Disease triangle

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

  1. Avoidance—prevent 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.

  2. Exclusion—prevent the introduction of inoculum.

  3. Eradication—eliminate, destroy, or inactivate the inoculum.

  4. Protection—prevent infection by means of a toxicant or some other barrier to infection.

  5. Resistance—utilize cultivars that are resistant to or tolerant of infection.

  6. Therapy—cure 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:

  1. 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.)

  2. Reduce the rate of infection (R in the monocyclic model and r in the polycyclic model)

  3. 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

  • Avoidance—reduce 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

  • Exclusion—reduce the amount of initial inoculum introduced from outside sources

  • Eradication—reduce 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.)

  • Protection—reduce the level of initial infection by means of a toxicant or other barrier to infection

  • Resistance—use cultivars that are resistant to infection, particularly the initial infection

  • Therapy—use thermotherapy, chemotherapy and/or meristem culture to produce certified seed or vegetative planting stock

Tactics for the Reduction of the Infection Rate

  • Avoidance—reduce 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

  • Exclusion—reduce the introduction of inoculum from external sources during the course of the epidemic

  • Eradication—reduce the rate of inoculum production during the course of the epidemic by destroying or inactivating the sources of inoculum (roguing)

  • Protection—reduce the rate of infection by means of a toxicant or some other barrier to infection

  • Resistance—plant cultivars that can reduce the rate of inoculum production, the rate of infection, or the rate of pathogen development

  • Therapy—cure the plants that are already infected or reduce their production of inoculum

Tactics for the Reduction of the Duration of the Epidemic

  • Avoidance—plant early maturing cultivars or plant at a time that favors rapid maturation of the crop

  • Exclusion—delay the introduction of inoculum from external sources by means of plant quarantine

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