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USDA-ARS Pasture Systems and Watershed Management Research Unit, Building 3702 Curtin Road, University Park, PA 16802
* Corresponding author (howard.skinner{at}ars.usda.gov).
| ABSTRACT |
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Abbreviations: CP, crude protein IVTD, in vitro true digestibility LWP, leaf water potential NDF, neutral detergent fiber
| INTRODUCTION |
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One option to improve summer performance is to plant species with greater drought resistance such as orchardgrass, tall fescue (Festuca arundinacea Schreb.), or chicory. Orchardgrass and tall fescue are well-adapted to relatively dry conditions and can survive drought better than many cool-season forage grasses (Burns and Chamblee, 1979; Thomas, 1986; Christie and McElroy, 1994). Chicory is increasingly being considered as a potential forage for temperate regions because of its improved herbage growth when production of other cool-season forages lags and because of its high nutritive value (Belesky et al., 1999, 2000).
Increasing plant species diversity has also been proposed as a means of increasing the productivity and stability of grazinglands facing drought stress (Ruz-Jerez et al., 1991; Daly et al., 1996; Caldeira et al., 2001). Greater plant diversity can improve primary productivity by increasing total resource use (niche differentiation) (Tilman, 1999; Loreau and Hector, 2001) or through positive interactions among neighboring plants (Bertness, 1998). However, some have suggested that the observed increase in productivity with increasing diversity simply results from the increased probability of including the most productive species from the pool of availably species (the sampling effect) (Wardle, 1999).
The purpose of this study was to evaluate alternatives to the Kentucky bluegrass/white clover mixture that dominates northeastern USA pastures to improve forage production under summer moisture conditions ranging from excessively wet to excessively dry. Species mixtures included a drought resistant grass/legume mixture (orchardgrass/red clover) and two five-species mixtures composed of a variety of resistant and susceptible grasses, legumes, and forbs. Although the experiment was not specifically designed to test the effect of increased species diversity on yield, we hypothesized that the five-species mixtures would have higher yields under stressful moisture conditions than the simple grass/legume mixtures.
| MATERIALS AND METHODS |
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Experimental plots (1.2 x 1.2 m) were sown within each shelter on 4 August 1999 and irrigated during late summer and early fall, as needed to ensure seedling establishment. Four mixtures were included in the study as follows: (A) Kentucky bluegrass/Will white clover, (B) Pennlate orchardgrass/red clover, (C) Kentucky bluegrass/perennial ryegrass/orchardgrass/white clover/Puna chicory, and (D) Kentucky bluegrass/perennial ryegrass/Barcel tall fescue/red clover/Tonic narrow-leaf plantain (Plantago lanceolata L.). The five-species mixtures were comprised of three functional groups including grasses (three species that differed in seasonal productivity and responses to moisture stress), a legume, and a deep-rooted forb. Each plot was hand sown at a rate of 1500 seeds per plot with 750 seeds per species in the two-species (simple) mixtures and 300 seeds per species in the five-species (complex) mixtures. Plots were hand weeded during the fall of 1999 and early spring of 2000 to remove seedlings of nonsown species. Following the spring 2000 weeding, no attempt was made to control nonsown plants.
In 2000, all plots were mowed to a 5-cm stubble height on 4 April and again on 9 May to remove standing dead material and early-season growth. Rain was excluded from the plots from 22 May to 4 October 2000. In 2001, plots were mowed on 19 April and rain was excluded from 14 May to 26 September. Rainout shelters were turned off and the plots exposed to ambient weather conditions between 4 October 2000 and 13 May 2001 and after 26 September 2001. While the rainout shelters were in operation, water was applied weekly to each plot through a drip irrigation system with four emitters per plot spaced 60 cm apart. Irrigation treatments were based on long-term May through September weather records for State College, PA. Water was applied to match the average of the 10 wettest (28 mm wk1), 10 median (21 mm wk1), and 10 driest (13 mm wk1) summers for the 92 yr for which precipitation records were available. Volumetric soil moisture content was determined on the day before irrigation water was applied with a Troxler neutron gage (Troxler Electronic Laboratories, Inc., Research Triangle Park, NC). Soil moisture data were collected at the 30- and 60-cm depths.
Plots were clipped by hand on a schedule that was designed to mimic a grazing schedule that would be used by producers using management-intensive rotational grazing. Thus, plots were clipped when plants reached an appropriate height for the species included in each mixture rather than on a predetermined schedule. The first harvest used for biomass determinations occurred on 23 May 2000 and 15 May 2001 and the final harvest on 3 October 2000 and 25 September 2001. About 18% of harvested biomass in 2000 and 25% in 2001 was produced before the rainout shelters were activated and irrigation treatments imposed. Because Mixture A contained low-growing species, it was harvested when plants reached an average height of 15 cm and was cut to stubble heights of either 3 (low) or 6 cm (high). Mixtures B through D were cut to stubble heights of 6 (low) or 10 cm (high) when plants reached a height of 25 cm. Under these cutting regimes, three to seven harvests were taken each year depending on mixture, water application, and stubble height (Table 1). To avoid edge effects, a 0.1-m2 section (0.2 x 0.5 m) was cut from the center of each plot for dry matter, forage quality, and species composition determinations. The remainder of the plot was then cut to the desired stubble height.
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Growth rates were calculated for whole plots and for individual species in May, July, and September by dividing the amount of dry biomass collected at a given harvest by the number of days since the last harvest. This assumed that stubble height remained constant across harvests so that all harvested biomass had been produced since the previous cutting. Relative growth rates for individual species were then calculated with the growth rate from the May 2000 harvest as a baseline to adjust for differences in the number of sown seeds per species and for differences in initial establishment. Relative growth rates were expressed as a proportion of the growth rate in May 2000.
Leaf water potential (LWP) and transpiration rates were measured for white clover in both years and for red clover and orchardgrass in 2001 with a pressure chamber (Model 600, PMS Instrument Co., Corvallis, OR) and a steady state porometer (LI-1600, LI-COR Biosciences, Lincoln, NE), respectively, at 3-wk intervals from May to October. For the pressure chamber readings, three leaf samples per plot were collected under shade, placed in humidified zippered bags protected from the sun, and transported to a shaded location where readings were taken within 20 min. Transpiration readings were taken nondestructively on one leaf per plot. All measurements were made between 1200 and 1330 h EST.
On 21 May 2002, 5-cm-diam. soil cores were collected from the center of each plot to a depth of 90 cm and divided into sections at depths of 0 to 15, 15 to 30, 30 to 60, and 60 to 90 cm. Roots were washed free of soil and oven dried for biomass determinations. Dried samples were ashed in a muffle furnace at 550°C to remove soil contaminants and root weight reported on an ash-free basis. At the same time root cores were collected, aboveground material was also harvested and separated by species as described for the May, July, and September harvests in 2000 and 2001.
Forage yield and nutritive value data and individual species relative growth rates were analyzed as a randomized complete block split-plot design with four replications. Whole-plots within each block consisted of irrigation treatments with species mixture and stubble height treatments as subplots. There were two blocks per rainout shelter. Relative growth rate data were square root transformed before analysis to ensure a normal distribution of the data. The LWP, transpiration rate, and soil water content data were analyzed in a split-plot-in-time design. Soil water content was measured in only two of the four replications.
| RESULTS |
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The dry treatment reduced soil moisture (P = 0.05) at the 30-cm depth compared with the normal and wet treatments, which did not differ from each other (Fig. 1) . Soil moisture content at 30 cm initially decreased under all water treatments following activation of the rainout shelters each spring, reaching minimum values on 12 July 2000 and 25 July 2001. Plant canopies then appeared to adjust water use to match water availability so that soil water content remained fairly stable the remainder of the summer. During September 2000, soil moisture content at 30 cm increased in all irrigation treatments as water consumption became less than supply. Soil moisture at the 60 cm depth remained near field capacity throughout the experiment regardless of irrigation treatment or mixture identity (data not shown). By the end of the experiment, Mixture C had the greatest amount of water remaining in the upper 30 cm of the soil profile in the dry treatment (0.283 m3 m3), while Mixtures A, B, and D were significantly lower at 0.261, 0.267, and 0.261 m3 m3, respectively (P < 0.05).
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Encroachment of nonplanted species was minimal in Mixtures B through D, averaging <5% of harvested biomass (Table 1). In Mixture A, however, nonplanted species averaged 14 and 17% of harvested biomass in the wet and normal treatments, but only 8% in the dry treatment. By the May 2002 harvest, biomass of nonplanted species was equal to that of white clover in Mixture A. The percentage of dead material increased from 4 and 5% in the wet and normal treatments, respectively, to 10% in the dry treatment (P < 0.05). The dead component of the dry treatment was least for Mixture C (4%), intermediate for mixtures D and B (8 and 10%, respectively), and greatest for Mixture A (16%) (P < 0.01 for mixture x water interaction).
Forage Yield
There were significant year x mixture, mixture x water, and mixture x stubble x water effects on forage yield. Averaged across years and mixtures, dry matter yield in the wet and normal treatments were not significantly different from each other (6640 and 6760 kg ha1, respectively), but the dry treatment reduced yield by 22% to 5200 kg ha1 (P < 0.01). When averaged across years and moisture treatments, forage yield was lowest in Mixture A, increased by 19% in Mixtures B and D, and increased by 62% in Mixture C (P < 0.01). In the dry treatment, only Mixture C had significantly greater yield than Mixture A (89% increase). In the normal treatment both Mixtures B and C had greater yields than Mixture A (24 and 61% increases, respectively), while in the wet treatment Mixtures C and D had greater yields (43 and 23% increases, respectively). Forages yields were significantly lower in 2001 compared with 2000 in Mixtures A and D (P < 0.01) and were lower, but not significantly so, in Mixture B as well (Fig. 2)
. In contrast, yield of Mixture C was 20% greater in 2001 compared with 2000 (P < 0.01). Improved yield in Mixture C in 2001 was consistent across all moisture treatments as was the reduced yield in the other mixtures.
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Stubble height had a significant effect on forage yield only for Mixture C (data not shown), where yields in the dry and normal treatments were 36 and 22% greater in the short compared with the tall stubble (P < 0.01), while yield was 18% lower in the wet treatment at the shorter stubble height (P < 0.10). In general, stubble height had little effect on any of the yield or forage quality parameters examined.
Four species, Kentucky bluegrass, white clover, red clover, and orchardgrass were included in both simple and complex mixtures, providing an opportunity to evaluate the effects of mixture complexity on growth rates of individual species in response to moisture availability. Because growth rate is highly dependent on initial biomass, and because species composition differed depending on mixture complexity and moisture treatment, growth rate data for individual species were normalized, with May 2000 growth rates for each species by mixture by water treatment combination serving as a baseline (growth rate = 1.00). July and September growth rates were then compared with the May 2000 baseline with data averaged across years. Kentucky bluegrass was not included in the analysis because no Kentucky bluegrass was found in the complex mixtures in May 2000, making it impossible to establish a baseline. In the simple mixtures, relative growth rates for white clover, red clover, and orchardgrass decreased in July compared with May, then decreased again in September (Table 4). Those same species growing in complex mixtures were able to maintain growth in July at equal or greater rates compared with growth during May. Relative growth rates in the complex mixture were greater than in the simple mixture at all moisture levels and for all species with the exception of orchardgrass in July.
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In vitro true digestibility values were high, averaging 867 g kg1. Highest IVTD values were around 890 g kg1 for Mixtures A and C, whereas Mixture D had the lowest IVTD, averaging 844 g kg1 (Table 6). Moisture stress caused a reduction in IVTD for Mixtures A, B, and D (P < 0.01), but not for Mixture C, which had significantly higher IVTD than all other mixtures in the dry treatment. Stubble height had no effect on IVTD.
Root Biomass
Plot size was too small to permit routine coring for root biomass determination during the experiment. Therefore, root data were collected during the spring of 2002 to give a general sense of root distribution below the various mixtures. Mixture D had the greatest total root biomass and B the least (Table 7). Averaged across mixtures, 72% of total root biomass was located in the top 15 cm of the soil profile with 4% located between 60 and 90 cm. Mixture A had the shallowest root system with 85% of its biomass in the top 15 cm and <1% between 60 and 90 cm. Conversely, Mixture C had the deepest root system with 52% of the biomass in the top 15 cm and 7% located between 60 and 90 cm. Some residual effect of the moisture treatments on root biomass was observed, with drought increasing root biomass at the 0 to 15 cm (P = 0.04) and 15 to 30 cm (P = 0.02) depths (data not shown).
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| DISCUSSION |
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Mixture C was dominated by chicory, which contributed 55% of total mixture biomass when averaged across harvests and years, and by September 2001 had reached 71% of mixture biomass. There is some controversy as to whether the sampling effect, whereby increased productivity with greater biodiversity results from the increased probability of a mixture containing the most productive species of the entire species pool, constitutes a true benefit of biodiversity (Tilman, 1999) or is simply an artifact of the way experimental communities are assembled (Wardle, 1999). In this experiment, the superior performance of Mixture C was clearly related to the presence of chicory in the mixture. In the dry and normal treatments, the contribution of chicory alone to forage yield of Mixture C was equal to the total yield of Mixture A, and Mixture C yield was similar to reported yields of pure stands of chicory at a nearby site (Jung et al., 1996). However, the additional combined biomass of the other species in Mixture C also amounted to about 85 and 65% of the total yield of Mixture A in the dry and normal treatments, respectively, suggesting that the improved performance of Mixture C was not solely because of the biomass produced by chicory. Relative growth rates of white clover and orchardgrass were also greater in Mixture C compared with their growth rates in simple mixtures.
Mixture C not only had the greatest forage yield across moisture treatments but also had more water remaining in the top 30 cm of the soil profile at the end of the experiment than any other mixture. It is possible that the deep root system of chicory allowed it to extract the bulk of its water from deeper in the soil profile, leaving more water available near the soil surface for use by other species in the mixture. Berendse (1982) suggested that the association of deep and shallow rooted species in mixture could cause greater nutrient extraction from deeper soil layers by the deep-rooted species than would normally be observed in monoculture. The same should also apply to moisture uptake, resulting in increased extraction from deep layers by chicory and a concomitant increase in moisture availability to neighboring species at shallow depths.
As another alternative, through the process of hydraulic lift, chicory may have redistributed water from relatively moist, deep soil layers to layers near the surface where it would then be available for uptake by other species (Richards and Caldwell, 1987; Caldwell et al., 1998). Dawson (1993) demonstrated that species differences existed in the ability of plants to use water supplied by hydraulic lift. Rhizomatous or stoloniferous perennials used the highest proportion of hydraulically lifted water, maintained higher LWPs and stomatal conductance, and showed greater aboveground growth than other species which used little or none of the water provided by hydraulic lift. In our experiment, only the stoloniferous species, white clover, showed improved leaf water relations in the complex mixture containing a deep-rooted species, although growth rates of orchardgrass were also improved. We do not have the necessary data to evaluate the relative importance of hydraulic lift vs. niche separation (or some other mechanism) as the cause for observed differences in soil water availability. Experiments are currently underway to further investigate this phenomenon.
Interestingly, the other five-species mixture (Mixture D), which essentially lacked a deep-rooted species because of the poor establishment and survival of plantain, had the least amount of water remaining in the upper soil profile in September 2001. Still, red clover growing in Mixture D had greater relative growth rates than red clover growing in the simple mixture (Mixture B) in all three moisture treatments and Mixture D yielded more than Mixture A in the wet treatment. It appears that in this case, species in the complex mixture were able to more fully utilize the moisture in the upper soil profile than species in the simple mixtures. This was consistent with the principles of niche utilization outlined by Tilman (1999).
Although the presence of chicory had a positive effect on forage yield and drought resistance, there is some concern in the literature about its long-term persistence (Hume et al., 1995; Li et al., 1997a). In our experiment, chicory increased throughout the experiment from 31% of harvested biomass in May 2000 to 46% in May 2001 and 49% in May 2002. The proportion of chicory in the mixture also increased during the growing season in each year. Belesky et al. (2000) found that chicory persistence in the second year of a clipping experiment was greatest with zero nitrogen inputs whereas chicory had nearly disappeared from the mixture with annual applications of 480 kg N ha1. We did not apply any nitrogen fertilizer to our plots but instead relied on nitrogen input from N2 fixation by the legume component of the mixtures. Thus, it appears that chicory persistence might be improved under low fertility regimes or where N is provided by nitrogen-fixing legumes rather than by mineral fertilization. In addition, Li et al. (1997b) suggested that avoidance of grazing in late autumn would reduce winter injury and improve chicory persistence. In our experiment, the final clipping usually occurred around mid-September, which was several weeks before potentially damaging cold temperatures occurred and chicory winter survival was high (Skinner and Gustine, 2002). Many producers desire to extend grazing as late into the fall as possible. Doing so could reduce chicory persistence.
Red clover is another species with limited persistence. In the simple mixture, the proportion of red clover decreased from 43% in May 2000 to 23% in May 2002. Red clover was an important component of Mixture D and remained relatively constant across time, contributing 35% of harvest biomass in May 2000, 50% in May 2001, and 38% in May 2002. The other predominant species in Mixture D at the end of the experiment was tall fescue, which had increased from 3% of harvested biomass in May 2000 to 49% in May 2002. Thus, after 2 yr, Mixture D had essentially become a tall fescue/red clover simple mixture. Tall fescue is considered to be highly competitive with legumes including red clover (Fales et al., 1996). Studies in Northern Ireland found that tall fescue/red clover mixtures could maintain peak productivity for 4 to 6 yr, and when no fertilizer N was applied, red clover still contributed 36% of total biomass 8 yr after sowing (McBratney, 1981, 1984, 1987). Red clover was also the dominant component of a tall fescue-red clover mixture for all 3 yr of a of study in the southeastern USA (Hoveland et al., 1999) where heat, drought, pests, and warm-season grass competition make legume persistence difficult (Hoveland, 1989).
With the exception of Mixture A, mixture identity did not greatly affect nutritional value of the harvested forage. Differences among mixtures probably resulted from differences in botanical composition. In particular, the high CP and low NDF concentrations in Mixture A probably resulted from the high white clover content of the mixture. Mixture C, which had the highest IVTD, was dominated by chicory, which has relatively high nutritive value (Sanderson et al., 2003) and has been shown to enhance in vitro digestion kinetics when grown in mixtures with orchardgrass (Belesky et al., 1999). Digestibility decreased with drought stress in all mixtures except Mixture C. Differences in tissue age may have accounted for the reduced IVTD under drought. Because growth rates were reduced by drought stress, droughted plots for Mixtures A, B, and D took longer to reach the desired cutting height and plant tissues were, therefore, older when harvested than in the normal and wet treatments. In Mixture C, however, the dry treatment did not reduce the number of harvests or increase plant tissue age at harvest.
| CONCLUSIONS |
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| ACKNOWLEDGMENTS |
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Received for publication September 10, 2003.
| REFERENCES |
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