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Plant Disease Management Strategies
Since the beginning of agriculture, generations of farmers
have been evolving practices for combating the various plagues
suffered by our crops. Following our discovery of the causes of
plant diseases in the early nineteenth century, our growing
understanding of the interactions of pathogen and host has
enabled us to develop a wide array of measures for the control of
specific plant diseases.
From this accumulated knowledge base, we can distill some
general principles of plant disease control that can help us
address the management of new problems on whatever crop in any
environment. One such set of principles, first articulated by
H. H. Whetzel
in 1929 and modified somewhat by various authors over the years,
has been widely adopted and taught to generations of plant
pathology students around the world. These "traditional
principles", as they have come to be known, were outlined by a
committee of the US
National Academy of Sciences, 1968.
Traditional Principles of Plant Disease Control
- Avoidanceprevent disease by selecting a
time of the year or a site where there is no inoculum or where the
environment is not favorable for infection.
- Exclusionprevent the introduction of inoculum.
- Eradicationeliminate, destroy, or
inactivate the inoculum.
- Protectionprevent infection by means of
a toxicant or some other barrier to infection.
- Resistanceutilize cultivars that are
resistant to or tolerant of infection.
- Therapycure plants that are already infected.
While these principles are as valid today as they were in
1929, in the context of modern concepts of plant disease
management, they have some critical shortcomings. First of all,
these principles are stated in absolute terms (e.g., "exclude",
"prevent", and "eliminate") that imply a goal of zero disease.
Plant disease "control" in this sense is not practical, and in
most cases is not even possible. Indeed, we need not eliminate a
disease; we merely need to reduce its progress and keep disease
development below an acceptable level. Instead of plant disease
control, we need to think in terms of plant
disease management.
A second shortcoming is that the traditional principles of
plant disease control do not take into consideration the dynamics
of plant disease, that is, the changes in the incidence and
severity of disease in time and space. (See:
Disease Progress.)
Furthermore, considering that different diseases differ in their
dynamics, they do not indicate the relative effectiveness of the
various tactics for the control of a particular disease. They
also fail to show how the different disease control measures
interact in their effects on disease dynamics. We need some
means of assessing quantitatively the effects of
various control measures, singly and in combination, on the
progress of disease.
Finally, the traditional principles of plant disease control
tend to emphasize tactics without fitting them into an adequate
overall strategy.
Does this mean that we should abandon the traditional principles?
Of course not! We merely have to fit them into an appropriate
overall strategy based on epidemiological principles.
Strategies versusTactics
Ask a handful of pest management experts to name the major
plant disease control strategies, and you are sure to find
disagreement. The problem is generally one of semantics rather
than of fundamental disagreement over the important means of
disease control. The dictionary definitions for the two terms
are similar, but generally speaking, an overall plan for reaching
a particular objective is called a strategy,
while the specific means for implementing a given strategy are
called tactics. Like the goals and objectives
that they are intended to achieve, strategies and tactics tend to
occur in hierarchies.
(Example)
What is a "strategy" at one level of focus
could be called a "tactic" at another level of focus.
The important point to remember is that countless human
undertakings, be they military operations, political campaigns,
football games, or any other kind of organized effort, have
failed, despite flawless tactics, for lack of a sound strategy.
Any endeavor that requires a series of connected tasks for its
completion also requires some kind of overall plan. Each
individual task, no matter how skillfully executed or how
successful its outcome, will not advance progress toward the
final objective unless it has a coherent relationship with all of
the other necessary tasks.
The Epidemiological Basis of Disease Management
Plant disease epidemics can be classified into two basic
types, monocyclic and polycyclic, depending on the number of
infection cycles per crop cycle. (See:
The Cyclical Nature of Plant
Disease.)
The early stages of a monocyclic epidemic can be described quite
well by a linear model, while the early stages of a polycyclic
epidemic can be described with an exponential model. Since we
are concerned with keeping disease levels well below 100%, there
is no need to adjust the models for approaching the upper limit,
and we can use the simple linear and exponential models to plan
strategies:
Monocyclic Model
Polycyclic
Model
Examining these models, we can see that in both there are three
ways in which we can reduce x at any point
in the epidemic:
- Reduce the initial inoculum (Q in the
monocyclic model and x0 in the polycyclic
model). (Actually x0 is the initial
incidence of disease, which is proportional to the initial inoculum.)
- Reduce the rate of infection (R in the
monocyclic model and r in the polycyclic model)
- Reduce the duration of the epidemic (the time, t,
at the end of the epidemic)
These, then, can be used as three major strategies for
managing plant disease epidemics, and we can organize
our plant disease control tactics under one or more of these overall
strategies. Furthermore, by means of the model we can assess the
quantitative impact of each strategy, not only
by itself, but in its interaction with others.
The monocyclic model
It is clear from the above model of a monocyclic epidemic
that Q, R, and
t have equal weight in their effect on
x. A reduction in the initial inoculum or the
rate of infection will result in a reduction in the level of
disease by the same proportion at any time, t,
throughout the epidemic. If t can be reduced
(for example, by shortening the season), disease will be reduced
proportionately.
The polycyclic model
- If r is very high, the apparent effect of reducing
x0 is to delay the epidemic.
- If r is very high, x0
must be reduced to very low levels to have a significant effect on the
epidemic.
- Reducing r has a relatively greater effect on the
epidemic than reducing x0.
- Reducing x0 makes good strategic sense only if
r is low or if r is also being reduced.
It is easier to understand (and remember!) these concepts if we actually
select different values for x0 and r,
plug them into the model, and graph the outcome. This can be done easily
with a calculator that has an exponential function, or with the accompanying
simulation.
Clearly developing a sound disease management strategy requires enough
knowledge of the biology of the pathogen and host to select the appropriate
epidemiological model. It also requires at least "ball-park" estimates of
the model parameters and the magnitude of the impact of each specific tactic
on the initial inoculum or the apparent infection rate. Failure to adopt
such a quantitative approach can lead to some embarrassing or even very
costly errors.
(Example)
The Traditional Principles Revisited
To make the conceptual leap from disease control to disease
management, the traditional principles can be modified by fitting
them as tactics within each of the three major disease management
strategies and by slightly changing the wording to reflect the
quantitative impact of the action rather than an absolute effect:
Tactics for the Reduction of Initial Inoculum
- Avoidancereduce the level of disease by
selecting a season or a site where the amount of inoculum is low
or where the environment is unfavorable for infection
- Exclusionreduce the amount of initial
inoculum introduced from outside sources
- Eradicationreduce the production of
initial inoculum by destroying or inactivating the sources of
initial inoculum (sanitation, removal of reservoirs of inoculum,
removal of alternate hosts, etc.)
- Protectionreduce the level of initial
infection by means of a toxicant or other barrier to infection
- Resistanceuse cultivars that are
resistant to infection, particularly the initial infection
- Therapyuse thermotherapy, chemotherapy
and/or meristem culture to produce certified seed or vegetative
planting stock
Tactics for the Reduction of the Infection Rate
- Avoidancereduce the rate of production of
inoculum, the rate of infection, or the rate of development of
the pathogen by selecting a season or a site where the
environment is not favorable
- Exclusionreduce the introduction of
inoculum from external sources during the course of the epidemic
- Eradicationreduce the rate of inoculum
production during the course of the epidemic by destroying or
inactivating the sources of inoculum (roguing)
- Protectionreduce the rate of infection
by means of a toxicant or some other barrier to infection
- Resistanceplant cultivars that can
reduce the rate of inoculum production, the rate of infection, or
the rate of pathogen development
- Therapycure the plants that are already
infected or reduce their production of inoculum
Tactics for the Reduction of the Duration of the
Epidemic
- Avoidanceplant early maturing cultivars or
plant at a time that favors rapid maturation of the crop
- Exclusiondelay the introduction of
inoculum from external sources by means of plant quarantine
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