual regions of North, South and Central America. Surprisingly, the Brazilian site Londrina did not associate at all with other Brazilian sites (0/9) and was poorly associated with all southern (27%), central (17%) and northern (35%) American sites. Quezaltenango was not as strongly related to the American locations as either Pirsabak or Sakha. However, this site was better associated than Londrina. In North America, the strong relationship of Pirsabak and Sakha with regional locations is influenced by the two locations' association with Mexican locations (33/49 and 26/39, or 67%, respectively).
| DISCUSSION |
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Complete environmental data were not available for all variables for all environments in each year; we were therefore unable to perform a three way clustering analysis to obtain quantitative associations of sites with environmental variables. Instead we used year-wise site clustering summarized across years to identify possible causes of association. Furthermore, the SHMM model did not allow us to incorporate external environmental variables. Table 5 contains long-term weather data for most of the locations represented in the pattern analysis. Almost no rain fell during the wheat-cropping season at Sakha, where an annual average of 3 cm was recorded during the past 11 yr. The ESWYT trials sown at this location were fully irrigated thereby reducing genotype x year interactions attributable to variation in rainfall and average yield was high (6.79 ± 1.96 Mg ha-1, data not shown). Similarly, the site at Pirsabak was irrigated each year, although this was supplemented by additional rainfall (on average 20 cm fell during the cropping season). Average yield (4.23 ± 1.14 Mg ha-1) was similar to the average across all ESWYT locations and years (4.22 Mg ha-1). The site at Quezaltenango is by contrast a rainfed location receiving on average 66 cm of annual cropping season rainfall. Nevertheless, average yield (4.29 ± 1.14 Mg ha-1) was similar to Pirsabak. Temperatures were much lower at Quezaltenango (annual average 12°C) than the other three key sites because of high altitude (2407 m above sea level). Relatively stable temperature and rainfall were primary contributors to the clustering of sites into one primary year grouping (71%) at the second fusion level. ESWYTs sown at Londrina also clustered into one primary year grouping 71% of the time. However, this may relate more to specific soil nutrient problems such as poor P availability (Riede and Campos, 1988) than stability in either growing temperature or rainfall. Average yield at this site was lower and yield variability, measured as standard deviation, higher (3.23 ± 1.66 Mg ha-1) than for the other three key locations.
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Group-1 contains sites subject to primarily a Mediterranean weather pattern. Seventeen of the 31 sites in the group tended to be wetter earlier in the cropping season with lower rainfall in the grain-filling period; temperatures also rose, sometimes dramatically, toward the end of the crop cycle (Table 5). Most of these sites are scattered around the Mediterranean basin (such as Spain, Algeria, Tunisa, Jordan, and Syria) and extend into Iran. However, South American sites located on or west of the Andes are also characterized by predominately Mediterranean rainfall conditions (Colombia, Peru, and Chile). Five sites within this group represent dry irrigated sites of low to intermediate latitude (ranging from 17°N31°N); these are Cuidad Obregon in Mexico, sites in Egypt including the key location Sakha, Saudi Arabia, India, and Thailand. Exceptions include sites in southeastern South America, which tend to be drier early in the season and become wetter as the crop matures, and the Kenyan highlands where rainfall is high throughout the cropping season. Stripe rust (Puccinia striformis Westend.) may have influenced clustering within this group because infection was recorded at some locations in some years. Of the 31 sites in this cluster, stripe rust was recorded at 26 sites.
Group-2 locations extend from the PakistaniIndian Punjab eastwards through Nepal, Bangladesh, central and northeastern China, and Thailand. The low latitude, high altitude key site at Quezaltenango in Guatemala is also represented. All the Asian sites are dry locations that experience little cropping season rainfall. Average cropping season temperatures at these locations are mild to high, ranging from 17 to 24°C. High humidity may also have been a common factor in this cluster. The site at Quezaltenago is a high rainfall location and the trials were conducted without irrigation. The mild average cropping season temperature of 14°C and plentiful cropping season moisture are likely reasons why this site clustered with those in southern and eastern Asia. Regular stripe rust incidence in Guatemala and the occasional occurrence of stripe rust in China, India, and Pakistan may have had some influence on these site associations. However, the lack of regular incidence across years at the Asian locations reduces this likelihood.
The sites clustering in Group-3 combine sites in the Southern Cone of Latin America (4) with Eastern African locations (3) and one site in each of Ecuador and China. These locations are generally higher rainfall sites. Marcos Juarez, Argentina; Quito, Ecuador, and Njoro, Kenya, are the coolest locations with average cropping season temperatures ranging from 12 to 14°C. Stripe rust incidence (if not infection) was high at all locations with all sites recording the occurrence of this disease across years. Low soil pH may also have been a factor in the association among these sites as two of the three Brazilian locations and those in Tanzania and Kenya have acidic soils (Reide and Campos, 1988; Tanner and van Ginkel, 1988). In Ecuador, high rainfall may have led to soil nutrient imbalances that influenced the germplasm rank.
Group-4 combines sites from the Southern Cone of South America (3) with four sites of similar latitude ranging from Greece to Pakistan, one location in India, and one location in South Africa. Many of these sites have cooler cropping seasons with average temperatures close to 12°C (Argentina, Turkey, South Africa, and Greece), although Ocepar, Brazil (18°C) and Kanpur, India (20°C) are exceptions. There are two sub-groups within this cluster characterized by differences in cropping season precipitation. The sites in Pakistan, Argentina, Turkey, and Uruguay are drier early in the season, becoming wetter later (Kanpur is an exception). The sites in South Africa, Greece, and Iran are characterized by higher rainfall early in the season and less moisture during grain maturation.
The Biological Premise for Associations among Locations: SHMM Analysis
The strong association of Sakha (Egypt) and Pirsabak (Pakistan) with sites across the wheat growing areas of the world (Table 4) reflects the relative stability of these production environments as discussed earlier. The association of Pirsabak with African locations is influenced by its relationship with North African locations, particularly those in Egypt (26 of 35 possible clusters realized). Pirsabak is at least as good as Sakha (27/42) in predicting Egyptian locations, and Sakha associates well with Pakistani locations (48/60) reflecting similarities in temperature and growing season moisture between these two regions. Even though the association of Pirsabak with Asian locations is dominated by clustering with India and Pakistan, the significant associations with West Asia (67%) and East Asia (66%) largely reflect similarities in growing season moisture as growing season temperatures vary considerably across Asia. Many of these locations record limited growing season rainfall (Table 5) as wheat is generally grown in the cooler, dry winter months, particularly in Southern and Eastern Asia. This observation is supported by the stronger association of Sakha (the driest and highest yielding key site) with southern (76%) and eastern (76%) Asian locations compared with West Asian sites (48%), which are characterized by higher growing season rainfall.
It is more difficult to understand and explain the dominance of Pirsabak and especially Sakha in associations with European and South American locations as growing season rainfall in these regions is much higher and the occurrence of irrigated trials is significantly lower. The majority of European and South American trial sites were rain fed and average yields across these respective regions were 5.08 ± 1.86 Mg ha-1 and 3.46 ± 1.68 Mg ha-1 (data not shown). Disease incidence was unlikely to influence the clusters with European sites as many of these trials were sprayed with a fungicide and average growing season temperatures tend to be much cooler at European locations compared with either Sahka or Pirsabak. It appears that similarities in productivity between Sakha and Pirsabak and productivity in these regions also reflect similarities in cultivar ranking.
Quezaltenango in Guatemala, like Pirsabak and Sakha, associated well with African, Asian and European locations. This relationship is supported by the association between Guatemalan locations and Pirsabak (5/6) and Sakha (4/6). There is no clear geographical explanation for these associations as Quezaltenago is a low-latitude, high-altitude site with high growing-season rainfall. Nevertheless, these geographical parameters combine to give cool and stable growing-season temperatures, generally nonlimiting soil moisture and relatively low crossover interactions with climatically different wheat-growing regions. The key site at Londrina, Brazil was clearly the poorest predictor of all global wheat-growing sites and regions on the basis of the SHMM analysis. Londrina was least associated with South American locations, particularly other Brazilian sites (0/9), which probably reflects regional differences in soil acidity (Riede and Campos, 1988). Although the site at Londrina is not high in exchangeable aluminum, which is typical of many soils in the region, P availability according to Riede and Campos (1988) is relatively low. Interestingly, this lack of association with other Brazilian locations is not supported by the pattern analysis where two other Brazilian sites cluster with Londrina. Of the four key sites identified from pattern analysis, Londrina was also the lowest yielding and the most variable across years (3.23 ± 1.66, data not shown), which may have influenced regional associations.
| CONCLUSION |
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The well-watered and stable cropping conditions at Pirsabak and Sakha, and, to a lesser extent, Quezaltenango, correlate significantly with the primary spring wheat-cropping areas of the world. The high degree of relationship between these sites and sites in Mexico where the germplasm was developed (67% of total possible clusters were realized for both Pirsabak and Sakha, when these sites were clustered individually with Mexican locations) indicates that these environments differentiate cultivars in a similar manner. The high repeatability of these two locations from year to year, and similarities among their environmental variables and those of other wheat-growing regions, provide valuable evidence of global performance and adaptation of wheat genotypes bred in Mexico. Historically, wheat cultivars bred in Mexico by CIMMYT have adapted well to a wide range of cropping conditions around the world (Rajaram, 1995). However, it may be possible to enhance the development of suitable wheat cultivars and improve their global adaptation by combining information from Pirsabak and Sakha in future crossing, selection and screening strategies as both these sites associate well with a wide range of different wheat growing locations. Materials selected at these key locations could be expected to perform well in a range of geographically diverse wheat growing environments.
Received for publication October 9, 2002.
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