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Chapter 7: Classifications of infraspecific variation in crop plants
K. Hammer
University of Kassel, Agrobiodiversity, Witzenhausen, Germany
E-mail: khammer.gat(at)t-online.de
Y. Morimoto
Bioversity International, Regional Office for Sub-Saharan Africa, Nairobi, Kenya
E-mail: y.morimoto(at)cgiar.org
2011 version |
1995 version |
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This chapter is a synthesis of new knowledge, procedures, best practices and references for collecting plant diversity since the publication of the 1995 volume Collecting Plant Diversity; Technical Guidelines, edited by Luigi Guarino, V. Ramanatha Rao and Robert Reid, and published by CAB International on behalf of the International Plant Genetic Resources Institute (IPGRI) (now Bioversity International), the Food and Agriculture Organization of the United Nations (FAO), the World Conservation Union (IUCN) and the United Nations Environment Programme (UNEP). The original text for Chapter 7: Classifications of Intraspecific Variation in Crop Plants, authored by P. Hanelt and K. Hammer, has been made available online courtesy of CABI. The 2011 update of the Technical Guidelines, edited by L. Guarino, V. Ramanatha Rao and E. Goldberg, has been made available courtesy of Bioversity International.
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Abstract
Infraspecific classifications are discussed as useful tools for the plant collector. Whereas formerly many different types of such classifications have been proposed and used, today we have relatively few modern examples. The reasons for this are discussed. In light of the general development in biodiversity, we should expect classification to take on greater importance, which would correspond to the often demanded increase in the importance of taxonomy.
Introduction
Germplasm collectors must be thoroughly familiar with what is known about the variation present within their target taxa if they are to sample them efficiently. In crops, this variation can be many times greater than in wild plants, especially for species that were domesticated early and have been widely spread around the world. Such variation is the result of both natural and artificial selection pressures. The latter may be conscious or unconscious and result from the application of diverse agricultural practices and from the disparate and changing demands of growers for specific agronomic and other properties. Variation may be in morphological, anatomical, karyological, ecological, physiological, biochemical and molecular characteristics. Explanatory surveys of genetic diversity can be useful preliminaries to germplasm collecting (von Bothmer and Seberg 1995). Most relevant for the collector in the field, however, is variation in morphological traits and ecological adaptation. Making use of a scheme for the classification of the morphological traits can help collectors to keep track of what they find and to compare the diversity of different areas (Moss and Guarino 1995).
The term “infraspecific” is used here to refer to variation within a cultivated taxon, but it should be pointed out that the crop in a wild-weedy-crop complex is often given subspecific rank, following the proposal of Harlan and De Wet (1971). Morphological infraspecific variation has been studied in many crops, though often for only a limited part of their geographic range or for a restricted set of characters. Formerly there were regular literature reviews on the taxonomy of cultivated plants, but these tasks have been taken over by the Plant Genetic Resources Abstracts (see Dearing and Guarino 1995).Traditional Floras sometimes consider variation within crop plants, though never in much detail. However, there are also specialized Floras dealing only with cultivated plants (see below). A recent encyclopaedia on cultivated plants (excluding ornamentals and forest trees), which also discusses the taxonomic framework of crop taxonomy and evolution, is provided by Hanelt and IPK (2001).
There is general agreement about the necessity and importance of such studies in cultivated plants (Andrews et al. 1999; Baum 1981; Diederichsen 2004; Hanelt 1988, 2001; Hetterscheid et al. 1996; Knüpffer and Ochsmann 2003; Mansfeld 1953; Ochsmann 2004; Styles 1986) in both applied and theoretical applications, ranging from the investigation of the history of domestication of plants and their subsequent evolution to the characterization of germplasm. However, the procedures used to develop the classifications and the resulting schemes themselves are extremely diverse, and a generally agreed-upon approach has not yet emerged (Hanelt 2001). Two extreme types of schemes may be recognized:
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complex hierarchical taxonomic subdivisions of a cultivated plant taxon, with many infraspecific taxa at several taxonomic ranks between the species and cultivar level (e.g., Dorofeev and Korovina 1979; Nechanský and Jirásek 1967)
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relatively simple, non-structured, special-purpose schemes with a few main groups (e.g., De Wet 1978) (The proposed culton concept [Hetterscheid and Brandenburg 1995] can be considered as a special-purpose scheme.)
Because selfing results in the variation within a crop being split into distinct homozygous lines, autogamous species tend to be relatively easier to classify in detail into many groups than allogamous species. In the past, this has led to over-splitting, a trend that has been somewhat reversed by genetic studies.
The different methods of approaching the infraspecific taxonomy of crops are discussed in this chapter insofar as they may be relevant to the needs of collectors. For further details, see Hanelt (1986) and Hanelt et al. (1993). Many classification proposals are written in languages other than English, but these somewhat overlooked approaches are also included in the focus of this paper.
Classifications
A classification scheme for classifying the infraspecific variation of crop plants has been proposed by Hanelt (1986; see also the 1995 version of this chapter):
1. Formal taxonomic classifications under the International Code of Botanical Nomenclature (ICBN) (http://ibot.sav.sk/icbn/main.htm):
a) Diagnostic-morphological
b) Phenetic-numerical
c) Ecogeographic
2. Informal classifications:
a) Diagnostic-morphological
b) Phenetic-numerical
c) Genetic
3. Mixed classifications
Two principle types of approaches are distinguished: formal taxonomic and informal classifications. Whereas in the former, formally recognized categories are used (more or less) according to the rules of the ICBN (McNeill et al. 2006), informal classifications use non-standard categories or categories as proposed in the International Code of Nomenclature of Cultivated Plants (ICNCP) (www.ishs.org/sci/icracpco.htm) (Brickell et al. 2009). In informal classifications, therefore, problems with nomenclature that result from the use of the ICBN are avoided, although there are other formal preconditions deriving from the ICNCP. Moreover, the two codes are not always compatible (Brandenburg and Schneider 1988; Ochsmann 2004) and a broadly accepted designation of a group is not guaranteed in informal classifications; therefore, communication of information on the material under study is more difficult.
Formal taxonomic classifications under ICBN
Diagnostic morphological classifications
Usually these classifications are based on a few, easily recognizable morphological characteristics and allow a rapid overview of variation within a crop. Several major publication projects have been based on this type of infraspecific classification, e.g., the Flora of Cultivated Plants of the Soviet Union (Dorofeev and Korovina 1979) and the Cultivated Plants of Hungary (Máthé and Priszter 1982). R. Mansfeld, the founder of the Gatersleben school of taxonomy, which has studied the infraspecific classification of several important cereal, legume and vegetable crops, provides a typical example with his morphological system of Triticum aestivum (Mansfeld 1951). He considers 12 characteristics and organizes infraspecific variation into more than 400 varieties, each differing from related ones in only one character. Mansfeld’s (1950) scheme for Hordeum vulgare can serve as another example. Below the species level, he applied the category of “convariety” (as defined by Alefeld 1866; see also Helm 1964) and accepted five convarieties, defined by major spike characters: convar. vulgare (convar. hexastichon), convar. intermedium, convar. distichon, convar. deficiens and convar. labile. Formerly, some of these convarieties were even described as separate species (not least, by Linnaeus). There are some differences in geographic distribution and even some crossing barriers among them, which might indicate that this category has some biological significance. “Varieties”, of which 191 are described, are purely artificial entities, however. In fact, such classifications are, as a rule, rather artificial, especially at lower taxonomic levels.
The same principles have been applied to Papaver somniferum. Based on the classification of Danert (1958), Hammer (1981) developed a system containing three subspecies: ssp. setigerum is the wild ancestor; ssp. somniferum and ssp. songaricum are both cultivated. The cultivated subspecies differ in having sulcate lobes of the stigmatic disc with dentate margins versus flat lobes with entire margins. These characters have been considered as important by some Papaver taxonomists and also show clear geographic differentiation. The convariety level is defined by indehiscent versus dehiscent capsules, another important character indicating different stages of domestication (Hanelt and Hammer 1987). The variety level is based on seed colour (resulting from selection pressures under domestication) and other characteristics. This system was recently rejected (Dittbrenner 2009; Dittbrenner et al. 2008), mainly using arguments from the culton-concept (Hetterscheid and Brandenburg 1995). After this, the Gatersleben genebank started to follow the Western approach in respect to infraspecific classifications.
Diagnostic-morphological classifications have proven to be very useful for keeping and elaborating large collections of cultivated plants (e.g., in genebanks), as well as for to the plant collector. Since the morphological entities that define these classifications can be recognized relatively easily, they can be used as the basis of field checklists. Rapid comparison of different areas with regard to the variation found there is possible and gaps in collections can be identified. Assessments of variation at different times based on such classifications have been used to estimate genetic erosion, for example in Sicily (Perrino and Hammer 1983; Prestianni 1926) and other parts of Italy (Hammer and Laghetti 2005).
The controversy between the proponents of diagnostic-morphological classification is yet to be resolved. It can best be demonstrated in wheat: Dorofeev and Korovina (1979) subdivide Triticum aestivum into two subspecies, three convarieties and 194 varieties. And whereas Mansfeld (1951) included T. compactum in T. aestivum, Dorofeev and Korovina classified it as a separate species with three convarieties and an additional 93 varieties.
While many interesting conclusions can be drawn on the basis of this system, as recently demonstrated by Filatenko et al. (2010), geneticists and plant breeders like Mac Key (1988), however, resist any further detailed subdivision between the levels of subspecies and cultivar. They do not see the necessity to describe entities that are not genetically meaningful, are characterized by a few common monofactorially inherited character states, and do not indicate properties that are important for the plant breeder (Hanelt 1988). Breeders are inclined to use more open, less formalized classifications, into which their material can be incorporated without difficulty (i.e., in the sense of the ICNCP) (Brickell et al. 2009). The polemics against diagnostic classifications have a long-standing history. Hawkes (1980) observed an East-West division with regard to the preference of such detailed diagnostic classifications (see also Hanelt 1988). Large collections of cultivated plants have been created in the eastern parts of Europe, for which diagnostic classifications have proved to be useful. Some exceptions are Percival (1921) and Mansfeld (1951), but they had considerably large collections at their disposal. At any rate, Mac Key’s (1966) system does not have detailed infraspecific treatment. A tool for the mutual understanding and use of both systems is now available (Hammer et al. 2011). But for the international use of Dorofeev and Korovina’s (1979) Russian wheat monograph, an English translation is necessary; there is one in preparation (Knüpffer et al. 2004).
In some cases, the classifications are of restricted applicability because they deal with the cultivated flora of a rather restricted area (e.g., Máthé and Priszter 1982). However, even country Floras of cultivated flora may employ a comprehensive concept of taxa, even allowing them to be used for a worldwide survey. The Flora of the Cultivated Plants of the Soviet Union is perhaps the best example. Some important contributions, in addition to the Triticum volume mentioned above, are Fursa and Filov (1982), Girenko and Korovina (1988), Kazakova (1978), Kobyljanskij (1989), Kobyljanskij and Lukjanova (1990), Kobyljanskij and Soldatov (1994), Makaševa (1979), Mukhina and Stankevič (1993), Pyženkov (1994), Šmaraev and Korovina (1982), Stankevič and Rep’ev (1999). In the last few years no new infraspecific classifications have appeared in this series. A recent monograph from the Vavilov Institute (Loskutov 2007), but not in the series cited above, has appeared without a detailed infraspecific treatment (which can be found in Kobyljanskij and Soldatov 1994). This could possibly be seen as a new trend.
The old morphological classifications of the Gatersleben school are listed by Hammer (1981). In addition to the species already mentioned, there are treatments of Beta vulgaris, Brassica oleracea, Glycine max, Linum usitatissimum, Lycopersicon esculentum, Nicotiana rustica, N. tabacum, Pisum sativum and many other crops. More recent treatments include Raphanus (Pistrick 1987), Brassica oleracea (Gladis and Hammer 2003), Brassica spp. (Gladis and Hammer 1992), Coriandrum (Diederichsen and Hammer 2003) and Ocimum (Eckelmann 2003). For a recent compilation of diagnostic-morphological classifications, see Landsrath and Hammer (2007).
Obviously, there has been a certain decline in the last few years. A potential problem with diagnostic-morphological classifications is still the difficulty in comprehension and their limited availability – many are not available in English and might be difficult to obtain. As a result, some older classifications, such as that of Percival (1921) on Triticum, are sometimes used even today. The forthcoming edition of Dorofeev and Korovina (1979) in English could improve the situation, at least with respect to Triticum.
Most of the available diagnostic morphological classifications for Central European crop plants are, as already mentioned, included in a modern treatment of Alefeld’s “Agricultural Flora” (Landsrath and Hammer 2007). Alefeld and Körnicke (Hammer 2005) can be considered as the founders of intensive work with those classifications.
Phenetic-numerical classifications
These classifications consider a large number of characters. Various multivariate mathematical methods are used to calculate similarities among infraspecific taxa and to identify groupings. There are several examples (reviewed by Schultze-Motel 1987; see also Baum et al. 1984) but none is particularly convincing in the context of formal taxonomy. They cannot be recommended for the practical use of the plant collector.
Ecogeographic classifications
Such classifications have been developed by the Vavilov Institute, based on the hypothesis that, in an area where selection pressure from environmental factors, cultivation practices, propagation methods, etc., is relatively homogeneous, a crop will tend to have a certain genetic integrity (Vavilov 1940). An example of ecogeographic classification is that proposed by Flaksberger (1935) for Triticum aestivum, which includes two subspecies, 15 proles and six subproles.
New taxonomic categories have often been introduced. Groups are largely defined by their geographic origin and by characteristics that reflect the agricultural and ecological conditions to which they are adapted (e.g., reproductive phenology, pest and disease resistance, growth characteristics, etc.). In general, field experiments are necessary to verify the categories and to incorporate new accessions into such a classification. Therefore, a collector might not be able to apply them directly during fieldwork. However, they might be very useful for the characterization of collections, facilitating the use of the material by breeders. There is still no bridge between formal ecogeographical classifications and the use of an ecogeographic approach in fieldwork (Maxted et al. 1995).
Informal taxonomic classifications
Diagnostic-morphological classifications
There are some regional studies of this type. The classification of French bush bean cultivars is one. They have been arranged into three categories: groups, sections and classes (Anon. 1983). Pod characteristics (11 character states) are used to differentiate groups and sections; and leaf colour, pod length, colour of unripe pods and length of bracts (12 character states) for differentiating classes. The resulting system comprises five groups, 14 sections and many classes. Another example, also from Phaseolus vulgaris, shows that the input of biochemical methods (in this case, phaseoline types) can lead to phytogenetically more relevant groupings within an informal diagnostic-morphological classification (Krell and Hammer 2008, Singh et al. 1991).
The extremely reduced possibilities for infraspecific classifications of cultivated plants under the ICNCP (Brickell et al. 2009), largely following the proposal of the culton concept (Hetterscheid and Brandenburg 1995), which is still heavily disputed (Hanelt 2001, Pickersgill and Karamura 1999), have to be considered here. Many new approaches are of this type, e.g., in Cruciferae, Cucurbitaceae and also Gramineae. They are formally dependent on the ICNCP and thus they lack the flexibility of informal classifications. This is one of the disadvantages of this code, which became user driven (by the flower and seed industry) under the forceful argumentation of the cultonomists.
Phenetic-numerical classifications
One of the best examples of this type of classification is the study of the South American cultivars of cassava (Manihot esculenta) by Rogers and Fleming (1973). They used 55 character states and defined 19 groups of cultivars. Within these groups, there is a high degree of phenotypic similarity, and evidently also considerable genetic similarity. New material can be easily incorporated into the proposed classification scheme; however, the evaluation of the basic data for this type of study is very time consuming.
The range of potentially relevant morphological characteristics for a species, which can be measured in morphological analysis, is summarized in descriptor lists. Some of the crop descriptors and monographs have been published and are available online on the Bioversity International website (www.bioversityinternational.org/publications.html).
Genetic classifications
This type of classification is only possible in crops with well-studied genetics, such as Pisum sativum (Blixt 1979), where the genes responsible for the expression of many different characteristics are known. In peas, there has also been an attempt to combine a formal diagnostic and a genetic classification (Lehmann and Blixt 1984). It is difficult to incorporate new material into such classifications. Test crosses are necessary and multifactoral characteristics cannot be included at all.
Classifications based on genomic composition are somewhat different. An example is that of Simmonds for the edible fruit-bearing bananas (Simmonds 1966; Simmonds and Weatherup 1990). These are classified by references to ploidy (2×, 3×, 4×) and the genomic contribution made by two diploid wild species (AA Musa acuminata and BB Musa balbisiana). Some 15 characteristics are used to distinguish among cultivar groups. Infraspecific items are not involved in this example. Problems with species designations (and also with infraspecific ones) arise when dealing with hybrid genera, as, e.g., × Triticosecale, according to the ICBN (Hammer et al. 2011).
In the last decade, increased attention has been devoted to molecular marker technologies, including DNA sequences. These have provided a wealth of data, which, together with phenotypic and ecological data, have significantly increased our understanding of the intra-specific dynamics of these genetic resources. The study findings provide not only information for classification but also a geographic framework of references to elucidate patterns of genetic diversity and domestication, constituting a source of diversity for a wide range of traits (Gepts et al. 1999). Combined with phenotypic data and multivariate statistical analysis, the recent progress in molecular mapping also provides opportunities to identify and transfer genes (geneflow) for quantitative traits and processes of domestication (Tanksely and McCouch 1997). Molecular marker technologies are useful tools for measuring lineages and comparative relationships between individuals, populations and species, obtaining evidence of recent bottlenecks in populations in size, as well as documenting geneflow, recombination and seed supply and identifying varieties (Brown et al. 1996).
In the genus Vigna, family of Fabaceae, for instance, Tomooka et al. (2002) described the subgenus of Vigna ceratotropis and suggested revising the nomenclature of the group, based on past taxonomic treatments and their biosystematics results, including diversity distributions, species relationships and cross-compatibility studies. Saravanakumar et al. (2004) conducted a random amplified polymorphic DNA (RAPD) analysis to enhance understanding of the diversity of Vigna species from Palney Hills in India, to determine (1) the taxonomic relationship between V. trinervia var. trinervia and V. trinervia var. bourneae, (2) the distinction between V. trinervia collected at a high altitude of about 1000m and at a low altitude, (3) the relationship among V. radiate var. sublobata from different geographic locations and (4) relationships between V. dalzelliana and other species.
In the genus Oryza, the taxonomy of the three diploid CC genome of Oryza species (O. eichingeri, O. officinalis and O. rhizomatis) has been confused and several different names have been used in the literature and herbaria (e.g., Dally and Second 1990; Duistermaat 1987; Harriman 1994; Katayama and Ogawa 1974; Sharma and Shastry 1965; Tateoka and Pancho 1963). This was because two major useful characteristics (chromosome number and rhizome formation) are not readily visible for some species in the complex. Later molecular-based diversity studies helped to find the relationships within the diploid CC genome species complex, thus showing their evolutionally history (e.g., AFLP: Aggarwal et al. 1999; isozymes: Second 1984; RFLP: Wang et al. 1992; ISSR: Joshi et al. 2000; chloroplast SSR: Ishii and McCouch 2000; 5SDNA sequences: McIntyre et al. 1992; RAPDs Xie et al. 1998).
In the common bean, genus Phaseolus, Debouck (1999) has indicated generic limitations in the taxonomic classification. He comments that over 400 species of Phaseolus have been named over the past two centuries, often with poor description or lacking good type specimens. He also indicates that “we do not know yet exactly how many Phaseolus species are existing, 50–60 species would be a reasonable estimate” on the basis of species cross-compatibility, several molecular marker studies (Fofana et al. 1997, 1999; Jaaska 1996; Jacob et al. 1995) and extensive herbarium field exploration surveys, including his own (Debouck 1991, 1999).
Gepts et al. (1999) look at the genetic diversity and domestication of the common bean (Phaseolus vulgaris). For the faba bean (Vicia faba L.), RAPD and restriction fragment length polymorphism (RFLP) techniques were employed to analyse the same faba bean populations described by Muratova (1931), to find possible relationships within the V. faba genepool from different geographic regions and to try to elucidate the routes of dispersal of the faba bean as a crop (Potokina et al. 1999).
Most recently, molecular classification techniques have grown in importance to crop improvement. Arai-Kichise et al. (2011) used single nucleotide polymorphisms (SNPs) and insertions-deletions (InDels) between highly homologous genomes, and performed whole-genome sequencing of a landrace of japonica rice. They identified 132,462 SNPs between the genomes of Omachi and Nipponbare, which are closely related cultivars. They also validated InDels on a part of chromosome 2 as DNA markers and successfully genotyped five japonica rice cultivars. This provides a methodology and extensive data on SNPs and InDels available for whole-genome genotyping and marker-assisted breeding.
However, these techniques have been applied so far mostly to “model species” such as humans, yeasts and some of the major crops such as rice, maize and wheat, as well as beans. The technology is still expensive, and a positive return on investment in this technology has not yet been recognized.
Nevertheless, classifications based on genetic data (including molecular markers) are probably the best guides for germplasm collectors when collecting plant genetic resources – better than mostly morphological/botanical traits. Since the genetics of a species need to be well understood for this, the value of such genetic analyses is greater for collectors when gap-filling collections are made.
Mixed classifications
There is no single classification approach suitable for all possible demands; different aims can be achieved with different types of classifications. Hanelt (1972) proposed a combination of classifications for Vicia faba: a formal diagnostic classification into two subspecies, three varieties and six subvarieties (based mainly on seed size, form and structure of pods) was combined with an informal classification into 14 races, based mainly on ecogeographic data. A similar approach has been used for Citrullus lanatus (Fursa 1981).
In a number of cases, Jeffrey (e.g., in the “Compositae” [Jeffrey 2001]) preferred the informal classification according to the ICNCP (open classification, according to Brandenburg 1999). For Cynara cardunculus, Jeffrey considers a cardoon group and a globe artichoke group, with broad synonymy from the formal classifications (closed classification, according to Brandenburg 1999). This can be considered as an extreme case of a mixed classification. Hammer (2001), in treating the Chenopodiaceae, classified Beta according to a formal system and provided the informal groups after the synonymy, e.g., sugar beet: Beta vulgaris var. altissima (the sugar beet group).
At any rate, with the new development of the ICNCP, more synonymy-like indications will be necessary for exact agrobotanical work, especially in the group of cultivated plants within Mansfeld’s definition (Hanelt and IPK 2001).
Farmers’ classifications
Farmers’ classification is considered to be the most uncertain classification system; however, it is the most useful guide in narrowing the range of agro-morphological criteria, which are usually linked to the genetic diversity of a crop. They are used by farmers to distinguish and name crop varieties and are commonly the basis for farmers’ selection of varieties, which is important in shaping the population over time (Jarvis et al. 2000). It is therefore of direct relevance to farmers and plant breeders in their use of germplasm. Berlin (1999) states that while folk or ethnobotanical classifications are not comprehensive, he gives an example of the naming behaviour of the Tzeltal Maya community in Chiapas, Mexico, which is to conceptually relate an unknown plant to a prototype that has been encountered before. Berlin refers to this as “exemplar comparison” (from Medin 1989) and describes it as the basis of the “perceptual affinities” of the new target species to the original prototype.
Many studies have pointed out how farmers recognize and name the crops they grow according to agromorphological, ecological-adaptive, quality and use characteristics (Bellon and Brush 1994; Boster 1985; Quiros et al. 1990; Schneider 1999; Soleri and Cleveland 2001; Teshome et al. 1997). The names of farmers’ varieties, for instance, are often related to the original source of the material, the morphology of the plant, agronomic performance, adaptation to particular environmental factors, and the use of the material, including its role in religious ceremonies. When collecting information from farmers, it is important to note down the exact name of each variety as given by the farmer, without modifying it, using the local alphabet if possible (Jarvis et al. 2000). However, farmers might not be consistent in naming and describing landraces. Studies have indicated that sometimes there is consistency between variety names and genetic distinctiveness (Karamura 2004; Mar and Holly 2000), but other times there is not. For example, a study in Ethiopia has shown different names for the same variety, reflecting an emphasis on different qualities by different farmers or communities. Another example is durum wheat in Ethiopia. In some villages, a variety is called “white”, whereas in the others, the same variety is called “early” (Tanto 2001). Tesfaye and Ludders (2003) found similar evidence in Ethiopia for enset, a clonally propagated crop, for which a few landraces assumed different names at different locations. Sawadogo et al. (2005) indicate that differences in variety names in the same village or community reflect differences in the languages used to name the variety. Farmers’ names also vary with the gender, age or ethnic group of the individual (Canh et al. 2003; Hue et al. 2003; Karamura et al. 2004; Mulumbo et al. 2004). Fujimoto (1997) mentions that farmers also categorize enset landraces based on their reminiscences, such as which offspring are derived from which mother plant, a classification he describes as “genealogical classification”. Sigeta (1995) indicates that farmers’ names are described differently depending on individual recognition. In order to enhance better understanding of this classification, he emphasizes that researchers need to focus more on farmers’ actions and recognition rather than the morphological characteristics and performance of the plants.
In addition to consistency in variety names, it is important to find different degrees of adaptive and quality traits and to develop a level of consensus between farmers on their selection criteria for planting seeds. The structure of genetic variability between and within farmer-named varieties has also been described using biochemical and molecular markers. Teshome et al. (1999) assessed farmers’ knowledge of the resistance of sorghum landraces to the rice weevil in storage and revealed that, according to biochemical and molecular markers, the level of landrace susceptibility to the weevil was highly correlated with farmers’ classifications.
These research approaches require intensive investigation with farmers, visits to the field and participatory measurement during all stages of crop development. Clarification of what constitutes a landrace at each level (individual, family, community, village and region) is the first step toward defining the amount and distribution of crop diversity maintained by farmers.
Conclusions
It is well known that most of the more important and widespread crop species are characterized by an enormous amount of infraspecific variation. Familiarity with this is essential for the effective collecting of plant genetic resources. There are many publications on the infraspecific taxonomy of crop plants, but many have been written in languages other than English (particularly the most important papers of the Vavilov school).
A variety of methods have been proposed for the classification of crop plants. Those most appropriate for collectors seem to be the ones based on easily recognizable characteristics of gross morphology. Variation in such characteristics can be used to establish taxonomically formal or informal diagnostic classifications, which will be no less useful for the later management of collections than for the collector in the field.
As discussed here, there has been a reduction in the use of infraspecific classifications, which is connected with a reduction in knowledge about the functions and usefulness of such classifications. Infraspecific classifications are of limited use for plant breeding, but they are of great use to the plant collector and to genebank management. Together with a six-fold paradigm shift in the area of plant genetic resources (Hammer 2003), we are losing the methods and means that are helpful for their collection, maintenance and characterization. The abandonment of infraspecific classifications, which has been strongly advocated for many crops, leads to a loss of information (quantity and quality).
The momentum that has been lost depends on the crop, the kind of research being done and the research community. In barley, for example, infraspecific classification has been largely abandoned, whereas in wheat, many publications still use infraspecific classifications, especially when reporting about landraces. Moreover, recent developments in the Cultivated Plant Code (Brickell et al. 2009) and its application have exclusively concerned plants grown in developed countries, “with well-organised trades in harvested products, planting material or both, and often with International Registration Authorities to regulate the application of cultivar names” (Pickersgill and Karamura 1999). Landraces with their characteristic and rich morphological structure are today neglected in this respect by the Code.
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References and further reading
Aggarwal AK, Brar DS, Nandi S, Huang N, Khush GS. 1999. Phylogenetic relationships among Oryza species revealed by AFLP markers. Theoretical and Applied Genetics 98:1320–1328.
Alefeld F. 1866. Landwirthschaftliche Flora. Wiegandt & Hempel, Berlin.
Anon. 1983. Description et essai de classification de variétés de Haricot Nain. National Institute for Agricultural Research (INRA), Versailles.
Andrews S, Leslie AC, Alexander C, editors. 1999. Taxonomy of Cultivated Plants: Third International Symposium. Royal Botanic Gardens, Kew, UK.
Arai-Kichise Y, Shiwa Y, Nagasaki H, Ebana K, Yoshikawa H, Yano M, Wakasa K. 2011. Discovery of genome-wide DNA polymorphisms in a landrace cultivar of japonica rice by whole-genome sequencing. Plant Cell Physiology 52(2):274–282.
Baum BR. 1981 Taxonomy of the infraspecific variability of cultivated plants. Kulturpflanze 29:209–239.
Baum BR, Duncan T, Phillips RB. 1984. A bibliography of numerical phenetic studies in systematic botany. Annals of the Missouri Botanical Garden 71:1044–1060.
Bellon MR, Brush SB. 1994. Keepers of the maize in Chiapas, Mexico. Economic Botany 48:196û209.
Berlin B. 1999. Chapter 4: How a folk botanical system can be both natural and comprehensive: one Maya Indian’s view of the plant world. In: Medin DL, Atran S, editors. Folkbiology. Massachusetts Institute of Technology. pp.71–89.
Blixt S. 1979. Some genes of importance for the evolution of the pea in cultivation (and a short presentation of the Weibullsholm-PGA collection). In: Zeven AC, van Harten AM, editors. Broadening the Genetic Basis of Crops. PUDOC, Wageningen, The Netherlands. pp.195–202.
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Brandenburg WA. 1999. Crop-weed complexes and the culton concept. In: Andrews S, Leslie AC, Alexander C, editors. Taxonomy of Cultivated Plants: Third International Symposium. Royal Botanic Gardens, Kew, UK. pp.145–157.
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