AN ABSTRACT OF THE THESIS OF Carlos Rossi for the degree of Master of Science in Crop Science presented on September 2, 2005. Title: Testing the Effectiveness of Barley Stripe Rust Resistance QTL Detected in Mexico and the USA Against a Possible New Race in Peru and Mapping of Genes Conferring Resistance to Leaf Rust and Mildew in the Same Population Abstract approved: Redacted for Privacy Patrick M1 Hayes Barley is the fourth most important cereal crop in the world because of its broad adaptation, its utility as a feedstock and for human food, and the superior properties of barley malt for brewing. Three of the most important foliar diseases of barley, on a worldwide level are: barley leaf rust caused by Puccinia hordei G. Otth, barley stripe rust (yellow rust) caused by Puccinia striformis Westend f sp. hordei and powdery mildew caused by Blumeria graminis f. sp. hordei. Although barley is an autogamous species, there is sufficient DNA-level diversity for efficient linkage map construction and this polymorphism has been used for extensive mapping and QTL detection efforts. The ICARDA/CIMMYT barley program is an important source of quantitative disease resistance genes. Oregon State University and the ICARDA/CIMMYT barley program have maintained a long-term collaborative effort to map and deploy stripe rust resistance genes. This germplasm has shown consistent and adequate levels of resistance over the past 18 years in repeated tests in Mexico and the USA. However, in the 1999-2000 season there were reports from Peru, Bolivia, and Ecuador that there was a new race of stripe rust that was causing high levels of disease on formerly resistant varieties and experimental materials. This was cause of concern because considerable effort had been invested in identifying stripe rust quantitative resistance genes, based on the assumption that they would prove durable. We therefore used a well-characterized barley QTL mapping population - the ORO population - which is derived from the cross of BCD47 x Baronesse, to determine if barley stripe resistance QTL mapped in Mexico and the USA were effective in Peru. The same resistances QTL were detected in Peru as in Mexico and the USA. If there is a new virulence in Peru, the mapped QTL are still effective and under field conditions do not show specificity to any race the population has been challenged with in the Americas. This finding is of importance to barley breeders interested in deploying effective resistance genes. Confirmation of a new race in Peru will require characterization against a standard set of differentials, an experiment that is planned. The increase in disease severity of C110587, a genotype with a mapped qualitative resistance gene, between Mexico and Peru suggests there is a new race in Peru. The highest levels of resistance in Peru were achieved in lines where the qualitative resistance gene was pyramided with quantitative resistance alleles. We also used the ORO population to map QTL for barley leaf rust and barley powdery mildew in the Andean region and for the latter disease identified resistance QTL in addition to the Mia resistance mapped using specific isolates under controlled conditions. The availability of this germplasm, with mapped genes conferring quantitative resistance to three diseases, will be a resource for the barley breeding community. ©Copyright by Carlos Rossi September 2, 2005 All Rights Reserved Testing the Effectiveness of Barley Stripe Rust Resistance QTL Detected in Mexico and the USA Against a Possible New Race in Peru and Mapping of Genes Conferring Resistance to Leaf Rust and Mildew in the Same Population by Carlos Rossi A THESIS submitted to Oregon State Univeristy in partial fulfillment of the requirements for the degree of Master of Science Presented September 2, 2005 Commencement June 2006 Master of Science thesis of Carlos Rossi presented on September 2, 2005 Redacted for Privacy Major Professor, representing Crop Redacted for Privacy Head of the Department of Crop and Soil Science Redacted for Privacy Dean of tl(ekraitiate School I understand that my thesis will be part of the permanent collection of Oregon State University libraries. My signature below authorizes release of my thesis to any reader upon request. Redacted for Privacy Carlos Rossi, Author ACKNOWLEDGEMENTS I wish to express my eternal gratitude and sincere appreciation to my major professor Dr. Patrick M. Hayes for his incredible support with me throughout my long and difficult graduate program. I know that no one except him could understand my situation. My sincere appreciation extends to Dr. Isabel Vales who shared with me invaluable information and guidance. Also a special thanks to Dr. Chris Mundt for serving on my graduate committee now and at the old version. To Alfonso Cuesta a special mention for his assistance with data analysis and for his permanent disposition to help. A special note of appreciation extended to the OSU barley team integrated by Patrick Hayes, Ann Corey, Tanya Filichkin, Ariel Castro, Ivan Matus, Luis MarquezCedillo, Jarislav von Zitzewitz, Peter Szucs, and Kelley Richardson; because I believe that our interaction made an important contribution not only to barley project, but most significantly in our particular and professional lives. I want to remember also the help of Dr. Hugo Vivar that kindly contributed with ideas, data, and opinions during my study. I also want to acknowledge my previous company CALPROSE that allowed me to come to OSU the first time, and my actual institute INIA that encouraged me to finish my degree. I would like to extend my thanks to Susan Wheeler, who supported my wife and me during our respective periods in Corvallis to finish our degrees. An eternal gratitude with my parents, Gladys and Angel. Finally, a very special thanks to all my divine family; my sons, Manuel, Joaquin and Francisco and specially to my wife, Marina, who encouraged and supported me all the time to finish this thesis, I love you so much. CONTRIBUTION OF AUTHORS Dr. Patrick M. Hayes had the initiative and the supervision of all aspects of this project. He substantially contributed in formulating hypothesis and in preparation of this manuscript. Dr. Isabel Vales contributed previously genotyping data of the population, ideas and information of markers development. Alfonso Cuesta helped in the mapping procedure and QTL analysis. Dr. Kazuhiro Sato and Dr. K. Hon contributed markers and genotyped them in the population. Luz Gomez-Pando and Dr. Gissela Orjeda provided field data observations and aspects about barley stripe rust changes in Peru. Dr. Roger Wise performed powdery mildew screening under controlled conditions. TABLE OF CONTENTS Page General Introduction ................................................................................. 1 Testing the effectiveness of barley stripe rust resistance QTL detected in Mexico and the USA against a possible new race in Peru and mapping of genes conferring resistance to leaf rust and mildew in the same population .................................... 18 ABSTRACT ................................................................................ 19 INTRODUCTION ......................................................................... 20 MATERIALS AND METHODS ......................................................... 25 RESULTS ................................................................................... 31 DISCUSSION .............................................................................. 44 LITERATURE CITED .................................................................... 52 General Conclusions ................................................................................ 58 Bibliography ......................................................................................... 63 Appendix ............................................................................................. 77 Table IA. Barley stripe rust severity for 23 accessions evaluated in the Toluca Valley, Mexico 2000, Huancayo, Peru 2000 and 2004 .............................. 78 Table 2A. Primer sequences for expressed sequence tag (EST)-based marker loci assayed at the Research Institute for Bioresources, Japan and Oregon State University; sequence tagged site (STS) from GrainGenes and TIGR assayed at Oregon State University, in the ORO (BCD47 x Baronesse) population, listed in linkage map order ................................................. 79 LIST OF FIGURES Page Figure 1. Linkage map of the ORO (BCD47 x Baronesse) population based on 94 DH lines. Dashed lines indicate monomorphic regions. Distances are in Kosambi cM. The bars to the left of each linkage group indicate 1-LOD intervals for QTL abbreviated as follows: BSR-P, BSR-M, BSR-U (barley stripe rust resistance QTL in Peru, Mexico and USA, respectively). SRIT-P (barley stripe rust infection type QTL in Peru. BLR-P (barley leaf rust resistance QTL in Peru). PM-P (powdery mildew resistance QTL in Peru). PM-I (powdery mildew infection type in response to inoculation with Bgh isolates 5874 and A27, at Iowa State University ............................................................ 33 2. Phenotypic frequency distributions: A) barley stripe rust, B) Barley leaf rust and C) powdery mildew disease severity in BCD47 and Baronesse and ninety four doubled haploid (DH) progeny at Huancayo, Peru in 2004 ..................... 35 3. Phenotypic frequency distribution for infection type in BCD47 (B47) and Baronesse (Bar) and 94 DH progeny in response to inoculation with powdery mildew isolates Bgh 5874 and A27 ...................................................... 36 4. Barley stripe rust disease seventies for selected barley accessions evaluated at Toluca Valley, Mexico (2000) and Huancayo, Peru (2004). C110587, D3-6, D3-6/B23, and D3-6/B61 all have a qualitative resistance gene on chromosome 7H. Cali-sib, Orca, and BCD47 all have quantitative resistance alleles on chromosome 4H and 5H .......................................... 42 5. Barley stripe rust seventies for 23 barley accessions sorted by their stripe rust resistance allele architecture at barley stripe rust resistance QTL on I H, 411, and 5H and a qualitative resistance gene on 7H. Huancayo, Peru (2004) ...... 43 6. Graphical genotype of the DH line ORO-019 at barley stripe rust, barley leaf rust and powdery mildew QTL and Mla locus at Huancayo, Peru 2004 ............ 50 LIST OF TABLES Page Table 1. Accessions evaluated for barley stripe rust (BSR) severity in Huancayo, Peru (2000 and 2004) and in the Toluca Valley, Mexico (2000). The chromosomes containing mapped BSR resistance QTL are indicated (largest effect QTL are shown in bold and putative major gene in bold-italic) .................................. 26 2. Barley stripe rust disease severity resistance QTL detected in the ORO population of 94 DH lines (BCD47/Baronesse) at Huancayo, Peru in 2004; the Toluca Valley, Mexico (TVM) in 2001, 2002 and Pullman and Mt. Vernon Washigton, USA (WSU) in 2002 ........................................................................ 38 3. Barley leaf rust (A) and powdery mildew (B) disease severity resistance QTL detected in the ORO population of 94 DH lines (BCD47/Baronesse) at Huancayo, Peru in 2004 ................................................................. 40 Testing the effectiveness of barley stripe rust resistance QTL detected in Mexico and the USA against a possible new race in Peru and mapping of genes conferring resistance to leaf rust and mildew in the same population General Introduction Barley Cultivated barley, Hordeum vulgare L. subsp. vulgare, is a member of the tribe Triticeae in the grass family (Poaceae). The wild ancestor of cultivated barley is Hordeum vulgare L. subsp. spontaneum (Koch). Barley was domesticated about 10,000 years ago in the Near East Fertile Crescent (Nevo, 1992). Cultivated and wild barley have both winter and spring annual forms. The principal germplasm groups of cultivated barley are two-row and six-row, which refers to spike morphology. In two-rowed barley, the lateral spikelets are sterile, while in six-rowed barley all spikelets are fertile (Briggs, 1978). Barley is a self-pollinated diploid (2n = 2x = 14) (Bothmer et al. 1992). The genome size of barley is approximately 5,000 Mbp, as compared to wheat (17,300 Mbp), rice (450 Mbp) and Arabidopsis (125 Mbp). Barley diseases On a worldwide basis, diseases are one of the principal constraints to barley production. Plant diseases can proliferate and cause epidemics, which reduce yield and affect grain quality. Fungi, bacteria, nematodes and viruses are infectious pathogens that affect barley crops. Fungi are, if not the most abundant plant pathogens, one of the most important and well characterized. The rust fungi cause some of the most significant diseases of barley (Line, 2002; Qi et al. 1998) and genetic resistance to rusts has been an ii area of intensive research in the Triticeae. Biffen (1905), working with yellow rust of wheat provided the first proof that a single gene could confer resistance to a pathogen. The pioneering work on genetic resistance was complicated by the variation in host reaction at different locations or in response to different isolates. Stakman and coworkers demonstrated the occurrence of different host genotypes for resistance and different pathogen genotypes for virulence (physiological races) (Stakman 1914; Stakman et al. 1918). In barley, one of the first reports on pathogen races was made by Mains (1926), who worked on barley leaf rust using two varieties and two races. A common theme to these early rust research studies was that classification of races would be most effective if based on parasitic behavior, not morphology (Levine, 1928). It is now known that there are many different races of these pathogens around the world, and that they differ in their virulence on barley varieties. Sets of barley genotypes have been selected as differentials to identify races within each rust disease. Normally, different qualitative resistance genes are present in each differential. These differentials are essential for detection of new virulent rust phenotypes based on infection type ratings at the seedling stage. The race concept The now standard use of differentials for monitoring virulence traces back to the pioneering work of Stakman (1914) and the discovery of physiologic races in cereal rusts. Flor (1955) based on his results on genetics of resistance in flax rust, proposed the genefor-gene theory, in which successful infection depends on genetic factors in both the host and the pathogen. Host and pathogen interact in an evolutionary process. In this genetic 3 interaction the pathogen has a clear advantage due to shorter life cycle and greater reproductive capacity (Schumann, 1991). For this reason cultivars with single gene resistance typically do not show durable resistance. In the gene-for-gene model, resistance (incompatibility) is a recognition process between an active gene product from the resistant host and an active gene product from the avirulent pathogen (Knott, 1989). With the cloning of resistance genes, greater insights into mechanisms of qualitative resistance are available. One remarkable finding is that unrelated taxa can have functionally if not structurally similar genes for resistance to related pathogens (Cook, Qualitative vs. quantitative resistance Distinctions between different types of resistance can be made on the basis of reaction type, race specificity, level of resistance, stage of expression during the plant life cycle, and the type of gene involved (major vs. minor) (Parlevliet, 1997). Resistance characterized by differential interaction between host and pathogen has been described as "qualitative" (Qi, 1999) or "vertical" (Van der Plank, 1963). In contrast, resistance with a greater probability of durability is described as "quantitative" (Qi, 1999), "horizontal" (Van der Plank, 1963), "partial" (Parlevliet, 1975), "slow rusting" (Wilcoxon, 1 974) andlor "adult plant" (Singh, 1992). R. Johnson (1979) defined durable resistance, as "resistance that remains effective while a cultivar possessing it is widely cultivated." Although there are examples of single gene durable resistance such as the Rpgl gene that conferred resistance to all barley stem rust pathotypes for more than 50 years (Jin et 4 al. 1994)- quantitative resistance has been considered the optimum strategy for prolonging the effectiveness of host resistance (Parlevliet, 1997). The terms qualitative and quantitative resistance have been most extensively used for the cereal rusts. To generalize, qualitative resistance is normally expressed at the seedling stage and confers protection nearly always, during all growth stages; it is clearly race specific; it is governed by one or few major genes; and it confers immunity or a hypersensitive type of reaction (Vandeplank, 1968; Parlevliet, 1997). Quantitative resistance allows some degree of infection; it is usually controlled by several genes with small effects; it is often associated with a susceptible seedling reaction; and it shows less, or no, race specificity (Parlevliet, 1977; Qi, 1999). Qualitative resistance has been the most widely used tool for control of rust pathogens in cereals, but it requires continuous monitoring of races and a continual search for new sources of resistance (Schumann, 1991). Quantitative resistance has been widely championed on theoretical grounds, but it has had less application in mainstream variety development due to the difficulties of selection for quantitatively, as opposed to qualitatively, inherited traits. Sources of resistance There are numerous sources of qualitative and quantitative resistance within the barley gene pooi. Commercial barley varieties from different regions have been used to detect sources of resistance to new or old pathogen virulence forms (Roelfs, 1995). Wild barley (Hordeum vulgare subsp. spontaneum) is, for example, an important source of resistance to leaf rust (Manisterski, 1986). Jin and Steffenson (1994; 1995) evaluated 5 2000 accessions of subsp. vulgare and 885 of subsp. spontaneum for resistance to Puccinia hordei, and it was clear that there was greater diversity in terms of the number of genes identified, range of resistance conferred and phenotypic expression in subsp. spontaneum than in subsp. vulgare. Another important source of resistance to leaf and stripe rust are landraces from different centers of diversity of barley. Studies of barley landraces from Syria, Jordan (Leur et al. 1989) and Ethiopia (Fufa and Danial, 1995; Alemayehu and Parlevliet, 1996) showed a range of resistance phenotypes from complete and "partial" resistance to total susceptibility. The partial resistance phenotype has been extensively explored in the barley leaf rust pathosystem (Parlevliet and Kuiper, 1985). However, partial resistance has not been widely used in breeding programs due to the challenges associated with selection for quantitatively inherited traits, such as low heritability, genotype x environment interaction, etc. Furthermore, selection for quantitative resistance can be also complicated by the presence of qualitative resistance genes. Parlevliet (1988) used a recurrent selection approach in two populations without major genes and obtained, after seven cycles of selection, a 50-fold reduction in leaf rust severity. Parlevliet and Kuiper (1985) were able to combine partial and major gene resistance for leaf rust using conventional selection. Molecular genetics Molecular breeding tools promise to facilitate selection for quantitative resistance by shifting the basis of selection from phenotype to genotype. These molecular breeding tools are based on the discovery in the l920s that genes reside in chromosomes. The first 6 linkage maps were constructed using morphological traits (Phoelman and Sleper, 1995). Later, isozymes were added to the maps (Wettstein-Knowles, 1992). In 1991, the first barley maps using molecular markers were published (Heun et al. 1991; Graner et al. 1991). These maps, as well as the SteptoelMorex map (Kleinhofs et al. 1993), were based on Restriction Fragment Length Polymorphism (RFLP) markers. Later, maps based on different markers were developed: Random Amplified Polymorphic DNA (RAPD) (Giese et al. 1994), Amplified Fragment Length Polymorphisms (AFLP) (Qi et al. 1998, Becker, 1995), Simple Sequence Repeat (SSR) (Liu et al. 1996; Ramsay et al. 2000), Sequence Tagged Site (STS) (Mano et al. 1999), and Expressed Sequence Tag (EST) (Thiel et al. 2003). Recently, Single Nucleotide Polymorphism (SNP) markers have been used extensively for mapping (VonZitzewitz et al. 2005). Many different types of molecular markers (principally DNA-based) are available for genetic analysis and new marker types are continuously being developed. Markers differ from each other in many aspects: discovery cost; application cost; simplicity; level of polymorphism; dominance; reproducibility and genome distribution. Regardless of the marker type employed, linkage map construction is based on observed recombination between markers in a population. Segregating progeny (e.g. F2) or single seed descent lines (S SD) are commonly used. In barley a short cut to homozygosity can be achieved by the production of doubled haploid (DH) lines either by anther culture, or through H. bulbosum-mediated chromosome elimination (Pickering and Devaux, 1992). Mapping functions are used to convert observed recombination to centiMorgans (cM). The Kosambi and Haldane 7 functions differ in how they estimate the effect of a crossover on the occurrence of another nearby crossover. Many mapping populations have been developed in barley for various purposes (http ://wheat.pw.usda.gov/ggpages/bgn!). Integrated barley maps have been constructed with the objective of comparing gene location between populations without common markers (Qi et al. 1996). In the consensus linkage maps, the lengths of chromosomes range from 130 to - 200 cM. Two other approaches to map integration are the use of BINS (Kleinhofs and Graner, 2001) and C-map functions available in Grain Genes database (http ://wheat.pw.usda.gov/ggpages/bgn/). The large size of the barley genome has precluded whole genome sequencing, but sequencing of target regions in the Triticeae offers some insight into genome architecture. In barley, like other cereals, the genome consists of a mixture of unique and repeated nucleotide sequences. An average value of 4.4 Mb/cM is assumed for the barley genome, with a range of>4.4 Mb/cM to <1.0 Mb/cM (Kunzel et al. 2000). This work corroborates the expectation of less recombination in centromeric regions, and therefore there is no constant relationship between linkage and physical distance. It is common to find genes conferring resistance to different races of the same pathogen or resistance to different pathogens in clusters (Ellis et al. 1998; Wisser et al. 2005). Genes may be physically adjacent or in linkage blocks spanning large physical distances. For example, the wheat- rye translocation 1BL-1RS used extensively in wheat breeding carries Yr9, Lr26, Sr31 and Pm8 genes for resistance to yellow rust, leaf rust, stem rust and powdery mildew, respectively. Feuillet and Keller (1999) found five genes in a 23 kb DNA region around the LrklO in wheat. In barley, there are complex clusters of multiple race-specific genes on chromosome arms 1HS, 3HS, 3HL and 4HL (Williams, 2003). Molecular breeding tools The molecular tools used for linkage and physical mapping can facilitate molecular breeding for qualitative and quantitative resistance. Qualitative resistance genes can be scored based on phenotypes conferred in a segregating population and mapped directly. Bulked segregant analysis (BSA) has been used to identify qualitative resistance genes linked to molecular markers (Michelmore et al. 1991). The selective genotyping approach proposed by Lander and Botstein (1989) is another good tool to identify genes in the absence of the whole genome sequence. When a resistance gene is cloned (e.g. Mia, Mb and Rpg]) ( Chelkowski et a]. 2003) the allele sequence can be used to design a gene tag. Linkage maps are also useful for dissection of quantitative disease resistance when coupled with quantitative trait locus (QTL) analysis tools. QTLs conferring resistance can be identified, mapped, their effects measured and their interactions quantified. Key features of QTL analysis experiments are: magnitude of the resistance allele effects, phenotypic and genotypic data quality, population size, and marker density (Williams, 2003). QTL and linkage map information can be used to design marker assisted selection (MAS) schemes for resistance breeding. The efficiency of MAS can be increased by using markers flanking the target gene instead of a single linked marker (Peng et al. 2000). Markers bracketing the gene reduce the probability of linkage drag. This problem 9 is most important when unadapted lines or exotic germplasm are used in the breeding process (Tanksley et al. 1996). Toojinda et al. (1998) introgressed two resistance QTL for barley stripe rust (BSR) into the variety "Steptoe", obtaining the first barley variety selected using this methodology. Tagged resistance genes can be moved more rapidly from one varietal background to another and also provide a tool for pyramiding diverse genes in single cultivars (Castro et al., 2003a). MAS can be used as an adjunct for any breeding technique, such as backcrossing for variety conversion or recurrent selection for allele accumulation where several parents are combined in the process (Lindhout, 2002; Castro et al. 2003a). Identifying resistance genes Historically, new qualitative resistance genes were identified based on inoculation with defined isolates, followed by allelism tests (Knott, 1989). The advent of molecular tools allows for direct mapping of putative novels genes and reference to a database of mapped genes (Ivandic et al. 1998). Resistance QTL, have been identified and mainly by genome location, although isolate specificity has been demonstrated (Qi et al. 1999). However, due to the lack of precision in linkage mapping and the clustering of resistance genes, it is clear that coincident map position is not proof of allelism. 10 Perspectives on Barley Stripe Rust (BSR), Barley Leaf Rust (BLR) and powdery mildew Stripe rust Puccinia striformis Westend f. sp. hordei, is the formae speciale of the fungus affecting barley and causing the disease known as barley stripe rust or yellow rust. No sexual stage and alternate host of Puccinia striformis f. sp. hordei are known. The fungus has a wider host range than stem and leaf rust, and can infect wheat and numerous grasses. The wild barley species Hordeum pus illum Nuttall and Hordeum jubatum L. are both susceptible to stripe rust and are common weeds of the northern and southern plains (Roelfs and Huerta-Espino, 1994). In Texas, Hordeum jubatum and Hordeum leporinum were found to be infected with Puccinia striformis f. sp. hordei (Marshall and Sutton, 1995). Stripe rust infection occurs by urediospores that have survived locally or that are dispersed by wind. Disease development is optimum between 100 and 15°C, when intermittent rain or dew is present. Susceptible barley lines in Texas reached 100% of severity in the soft dough stage, with a maximum yield loss of 72% (Marshall and Sutton, 1995). Historically, BSR has occurred in Western Europe, the Middle East, South Asia, and East Africa, but in 1975 there was the first report of barley stripe rust in America when cultivars in Colombia were infected with Puccinia striformis f. sp. hordei race 24. The disease spread between 1975 and 1983 from Colombia to Argentina and to all South American countries except Brazil. The pathogen was particularly damaging to the Andean landraces that are an important staple of indigenous populations. A race survey made between 1975 and 1983 with samples from many South American countries established P.s. f. sp. hordei, race 24 or its variants, as the causal agent. This race is similar to the then prevailing race in Europe (Dubin and Stubbs, 1986). By 1991, barley stripe rust reached Texas, USA and in a few years all of the states in the Pacific Northwest region. A preliminary study by Dubin and Stubbs (1986) in Ecuador revealed that most North American barley cultivars were highly susceptible to stripe rust. Roelfs and Huerta-Espino (1994) evaluated resistance at seedling stage of selected cultivars from different barley production areas of the United States and found that only 30% were resistant. The first report of resistance genes to barley stripe rust was from India, where eight loci conferring resistance to four Indian races in three varieties were named Psi to Ps8 (Bakshi and Luthra, 1970). Later studies in Europe identified six resistance genes designed as Rps loci (Nover and Scholz, 1969), but there were difficulties to integrating the Indian and the European gene designations due to a lack of a common set of differentials. Currently, only six resistance genes are named but many more have been reported (Roelfs and Hughes, 2000). For example, Chen and Line (1999) studied 18 genotypes of barley and found at least 20 different stripe rust resistance genes tentatively denominated as Rps loci. Resistance is recessive in most cases. So far, two qualitative resistance genes have been mapped: Rps4 on short arm of chromosome IH (WettsteinKnowles, 1992) and "Rpsx" on long arm of chromosome 7H (Castro et al. 2003a). Polygenic resistance conferring a partial level of resistance, at least in the adult plant stage, is a possible alternative source of resistance. A study on advanced lines from the ICARDA/CIMMYT barley program revealed the presence of quantitative resistance 12 (Sandoval-Islas et al. 1998). The ICARDA/CIMMYT program used a recurrent selection approach, selecting plants with a high infection type at the seedling stage, but low disease severity (10% or less) at the adult plant stage. The mechanism of this kind of resistance is not well understood. Cultivars with moderate resistance in the field show clear difference in their partial resistance components. Differences in mycelial growth and sporulation rate between cultivars were clear, with few or slight cultivar-isolate interactions (OsmanGhani and Manners, 1985). A doubled haploid population developed using an ICARDA/CIMMYT parent (Calicuchima sib) with quantitative resistance and a backcross derivative of Bowman, the susceptible parent, was used to map the first two QTLs conferring resistance to barley stripe rust (Chen et al. 1994). Subsequent work revealed a cluster of quantitative and qualitative resistance genes at the same region on chromosome I H. Three adult plant resistance QTLs were mapped in the Bleheim/E224/3 population on chromosomes 7H, IH and 5H (Thomas et al., 1995). The QTL on chromosome 11-I had the largest effect and may be related with Yr4 locus. This was inferred by the ancestral relationship between Blenheim and Deba Abed, a cultivar with the Yr4 resistance. Toojinda et al. (2000) mapped a QTL in the same region in Shyri x Galena. Toojinda et al., (1998) in an example of marker-assisted selection, introgressed adult plant resistance QTLs from chromosome 4H and 5H in a new genetic background. An example of a resistance gene pyramiding breeding strategy was developed by Castro et al. (2003a, 2003b) who combined qualitative and quantitative resistance genes. 13 Leaf rust Puccinia hordei Otth is the fungus that causes the disease known as leaf rust. Leaf rust is found in every continent and is particularly important in regions where the crop matures late. Leaf rust infection causes the greatest crop losses if the attack occurs at an early stage of plant development, and if a high proportion of the leaf flag is affected. For example, winter barley cultivars from Virginia, USA had estimated yield losses of 0.27% to 0.52% for each 1% increment in leaf rust severity on the upper two leaves at the early dough stage (Griffey et al. 1994). Plants infected with leaf rust may show the following symptoms: small leaves, weak stems, earlier maturity, lower thousand kernel weight and fewer grains per inflorescence. The inoculum source is infected crops in warmer climates, or fall-infected overwintering plants (Mathre, 1982). New virulence of Puccinia hordel can result from sexual recombination, introduction, or mutation (Steffenson and Jin, 1993; Cotterill et al. 1995). Sexual recombination is a very important source of variation when the alternate host is present that allows the fungus to complete its life cycle. (Reinhold and Sharp, 1982; Yahyaoui and Sharp, 1987). The alternate host of Puccinia hordei is Star of Bethlehem (Ornithogalum umbellatum L.). This plant is found in Asia, the Mediterranean, and in the Eastern United States. However, aecial infections have been reported only in Asia and the Mediterranean region. The presence of the alternate host allows recombination between fungal strains and this results in a higher frequency of new races. Isolate introduction is favored by the capacity of the urediospores to survive long distance wind transport. Mutation has been reported to occur commonly under both laboratory and field 14 conditions (Levine, 1952). Two surveys conducted in North America in 1956-1958 and 1959-1964 identified the occurrence of three new pathogenic races attributed to mutations (Moseman and Roane, 1959; Moseman and Greeley, 1965). Qualitative and quantitative leaf rust resistance is found in barley. Qualitative genes are designated Rph, followed by a number indicating order of discovery. Rph-genes typically confer immunity or a hyper-sensitive reaction but the expression of resistance can be affected by the genotype of the host (Clifford and Roderick, 1978), and environmental conditions (Feuerstein et al. 1990; Manisterski et al. 1986). Currently, there are 19 Rph genes defined and two new genes have been mapped, but the allelism tests have not been completed (Hayes et al. 1996; Jin and Steffenson, 1994). At least nine of the 19 Rph genes have their origin in subsp. spontaneum, confirming the importance of this source of resistance (Jin and Steffenson, 1994). There are Rph genes on all chromosomes except 4H (Borokova et al. 1997; Jin et al. 1996; Graner et al. 2000; Park et al. 2002, 2003; Zhong et al. 2003; Mammadov et al. 2003). The existence of genotypes with moderate levels of resistance and the occurrence of clear differences in latent period between varieties were the basis for the characterization of partial resistance to barley leaf rust (Parlevliet, 1975). Partial resistance is a form of incomplete resistance characterized by a high infection type at all growth stages, but with a slow rate of epidemic development. Latent period measures the period between inoculation and pustule occurrence. Latent period is the most important component of partial resistance and it has a high correlation with disease severity (Parlevliet and Kuiper, 1977). Partial resistance is normally governed by the action of 15 more than one gene, on a "minor gene-for-minor gene" model (Parlevliet, 1977). Partial resistance is determined by a variety of mechanisms. In some cultivars resistance occurs during or shortly before stomata penetration, in a classical recognition process (Niks 1982). Other cultivars show reduced colony growth prior to spore formation (Statler and Parleviet, 1987). There are also genes conferring quantitative resistance to leaf rust, and QTL tools have been applied to their discovery. At least 21 resistance QTL have been mapped on all chromosomes with the exception of 1H (Thomas et al. 1995; Spaner et al. 1998; Qi et al. 1998, 1999, 2000; Kircherer et al. 2000). Qualitative and quantitative resistances QTL have been mapped in same regions and coincident QTL have been found in multiple populations. For example, Thomas et al. (1995) mapped an adult plant resistance QTL for leaf rust on chromosome 5H in Blenheim x E224. Triumph, a parent of Blenheim (the source of resistant allele) carries RphI2 resistance, and this locus is located in the same region of chromosome 5H as the QTL. In Harrington x TR306, Spaner et al. (1998) mapped three adult plant resistance QTL and one on chromosome 5H was located also in the same region as Rphl2 and the QTL reported by Thomas et al. (1995). Clusters of qualitative and quantitative resistance for BSR and BLR are found on chromosome 7H, 2H, lH, 6H and 5H (Williams, 2003; Hayes et al. 2003). Powdery mildew Blumeria graminis (DC.) Golovin ex Speer f. sp. hordei Em. Marchal (synamorph Erysiphe gram mis DC. f. sp. hordei Em. Marchal) is an obligate pathogen of barley that causes the disease known as powdery mildew. This pathogen is a biotrophic, air borne 16 fungus with a narrow host range and those attributes give it the ability to quickly overcome host resistance genes (Parlevliet, 1997). An eloquent illustration was a classic study undertaken in the 1950s in central Europe (Lehmann et al. 1976) where more than 4,000 barley accessions were evaluated after inoculation with all available races of powdery mildew. Ninety-six accessions were completely resistant. Twenty years later, only 26 of the 96 were still resistant to the available races (Lehmann et al. 1976). Powdery mildew affects barley in areas with cool and humid weather during the growing season; it is most destructive in Northern Europe, Japan, and the Eastern and Southern areas of North America (Kiesling, 1985). In Europe, the use of specific resistance genes began in the 1930s, with the deployment of different alleles at the Ivila locus. Jørgensen (1994) described three kinds of resistance present in the barley- powdery mildew pathosystem. Race-specific resistance has been widely used by barley breeders and the majority of the European varieties carry one to five race-specific mildew resistance genes (alleles). A particular case of race-specific resistance is the Mia locus on chromosome lB that contains 28 named resistance alleles, with two of them cloned (Zhou, et al. 2001; Halterman et al. 2001). More than 85 race-specific resistance genes in addition to Mia genes have been reported, and 14 of them have been mapped. They are located on all barley chromosomes except 3H (Jørgensen, 1994; Williams, 2003; Pickering et al., 1998). Resistance at mb locus has race non-specificity to powdery mildew and was identified by analysis of mutant barley populations (Jørgensen, 1994). The mb resistance genes are all recessive and are functional alleles at the mb locus on the long arm of chromosome 4H. The use of 17 mb genes has been extensive in many barley varieties and the gene was also cloned (Buschges et al. 1997). Some mb alleles interact with host gene background to give different levels of expression (Jørgensen, 1994). Partial resistance represents grades of susceptibility and is usually expressed as a polygenic trait. This kind of resistance is assessed in field plots as the degree of disease severity (.Jørgensen, 1994). Indigenous European barley germplasm appears to have a fair level of partial resistance; 12 QTL have been mapped; there is at least one on each chromosome (Backes et al., 1995, 1996, 2003; Heun et al., 1992; Spaner et al., 1998; Falak et al., 1999; Thomas et al., 1995). The limited availability of new resistance genes in cultivated barley and the high level of pathogenic variability of Blumeria graminis have forced breeders to look for effective resistance genes in wild relatives of barley. Powdery mildew resistance genes have been introgressed from Hordeum bulbosum (Pickering et al., 1995), barley landraces (Czembor, 2000) and wild barley (Hordeum vulgare ssp. spontaneum) (Backes, 2003). Testing the effectiveness of barley stripe rust resistance QTL detected in Mexico and the USA against a possible new race in Peru and mapping of genes conferring resistance to leaf rust and mildew in the same population Carlos Rossi"2, Alfonso Cuesta-Marcos3, Isabel Vales', Luz Gomez-Pando4,* Gisella and Patrick Hayes' Orjeda5, Roger Wise6, Kazuhiro Sato7, K. Hon 'Dept. of Crop and Soil Science, Oregon State University, Corvallis, Oregon, USA 2 Instituto Nacional de Investigaciones Agrarias (INIA), Colonia, Uruguay Estación Experimental de Aula Dei (CSIC), Zaragoza, Spain Prog. de Cereales y Granos Nativos, Univ. Nacional Agraria La Molina, Lima, Peru Universidad Peruana Cayetano Heredia, Lima, Peru 6 Dept. of Plant Pathology, Iowa State University, Ames, Iowa, USA Research Institute for Bioresources, Kurashiki, Japan ABSTRACT Quantitative resistance to plant pathogens is esteemed for its probable durability. QTL mapping tools are essential for determining the number, genome location, and effects of the genes that confer quantitative resistance. We used a well-characterized barley QTL mapping population to determine if barley stripe rust resistance QTL mapped in Mexico and the USA were effective against a reported new virulence in Peru. The same resistance QTL that were detected in Mexico and the USA were detected in Peru. This finding is of importance to barley breeders interested in deploying effective resistance genes. Confirmation of a new race in Peru will require characterization against a standard set of differentials, an experiment that is planned. The increase in disease severity of C1l0587, a genotype with a mapped qualitative resistance gene, between Mexico and Peru suggests there is a new race in Peru. The highest levels of resistance in Peru were achieved in lines where the qualitative resistance gene was pyramided with quantitative resistance alleles. We used the same doubled haploid population to map QTL for barley leaf rust and barley powdery mildew in the Andean region. For the latter disease we identified resistance QTL in addition to the Mia resistance mapped using specific isolates under controlled conditions. These results demonstrate the long-term utility of a carefully designed mapping population. Keywords Hordeum vulgare subsp. vulgare, Puccinia striformis f. sp. hordei, Puccinia recondita, Blumeria gram mis f. sp. hordei, quantitative resistance, qualitative resistance 20 INTRODUCTION One of the principal challenges faced by the users, producers, and breeders of plants is achieving durable disease resistance. While durability is conceptually straightforward - "resistance that remains effective while a cultivar possessing it, widely cultivated" (Johnson, 1979) is it is difficult to achieve. In the perpetual battle between pathogen and the defending host, the pathogen has the clear advantage, due to shorter life cycle and greater reproductive capacity (Schumann, 1991). For example, between 1993 and 1998 52 different new races of P. striformis f. sp. hordei were identified in the United States. In the same time frame, this disease, commonly known as barley stripe rust (BSR) or yellow rust (YR), spread throughout the western United States and caused locally severe economic losses (Line, 2002). The two principal tools for dealing with fungal pathogens new or endemic - are fungicides and genetic resistance. The latter is usually preferable from economic and environmental standpoints. Within the general category of genetic resistance, there are two principal types: quantitative and qualitative. Qualitative resistance has been the most commonly used tool by plant breeders because this type of resistance usually shows Mendelian inheritance and thus is easily managed in a breeding program; it also confers high levels of resistance (Vanderplank, 1968). Unfortunately, qualitative resistance is usually less durable and thus requires constant monitoring of pathogen population virulence and identification and introgression of new resistance genes. There are examples of qualitative, single gene, durability, such as the stem rust resistance in barley conferred by Rpgl gene (Jin et al. 1994). However, quantitative resistance is generally 21 thought to have a higher probability of durability than qualitative resistance (Parlevliet, 1997). The probable durability of quantitative resistance is based on several considerations: allowance of some degree of infection and disease development; little or no race-specificity; and, in some cases, differential expression patterns depending on environmental factors and host plant growth stage (Parlevliet, 1977; Line and Chen, 1995; Line, 2002). The problem with quantitative resistance has been its typically complex inheritance. With the advent of molecular marker technologies allowing for linkage map construction and quantitative trait locus (QTL) detection, the genetic determinants of quantitative resistance to many diseases in many plant models have been identified (Young, 1996; Kover and Caicedo, 2001). QTL mapping experiments have been very useful in identifying targets for introgression and pyramiding. For example, using the barley stripe rust model, we have mapped qualitative and quantitative resistance genes (Chen et al. 1994; Hayes et al. 1996; Toojinda et al. 2000; Castro et al. 2003a). We have introgressed these genes singly, and in combination, into susceptible backgrounds and demonstrated that they confer acceptable levels of resistance (Toojinda et al., 1998; Castro et al., 2003a, 2003b; Vales at al. 2005); and we have made some progress in characterizing their race and growth stage specificity (Richardsson et al. unpublished). Similar progress has been made in other crop : pathogen systems, e.g. rice (Hittalmani et al. 2000; Narayanan et al. 2004; Yi et al. 2004) and soybean (Walker at al. 2004). A principal issue with QTL analysis, however, is the bias due to small population size (Schon et al. 2004; Vales et al. 2005). 22 We recently expanded our efforts with the barley barley stripe rust model to address the question of population size and demonstrated that a large population (- 400 doubled haploid (DH) lines) is necessary for identifying the maximum number of QTL with the best resolution (Vales et al., 2005). However, this work also demonstrated that smaller ( 100 DH lines) could identify principal QTL without excessive bias in estimation of allele effects. The QTL alleles that were targeted by Vales et al. (2005) are derived from quantitative resistance sources developed by the ICARDA/CIMMYT barley program, based in Mexico. Notable characteristics of these sources of resistance are that adult plants allow some symptom development ( 20 % severity) and this level of resistance has been effective in Mexico and North America since we initiated this collaboration in 1990. In 2000, there were reports suggesting the presence of a new virulence of barley stripe rust in communication). the Andean region (H. Vivar, ICARDA/CIMMYT, personal The evidence for the putative new virulence was a change in the resistance profile of commercial varieties like "Yanamuclo" the second most widelygrown barley variety in Peruvian Andes, and germplasm in breeding nurseries (80% of the breeding lines of Peruvian Barley National Breeding Program turned susceptible) (Luz Gomez, pers. comm.). Also in 2000-2001, we received data on entries we had submitted to the USDA Barley Stripe Rust Screening Nursery (coordinated by Dr. R. Brown) that was grown at Huancayo, Peru. Most notable in the data from this nursery was the BSR severity of 60% on C110587. In repeated tests in Mexico, C110587 had shown very low levels of disease (typically < 1% and 0% in Mexico 2000). We have 23 mapped this resistance as a single gene on chromosome 7H (Castro et al. 2002b). Other lines with barley stripe rust resistance QTL alleles were tested in the same nursery. Some showed higher levels of disease severity than we typically observed in Mexico, but the changes generally were not of the magnitude as that seen for C110587. For example, the difference between disease seventies values in Peru vs. Mexico was 60% for C110587 and 24% for BCD47. We interpreted these data as evidence in support of the putative new virulence in the Andean region. Confirmation of a new virulence in Peru is complicated by several factors. We were not able to import isolates to the USA for assay on differentials. No facilities were available in the Andean region for controlled environment characterization of isolates on the differential set, and in our experience, field assessment of the differentials is not effective due to their poor adaptation, asynchronous growth habits, possible complex pathogen population structure and the effects of other diseases that preclude accurate disease rating. If quantitative resistance is indeed non-race specific and expressed at the adult stage, there is limited relevance of the seedling resistance data obtained from differential varieties to a quantitative resistance breeding effort. Finally, the immediate issue of practical concern is the usefulness of characterized quantitative resistance genes in the presence of a putative new virulence. Accordingly, we decided to use a previously generated and characterized for barley stripe rust resistance mapping resource (Vales et al. 2005) to determine if the quantitative resistance genes identified are also effective against the virulence spectrum in the Andean region and as a possible diagnostic tool for the new suspected virulence. 24 This approach is a variant on the theme of using a QTL mapping resource to search for QTL for other disease resistance phenotypes, or for new QTL for the same phenotype in different environments (Hayes et al. 2003). In addition to the mapping population, we included a set of germplasm of known resistance gene architecture, and disease reaction in several environments. From a practical standpoint, our primary interest was to assess the prospective durability of the resistance QTL alleles that we have extensively characterized by challenging them with the virulence spectrum present under field conditions at a representative field site in the Andean region. A supporting objective was determining what, if any, resistance genes are present for powdery mildew caused by Blumeria graminis f. sp. hordei and leaf rust caused by Puccinia hordei, diseases that are important and endemic at the test site. We were also interested in using our mapping population and germplasm array as diagnostic tools for the putative novel virulence. We hypothesized that if we detected the same QTL in Peru as in other environments, this would mean that (i) there was no new virulence, or (ii) there is a new virulence but the same QTL alleles are effective. If the population was uniformly susceptible, this would confirm a new virulence and race-specificity of the QTL. If different resistance QTL were detected, this would suggest a shift in virulence and race-specificity of QTL, but it would have the benefit of revealing new resistance loci. The disease reactions of the characterized genetic stocks in the germplasm array, including C110587, would provide important data in support of hypotheses based on data from the mapping population. 25 MATERIALS AND METHODS Plant Material The first ninety-four doubled haploid (DH) lines of the ORO mapping population (n = 409) (Vales et al. 2005) were used for this research. BCD47 and Baronesse are the parents of the ORO mapping population. BCD47 is a two-rowed, spring growth habit DH line, developed via marker-assisted selection for BSR resistance alleles at QTL on chromosomes 4H and 5H (Castro et al. 2003a). Baronesse is a two-rowed, spring growth habit developed by Nordsaat and released in 1989 in Germany. The variety is grown extensively in the Pacific Northwest of the USA. A panel of varieties and genetic stocks related with the BSR resistance gene pyramiding process described by Castro et al. (2003a, 2003b) was also employed. These accessions have different barley stripe rust resistance QTL allele configuration, based on previous mapping experiments (Table 1). Complete data are shown in Appendix Table 26 Table 1: Accessions evaluated for barley stripe rust (BSR) severity in Huancayo, Peru (2000 and 2004) and in the Toluca Valley, Mexico (2000). The chromosomes containing mapped BSR resistance QTL are shown (largest effect QTL are shown in bold and putative major gene in bold-italic). Accession Harrington Galena Baronesse Calicuchima-sib Shyri C110587 D1-72 D3-6 Orca BCD47 BCD12 D3-6/B23, D3-6/B61 BU 16, 27, 37, 38, 45 OP 19, 66, 78 AJ 44, 59 Chromosome containing BSR resistance QTL . None None 2H, 5H, 7H (2) 4H, 5H, 6H, 7H 1H, 2H, 3H, 6H 7H 1H 7H 4H, 5H 3H (2), 4H, 5H, 6H 1H 7H 4H, 5H, 7H 1H, 7H 4H, 5H, 7H Citation Castro et al. 2003b Toojinda et al. 2000 Vales et al. 2005 Castro et al. 2002b Toojinda et al. 2000 Castroetal2003a Toojinda et al. 2000 Castro et al. 2003 a Toojinda et al. 1998 Vales et al. 2005 Castro et al. 2003a Castro et al. 2003a Castro et al. 2003a Castro et al. 2003a Castro et al. 2003a Disease assessments under field conditions The 94 ORO lines, BCD47, Baronesse and a panel of 23 varieties and genetic stocks were evaluated at the Universidad Nacional Agraria La Molina research farm at Huancayo, Peru (HP). The ORO population and the two parents were grown in two-row, 1-rn plots in a two replicate Randomized Complete Block Design. The Huancayo facility is located at an elevation of 3,320 m, with latitude 110 49' South and longitude of 75° 23' West. The following diseases occurred in response to natural infection without supplemental inoculation: stripe rust, leaf rust, and powdery mildew. Stripe rust is an endemic disease in this area and susceptible check lines produce the inoculum necessary for infection. All three diseases were scored for disease severity on a plot basis using 27 visual assessment of the percentage of crop canopy infected by the particular disease. Ratings were made when most test genotypes were at growth stage 55 on the Zadocks scale. For barley stripe rust, infection types were scored at the same time as the disease severity ratings, using R (resistant), MR (moderately resistant), MS (moderately susceptible), and S (susceptible) scores. For the purposes of comparison, the barley stripe rust disease severity data from the ORO lines at Huancayo, Peru were compared with the barley stripe rust disease severity data reported by Vales et al (2005) from the Toluca Valley, Mexico (TVM), and Pullman and Mt. Vermon, Washington USA (WUSA). Disease assessments under controlled conditions Blumeria graminis f. sp. hordei (Bgh) isolates 5874 (Torp et al. 1978; Wei et al. 1999; AvrMlal, AvrMla6, AvrMlal2) and A27 (Giese et al. 1981; AvrMlal, AvrMla7, AvrMlalO, AvrMlal3) were propagated on H. vulgare cv. Manchuria (C.I. 2330) in separate growth chambers at 18°C (16 h Iight/8 h darkness). The same ninety four DH lines that were characterized in Peru were grown in three, 36-cell flats. Groups of three seedlings per DH line were sown per cell in each flat. The Baronesse and BCD47 parents, C.I. 16137 (Mlal), C.I. 16151 (MlaO), C.I. 16149 (MialO), SultanS (M1a12), C.!. 16155 (M1a13), in addition to the fully susceptible Manchuria (C.I. 2330), were used as checks (Moseman, 1972). Seedlings were grown to the 2nd_leaf stage with 1st leaf unfolded, and inoculation was performed at 16:00 hrs. U.S. Central Standard Time by tipping the flats at 45° angIe and dusting the plants with a high density of fresh conidiospores (84 ± 19 28 spores/mm2). This conidial density per unit leaf area routinely results in greater than 50% of epidermal cells that are successfully infected (Bushnell, 2002; Collinge et al. 2002). Groups of flats were placed at 18°C (16 hours light, 8 hours darkness) in separate controlled growth chambers corresponding to the two Bgh isolates (5874 and A27). Infection types (IT) were scored at 7 and 9 days post inoculation as described in Wei et al. (1999). The infection types 0, 1, or 2 are considered resistant reactions while the infection types 3 or 4 are considered susceptible. Genotyping and map construction The genotype data reported by Vales et al. (2005) was used for linkage map construction, with an additional 20 markers scored since that report. The new markers are shown in bold in Figure 1. Markers *k04435, *k03512, *k08433, *ko83o2, *k06257, *k04261, *ko3878, *k00688, *k04489, *k07339, *k00088, *k02892, *k03352 and *k07229 are expressed sequence tag (EST)-based marker loci of known location on the barley transcript map (Sato et al., 2004). They were identified as polymorphic in the parents (BCD47 and Baronesse) and then scored on the full population. Primers for each EST marker (primer sequences are shown in Appendix Table 2A) were used to amplify the PCR product from genomic DNA with the following cycling conditions: 94 °C for 2 mm, 5 cycles of 94°C for 30 sec, 65°C for 30 sec decreasing 1°C per cycle and 72°C for 2 mm, 35 cycles of 94°C for 30 sec, 60°C for 30 sec and 72°C for 2 mm, and 72°C for 7 mm. PCR product size polymorphisms were scored directly after electrophoresis on 13% acrylamide gel at constant voltage 250V for seven hours using a High Efficiency Genome 29 Scanning System (Hon et al. 2003). In cases where there were no clear amplicon size differences, PCR products were sequenced to detect Single Nucleotide Polymorphisms (SNPs). PCR products of cleaved amplified polymorphic sequence (CAPS) markers were digested with respective restriction enzymes at appropriate temperatures and the samples were electrophoresed on 3% agarose gels. The SNP markers, lacking appropriate restriction enzyme recognition sites, were genotyped using a fluorescent polarization SNP detection system (Perkin Elmer Co.). Markers MWG218O and ABG54 were developed by the North American Barley Genome Project and were originally scored as Restriction Fragment Length Polymorphisms (RFLPs) (Kleinhofs et al. 1993). They were converted to the Sequence Tagged Site (STS) markers based on the sequences available at the GrainGenes website (http ://wheat.pw.usda.gov/GG2/index.shtml). Primers for each marker (primer sequences are shown in Appendix Table 2A) were used to amplify the PCR product from genomic DNA with the following cycling conditions: 94°C for 3mm, 40 cycles of 94°C for 1 mm, 55°C for I mm, 72°C for 1 mm, and 72°C for 5 mm, and hold at 8°C. PCR product size polymorphisms were scored on 4% agarose gels in 0.5 x TBE at 100V for 3 hours. Primers for baal29jl8RED marker were designed based on unpublished RIB EST sequence of clone baal29j 18 (shown in Appendix Table IA). The PCR cycling profile was: 94 °C for 3 mm, 5 cycles of 94 °C for 30 sec, 60 °C for 30 sec and 70°C for 15 sec, decreasing 0.5°C per cycle, 35 cycles of94°C for 30 see, 55°C for 30 sec and 72°C for 15 see, and 72°C for 5 mm. PCR product size polymorphisms were scored directly after separation on 4% agarose gel in 0.5 TBE buffer at constant voltage 100V for 3 hours. The EST-derived SSR-markers GBM1O71 and GBM1O15 were developed by Thiel et al. (2003) and they were assayed on a 6% polyacrylamide gel in 1 x TBE at constant voltage 250 V for 4 hrs. The HvSnf2 locus was mapped using the primers and procedures reported by Yan et al. (2002). TC493a locus sequence was obtained from the tentative contig TC1 12493 sequence in The Institute for Genome Research (TIGR) web page (http://www.tigr.org). Primer sequences are shown in Appendix Table 2A. The PCR cycling profile was: 94 °C for 3 mm, 5 cycles of 94°C for 30 sec, 65°C for 30 sec and 72°C for 30 sec, decreasing 1°C per cycle, 35 cycles of94°C for 30 sec, 60°C for 30 sec and 72 °C for 2 mm, with a final step of 72 °C for 5 mm. The PCR products were assayed on a 6% polyacrylamide gel in 1 x TBE at a constant 250 V for4hrs. JoinMap® (van Ooijen and Voorrips, 2001) was used for linkage map construction, using the Kosambi mapping function (Kosambi, 1944). Linkage groups and locus orders were compared with Vales et al. (2005). The two-replicate means for barley stripe rust, barley leaf rust and barley powdery mildew disease severity and barley stripe rust infection type at field (Huancayo, Peru) and the single replicate data for each of the two powdery mildew isolates (Iowa State University) were used for QTL analysis. The barley stripe rust infection types were converted to 1 (R), 2 (MR), 3 (MS), 4 (S) for QTL analysis. The QTL analyses were performed using the composite interval mapping (CIM) procedure (Zeng, 1994) implemented in Windows QTL Cartographer 2.5 (Wang et al., 31 2005). A forward-selection backward-elimination stepwise regression procedure was used to identify co-factors for CIM for each trait; the LOD threshold values to declare a QTL significant were obtained based on 1000 permutations, a 10 cM scan window and a Type I error of 5%. Tests for epistasis between QTLs were evaluated using the MIM (Multiple Interval Mapping) method of QTL Cartographer. With MIM, the proportion of the phenotypic variance explained for each trait was calculated by fitting a model using all detected QTL. RESULTS Linkage Map As a starting point for this investigation, we updated the linkage map of Vales et al. (2005) by adding additional markers, reconstructing the map, and eliminating markers that co-segregate or that lacked sufficient data (i.e. > 10 missing data points). The resulting map has 70 markers comprising eleven linkage groups at a LOD threshold grouping value of 4.0. All linkage groups were assigned to barley chromosomes per Vales et al. (2005), with more than one linkage group for chromosomes 2H, 5H and 7H. The map covers 611.8 cM, corresponding to an average density of 8.7 cM per marker (Fig. 1). Segregation distortion (p<O.OS) in favor of Baronesse was observed in chromosome 3H (*koo688, *k04489, *k07339 and *k00088) and chromosome 4H (Bmac3lO and GBMIO15); and in favor of BCD47 in chromosome 1H (Bamg77O, HVM2O and Bmag5O4). 32 Figure 1. Linkage map of the ORO (BCD47 x Baronesse) population based on 94 DH lines. Dashed lines indicate monomorphic regions. Distances are in Kosambi cM. The bars to the left of each linkage group indicate 1 -LOD intervals for QTL abbreviated as follows: BSR-P, BSR-M, BSR-U (barley stripe rust resistance QTL in Peru, Mexico and USA, respectively). SRIT-P (barley stripe rust infection type QTL in Peru. BLR-P (barley leaf rust resistance QTL in Peru). PM-P (powdery mildew resistance QTL in Peru). PM-I (powdery mildew infection type in response to inoculation with Bgh isolates 5874 and A27 at Iowa State University. 1H 0 1 6 k04435 k03512 k08433 0 f 4H 3H 2H (a, b, c) Bmacl34 0 6H 5H (a, b) rna9 I-iVM4O IBmac2O9 BmaglO5 GBM1039 7 BmagOO5 14 16 18 *1(06257 k04261 19 Bmac399 k03878 Bmac2l3 31 81 43 46 50 55 *1(00688 41 45 *k04489 *k07339 *k00088 51 52 55 HVMO3 lIII1!!1 12 Bmac3l6 r 0fl- Bmag500 19 EBmac6O3 i Bmacl8l BmacO3OB GBM1O7I MWG2I8O Bmac3lO - 55 0 liii Bmag77O Bmagl73 -A-- GMSO61 LIII 71 Brnag5O4 BmacO32 Bmag225 ! 0fl HVM36 liii 62 19 rn 7H (a, b) 2 BmagOl3 nac684 27 EBrnac63S *1(02892 [[[J 36 Bmagl2S i:::::: BSR-M BSR-P JJ 105 106 0 HVCMA 8 TC493a Bmag222 Bmag 507 !II HvMLO3 107 baa29j18RED 108 117 123 126 130 *k07229 GBMIOI5 Bmag4l9 HvSnf2 HdAmyB BSR-U 37 62 Bmagl2O GMSOO1 R1s44 SRIT BLR-P PM-P PM-I 94 Bmacl56 104 Bmagl35 34 Disease resistance phenotypes in the ORO population The average disease severity for barley stripe rust in Huancayo, Peru was 48%, with a range of 7.5% to 90% (Fig. 2A). The phenotypic frequency distribution reflects quantitative inheritance and reveals positive and negative transgressive segregants. Barley leaf rust severity values were low, with a mean of 14.6%, and a preponderance of DH lines with severity values comparable to the more resistant parent (Baronesse) (Fig. 2B). Transgressive segregation for higher susceptibility was observed. Powdery mildew disease severity under field conditions shows a continuous distribution with medium to high infection values. The difference in disease severity between the parental genotypes was 40% (20% in Baronesse vs. 60% in BCD47). Resistant transgressive segregants were observed in the progeny (Fig. 2C). For all three diseases, even the most resistant lines showed some level of disease. The population frequency distributions for reaction type to both isolates were nearly identical (Fig. 3). These qualitative data showed excellent fit to a 1: 1 ratio (%2=O.67), the expectation for segregation of alleles at a single locus in a DH population. 35 Figure 2. Phenotypic frequency distributions: A) barley stripe rust, B) Barley leaf rust and C) powdery mildew disease severity in BCD47 and Baronesse and ninety four doubled haploid (DH) progeny at Huancayo, Peru in 2004. A 20 15 a 10 E z 0 Bar (61 %) LIkI B47 (20 %) 0 10 20 30 40 50 60 70 80 90 100 Disease severity (%) C (0 a B47 (60 %) Bar (20 %) 20 15 10 E z 0 0 10 IkII 20 30 40 50 60 70 80 90 100 Disease severity (%) (*) Horizontal bars indicate the standard error of the mean for each of the parents. 36 Figure 3. Phenotypic frequency distribution for infection type in BCD47 (B47) and Baronesse (Bar) and ninety four DH progeny in response to inoculation with Bgh isolates 5874 and A27. B47 (4 B47 (3.5) 50 Bar (0.4) I i B 2 15874 0A27 ii - . 3 r 4 Infection type (*) Horizontal bars indicate the standard error of the mean for each of the parents, except that Baronesse with Bgh 5874 and BCD47 with Bgh A27 had standard errors equal to zero. Q TL analyses In order to compare the QTL results from Peru with QTL detected in Mexico and the USA, we re-analyzed the latter data using the new linkage map. In Peru, the LOD threshold for barley stripe rust disease severity was 2.5, based on 1000 permutations and a type I error of 5%. Barley stripe rust QTL with the resistance allele coming from BCD47 were found on chromosomes 3H, 4H and 6H, and with resistance allele coming from Baronesse on chromosome 7H (linkage groups a and b) (Table 2). Fig. 1 shows the position of these QTL on the updated ORO linkage map. The QTL with the largest effect was on chromosome 4H, and it accounted for 15.2 % of the phenotypic variance, with an additive effect of 10.4%. Cumulatively, the five QTL explained 70.8% of the phenotypic 37 variance. The reanalysis of the Mexico and USA data with the updated linkage map revealed the same total number of QTL as reported by Vales et al. (2005) for a population size of 100 (Table 2). 38 Table 2. Barley stripe rust disease severity resistance QTL detected in the ORO population of 94 DH lines (BCD47/Baronesse) at Huancayo, Peru in 2004; the Toluca Valley, Mexico (TVM) in 2001, 2002 and Pullman and Mt. Vernon Washigton, USA (WSU) in 2002. Additive Location Chromos QTL peak position and 1-LOD interval (cM) TVM 2H(b)a 0 0 (0 0-7 5) 54 83 7 43 56.7 (5 1.6-67.0) 7.7 13.4 -9.70 54.7 (52.0-62.4) 5.9 9.6 -8.03 103.8(99.9-104.4) 11.8 24.6 -13.4 108.1 (107.3-111.6) 8.3 15.2 -10.37 101.8 (95.8-104.2) 4.9 13.0 -3.95 0.0 (0.0-10.0) 3.0 4.4 -5.78 2.0 (0.0-10.0) 5.0 8.3 -7.30 4.0 9.3 -3.41 3.6 5.7 6.07 4.3 9.9 3.29 16.2 (14.8-24.9) 7.1 11.9 8.79 16.2 (11.6-25.4) 4.9 11.5 3.56 TVM Peru TVM Peru WSU 3H 4H TVM Peru 6H WSU Peru Peru WSU Total (%)e 0.0 7fl( \a Hb a TVM Peru WSU (0.0-6.2) 18.0 (0.0-19.1) 0.0(0.0-11.9) ftQ, LODb R2 (%)C effectd 65.4 70.9 52.3 The letter in parentheses indicates cases where there is more than one linkage group per chromosome (see Figure 3). b LOD is the log-likehood at the QTL peak position. The LOD threshold, based on 1000 permutations and a type I error of 5% was 2.5, 2.6 and 2.3 for Peru, TVM and WSU respectively. R is the percentage of phenotypic variation explained by the QTL. d Negative and positive values indicate that BCD47 and Baronesse, respectively, contributed the resistance QTL allele. e Proportion of the total variance explained by the QTL. a 39 Only the BSR QTL on chromosomes 4H and 6H were detected in all environments. Of the QTL that were significant in Peru, three were also significant in Mexico and four were significant in the USA. Considering all three environments and the population size, more QTL were detected in Peru. There were no significant epistatic interactions in any data set. The LOD threshold for barley stripe rust infection type was 2.5. For barley leaf rust and powdery mildew, the LOD thresholds were 2.6 and 2.5, respectively, based on 1000 permutations and a type I error of 5%. For barley leaf rust, two QTL were found (Table 3, Fig. 1), with resistance alleles contributed by each parent: Baronesse on chromosome 3H and BCD47 on chromosome 7H (linkage group b). The 7H QTL had the largest effect, accounting for 31% of the phenotypic variance. There was a significant epistatic interaction between the two QTL. Considering both QTL, they accounted for 79.1% of the phenotypic variance. Two QTL for powdery mildew resistance were detected with the Peru field data (Table 3, Fig. 1), one on chromosome 2H (linkage group b) with Baronesse contributing the resistance allele and the other on 7Hb with BCD47 contributing the resistance allele. Both QTL have a relative minor effect accounting for 12.4% (2Hb) and 11.6% (7Hb) of the phenotypic variation (Table 3), respectively. There was no epistatic interaction between the QTL, and the total percentage of phenotypic variance accounted for was 21.8%. 40 Table 3. Barley leaf rust (A) and powdery mildew (B) disease severity resistance QTL detected in the ORO population of 94 DH lines (BCD47/Baronesse) at Huancayo, Peru in 2004. Data for leaf rust are based on the Multiple Interval Mapping procedure of QTL Cartographer, due to the presence of significant QTL x QTL interaction. A Chromosome QTL peak position and 1-LOD interval (cM) 3H 7H(b)a 42.7 (3 1.6-49.0) 68.6 (67.4-76.3) 3H x 7H(b) Total (%)e LODb 6.2 9.4 5.6 R2 (%)C 21.6 47.1 10.4 79.1 Additive effectd 9.48 -13.96 8.42 [11 Linkage group QTL peak position and 1 -LOD interval (cM) LODb 2H(b)a 7H(b)a 0.0 (0.0-2.2) 101.6 (93.5-103.6) 4.2 3.6 Total (%)e R2 (%)C 12.4 11.6 21.8 Additive effectd 5.36 -5.11 The letter in parentheses indicates cases where there is more than one linkage group per chromosome (see Fig. 3). b LOD is the log-likehood at the QTL peak position. The LOD thresholds, based on 1000 permutations and a type I error of 5% was 2. R is the percentage of phenotypic variation explained by the QTL. d Negative and positive values indicate that BCD47 and Baronesse, respectively, contributed the resistance QTL allele. Proportion of the total variance explained by the QTL. a The controlled environment inoculations with two races of mildew gave nearly identical results. When the phenotype data were used for QTL analysis a single QTL was detected, on chromosome 1H (Fig. 1), with a peak between 10 cM and 13 cM at LOD 2.6 and it accounted for 93.9 % of the phenotypic variance. When the data were considered 41 as discrete and used to map the locus, it mapped to the same position as the QTL peak between GMS21 and *k06257 markers. Germplasm survey The panel of 23 accessions that had been previously characterized for their BSR resistance phenotypes and QTL architecture was used for two purposes: (i) to determine if there was evidence for a new virulence based on dramatic changes in the level of BSR severity in Peru vs. Mexico (a test environment where normally these lines are evaluated), and (ii) to determine if there is a relationship between resistance QTL number and the level of resistance. The total germplasm array was not grown in TVM in 2004 due to a lack of seed. However, a subset of the genotypes for which seed was available were grown in the TVM and the disease severity values were consistent with previous years (data not shown). To determine if there were changes in disease severity between locations that could indicate a change in races, we compared data on the germplasm array from TVM2000 with HP2000 and HP2004. The correlation between the 2000 and 2004 HP datasets was 0.81, lending validity to the approach of referencing both years of HP data to the 2000 TVM data. The correlations between TVM and HP 2000, and HP 2004 data were 0.79 and 0.90 respectively. These high correlations indicate that most lines showed consistent levels of disease severity. However, there was a clear difference between the increases in disease severity of C110587 in the two environments as opposed to most of the lines with 42 quantitative resistance alleles (Figure 4). C110587, with the qualitative resistance gene at 7H had a 20% increase in severity whereas the 4H+5H QTL lines showed a more consistent response across the two environments. It is noteworthy that lines derived from C110587 (all D3 lines) and known to carry the 7H qualitative resistance genes, did not show the same rate of increase in disease severity as C110587. This is circumstantial evidence for a new virulence in Peru compatible with C1l0587, but a virulence against which the 4H + 5H QTL resistance alleles remain effective. Figure 4. Barley stripe rust disease seventies for selected barley accessions evaluated at Toluca Valley, Mexico (2000) and Huancayo, Peru (2004). C110587, D3-6, D3-6/B23, and D3-6/B61 all have a qualitative resistance gene on chromosome 7H. Cali-sib, Orca, and BCD47 all have quantitative resistance alleles on chromosome 4H and 5H. 25 2.._ 20 Cali-sib Cali-sib CI 10587 OrcaA D3 61B23 D3-6/B61 10 D3-6/B23 D3-6/B61 - )K D3-6 -- 5 0 CI 10587 ---i5e MEXICO 2000 PERU 2004 43 Using the 2004 data, there was a clear difference in percentage severity between accessions with at least one resistance allele and those considered susceptible (Fig. 5). For example, accessions with no known resistance alleles (Galena and Harrington), or only small-effect resistance alleles (Baronesse) had BSR seventies between 40 and 70%. The highest disease severity among lines with one to three resistance alleles was 25%. Lines with pyramided resistance alleles at loci on chromosomes 1H and 7H and chromosomes 4H, 5H and 7H showed the lowest values of severity. Fig. 5: Barley stripe rust seventies for 23 barley accessions sorted by their stripe rust resistance allele architecture at barely stripe rust resistance QTL on 1H, 4H, and 5H and a qualitative resistance gene on 7H. Huancayo, Peru (2004). 44 DISCUSSION The coincidence of stripe rust severity QTL detected with the new phenotypic data from HP and the reference data sets from TVM and WUSA confirms that the quantitative resistance genes present in the ORO population are effective against the spectrum of virulence encountered in each of the three environments. This is an encouraging finding, since it indicates that introgression of these genes into susceptible, but adapted, germplasm may be justifiable given that the genes have a reasonable expectation of durability: they have proven effective over the past 18 years in repeated tests in Mexico and North America. These data cannot, however, rule out the possibility that there is a new virulence in the region. In fact, the change in resistance phenotype in 80% of locally adapted varieties and germplasm in the Peruvian National Program, and the different resistance phenotypes observed for C110587 and others lines of known resistance gene architecture (Fig. 4) in Peru vs. Mexico lend support to the report of new virulence. A defining attribute of quantitative resistance is non-race specificity (Van der Plank 1963, 1968) and if there is indeed a new virulence in Peru, then perhaps some of the stripe rust resistance QTL in BCD47 and Baronesse may indeed reflect the action of quantitative resistance genes. The question of race-specificity of QTL is an interesting one, as a degree of race specificity has been reported for some leaf rust resistance QTL (Qi et al. 1998, 1999; Lindhout, 2002). The five resistances QTL that were detected with the Peru data were detected either in Mexico, or in the USA, but not all five were detected in either Mexico or the USA. This could be of biological importance and indicate that there are different 45 virulence spectra at the three locations and that some of the QTL show race-specificity. Likewise, the different magnitudes of QTL effects could also reflect QTL specificity. The 4H QTL had the largest effect in all three environments, but the smaller-effect QTL varied in their relative magnitudes of effect. For example, 7H(b), 3H and 6H were most important in HP; 3H and 2H(b) for TVM, and 7H(b), 7H(a) and 6H for W\ SA. However, we consider that is more likely that the difference in the number of QTL detected, and the differences in estimates of QTL effect, are biases due to small population size. Based on random samples taken from the full ORO population, Vales et al. (2005) detected three to five QTL when the population size of 100 and more (up to 9) were detected using larger population sizes. The magnitudes of effect and allele phases at all QTL were in agreement between the three data sets. In general, there are some very minor differences in QTL position between the current map (Figure 1) and Vales et al. (2005). An exception is the position at the 4H QTL. With a population size of 94 and the current map, there are broad QTL peaks for TVM and WUSA, spanning 8.6 cM and *k03352 - *k02892 marker intervals. Vales et al. (2005) reported the same phenomenon with smaller population sizes, but at n = 409, a single QTL was observed at interval EBmac635 HvMLO3. In the Peru data, a single distinct peak is observed at interval ABG54 - *k07229. Castro et al. (2002a) also observed broad QTL peaks in this region and concluded that there are at least two linked QTL. We are currently dissecting this region with QTL isolines in order to understand the basis of this complexity. We attribute the differences in map length to the use of the Kosambi instead of the Haldane mapping 46 ftinction and the slight differences in QTL position to the inclusion of new markers. Using a population of 94 DH lines and TVM and Peru location we detected six of the nine QTL detected by Vales et al. (2005) also in two locations (TVM and WUSA) but with 409 DH lines. One implication of the number of QTL detected in HP vs. TVM and WUSA is that HP may be an excellent testing site for BSR resistance gene mapping. If HP is used, and the same resources are available, it could be advantageous to increase population size and reduce assessment time by omitting collecting data on infection type. All QTL for infection type were coincident with disease severity QTL, and all of them had a modest effect (maximum LOD 4.4; R2 max. 12.3). At the level of resolution afforded by a QTL mapping experiment, it is not possible to determine if this correlated response is due to pleiotropy or tight linkage. There is ample evidence for the existence of resistance gene clusters in plants (Chelkowski et al. 2003; Williams, 2003), and for the occurrence of quantitative and qualitative resistance genes within such clusters (Wisser et al., 2005). The BSR QTL that were targets of this investigation are located in regions of the genome where other resistance genes are found (Toojinda et al. 2000; Hayes et al. 2003). Of particular interest is the presence of previously mapped BSR resistance QTL in the same region in this and other germplasm (Toojinda et al. 2000) as two well-characterized powdery mildew resistance loci: the Mia locus on IH and the mb locus on 4H. This association of resistance QTL and mildew resistance prompted us to determine if either Mia or mb resistance alleles were present in BCD47 and/or Baronesse. BCD47 had not been characterized for its response to specific isolates of mildew. Baronesse is reported to 47 carry the M1a3 resistance alleles (Hovmøller et al. 2000; Dreiseitl, 2003), analysis of its pedigree (Mentor/Minerva//mutantVadal///Carlsberg/Union!//Opvasky/Salle//Ricardo///// OriolI6 1 53P40) reveals that Mentor, Carlsberg, Oriol and Ricardo parents are reported to carry M1a12, M1a8, M1a7 and M1a3 alleles, respectively (www.scri.sari.ac.uk!cprad). The differential reaction of the parents to inoculation with isolates Bgh 5874 and A27 confirmed the susceptibility of BCD47 and the resistance of Baronesse (Fig. 3). The progeny had nearly identical infection types to inoculation with the two isolates and mapping of the resistance, either as a QTL or as a Mendelian gene, positions the gene at the reported position of the Mia locus on 1H (Figure 1). The natural occurrence of a mildew epidemic at HP allowed rating of the population for mildew disease severity, which revealed two QTL and the presence of resistance alleles in both parents. There are no reports of mildew resistance, either qualitative or quantitative, at 2H(b) QTL. Based on visual alignment of linkage maps, the QTL on chromosome 7H(b) appears to be located in the same region as the Mlf gene (SchOnfeld et al. 1996) and a powdery mildew resistance QTL in H. vulgare spp. spontaneum (Backes et al. 2003). We were also able to capitalize on natural infection with leaf rust. Although the disease pressure was low and both parents had similar levels of resistance, we were able to map two QTL. The two QTL, with contrasting favorable alleles, interact in an epistatic fashion and this may account for the preponderance of resistant lines in the population (e.g. '-25% of the population has susceptible alleles at both loci and thus a susceptible phenotype). The QTL on chromosome 3H appears to be located in the same region as RphlO (Feuerstein et al. 1990), although a lack of common markers precludes to say if 48 the QTL and the major gene are coincident or are tightly linked. The QTL on 7H(b), which accounted for 31% of the phenotypic variance, it is located in the same region as the RphX gene mapped in Cali-sib and Shyri (Hayes et al. 1996; Toojinda et al. 2000). Also mapping to this region are RphQ9, a QTL with race specificity (Qi 1999; Lindhout, 2002), and Rph3 (Park and Karakousis, 2002). The array of germplasm included in the study consists primarily of genetic stocks with varying numbers of BSR QTL resistance alleles at the chromosome 1 H, 4H, and 5H QTL alleles and a major gene allele for resistance on 7H. We also included susceptible parents of resistant x susceptible mapping populations (Harrington, Galena, and Baronesse) in this array, although we subsequently discovered that Baronesse has resistance alleles with minor effect QTL (Vales et al. 2005). We also included C110587, donor of a qualitative resistance gene on 7H. Our rationale was that one or more of the genetic stocks would be diagnostic of a shift in virulence that would reveal race-specific QTL. C110587 showed the most dramatic change in phenotype, with a 60% disease severity rating in HP2000 vs. 0% in TVM2000 (Castro et al. 2003 a). The same response is seen in the USA and this level of resistance has been maintained in both countries since that time. The disease severity of C110587 was only 20% in HP2004. This discrepancy merits further study, since the 0 60% difference in disease severity suggests a "defeat" of a major gene by a new race whereas a 20% increase in disease is more indicative of a resistance gene behaving as a major gene in response to one race and as a QTL to another race, a phenomenon reported in rice with bacterial blight (Li et al. 1999). 49 When the resistance stocks were grouped by the number of resistance QTL alleles they are known to carry and then compared, every line had significantly lower disease seventies than the 0-QTL allele group and the susceptible varieties (which included Baronesse for reasons described previously) (Fig. 5). This is evidence for the continued utility of this germplasm as donors of resistance genes. There was a tendency toward increasing levels of resistance when more QTL alleles were pyramided per line, as reported by Castro et al (2003a), although with the HP data from 2004, the differences were not notable and they were not significant. Of particular interest are the lines with 7H qualitative resistance gene from C110587. When deployed in C110587 at HP, this gene did not confer an acceptable level of resistance in 2000 and significantly more disease was observed in 2004 than expected, based on prior ratings in Mexico. However, when deployed in combination with quantitative resistance alleles at 1H or 4H+5H it led to some of the lowest levels of disease severity. From a practical standpoint, the ORO population was useful since BCD47 also contributed leaf rust and mildew resistance genes. Interestingly, Baronesse, of European origin, and considered susceptible to BSR, also contributed resistance alleles effective in the Andean environment. Of the two parents, it was the most resistant to leaf rust and mildew and thus may contribute useful genes. The presence of positive and negative transgressive segregants is reported in many disease QTL studies and thus the contribution of positive alleles from "susceptible" parents is not entirely unexpected (Hayes et al., 2003). The availability of genotype and phenotype information on this population can be very useful. For example, as shown in Figure 6, ORO DH line 19 has 50 resistance to all three diseases under field conditions in Peru and the Baronesse resistance gene at the Mia locus. The graphical genotype shows that this genotype carries expected parental alleles at all marker loci for barley stripe rust resistance QTL. Figure 6: The graphical genotype of ORO-019 at barley stripe rust, barley leaf rust and powdery mildew QTL and Mla locus at Huancayo, Peru 2004. Barley stripe rust QTL 3H(*) 4H 6H 7Ha 7Hb H Severity 15 % I I BCD47 I I Baronesse (*) The split panel for 3H indicates contrasting alleles at the loci flanking the QTL peak. There was a crossover between the markers flanking the 3H QTL, which may assist in future efforts for finer mapping of this locus. ORO-19 does not have the target smalleffect QTL at the 7H(b). This line carries the contrasting target alleles at the two barley leaf rust QTL and the predicted favorable allele at the barley powdery mildew QTL on 7H(b). It is only lacking the favorable allele at the 2H(b) QTL; this could be remedied in a subsequent cycle of crossing. Such knowledge will be very useful in introgression resistance genes from BCD47 and Baronesse into locally adapted material. 51 In conclusion, this research was useful in confirming the value of quantitative stripe rust resistance genes that we have mapped and introgressed, via MAS, into North American germplasm. These resistance genes were discovered through collaborative efforts with the ICARDA/CIMMYT program and National Program scientists in the Andean region. Calicuchima sib and Shyri, for example, were identified as resistant and released in the Andean region. It is thus fitting that these genes are returned to the Andean National Programs, with value added via marker information that will allow for their efficient introgression. resistance. Optimistically, this will lead to high levels of durable However, vigilance and continued gene discovery and introgression are essential, because what appears to be a non-race specific QTL today may, in the face of new virulence, become a "defeated" major gene, or vice versa. Considered in the context of our previous research with these genes, we conclude that the optimum defense strategy will be based on marker-assisted pyramiding of multiple quantitative and/or qualitative resistance genes. 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Harrington and J. Dubcovsky. 2002 Cereal genes similar to Snf2 define a new subfamily that includes human and mouse genes. Molecular Genetics and Genomics 268: 488-499. Yi, G., S.K. Lee, Y.K. Hong, Y.C. Cho, M.H. Nam, S.C. Kim, S.S. Han, G.L. Wang, T.R. Hahn, P.C. Ronald and J.S. Jeon. 2004. Use of P15(t) markers in markerassisted selection to screen for cultivars with resistance to Magnaporthe grisea. Theoretical and Applied Genetics 1 09(5):978-985. 57 Young, N.D. 1996. QTL mapping and quantitative disease resistance in plants. Ann. Rev. Phytopathology 34:479-501. Zeng, Z.B. 1994. Precision mapping of quantitative trait loci. Genetics 136:1457-1468 58 General Conclusions Quantitative trait locus (QTL) mapping has been a widely-used tool in plant genetics research. The usefulness of the technique has been questioned on the grounds of bias attributable to population size. Linkage disequilibrium approaches to gene detection in germplasm arrays are currently the focus of intensive research because they do not require the time and resources necessary for structure population development and assessment. The results of this research demonstrate that a structured mapping population can have long-term utility. The ORO population was developed primarily for determining the effects of population size on the estimates of barley stripe rust resistance QTL number, location, effect, and interaction. In this research, the ORO population was grown in a field experiment at Huncayo, Peru and in a controlled environment experiment at Ames, Iowa. The goal of the Peru experiment was to answer the question "are the same stripe rust resistance QTL, different QTL, or no QTL detected when the population is challenged with a putative new race of the pathogen?" In the course of the experiment, we were also able to rate the population for reaction to natural infection with two other diseases leaf rust and powdery mildew. As an adjunct to this mapping population experiment, we included an array of barley genotypes of known stripe rust resistance gene architecture in order to compare their disease levels across environments. The goal of the Iowa experiment was to determine if the parents contrasted for their reaction to specific 59 mildew isolates diagnostic for the Mia and mb loci so that this polymorphism could be mapped in the ORO population. This research was prompted by the observation that two well-characterized mildew resistance genes - IvIla and mb - are in the proximity of stripe rust resistance QTL we have mapped in the ORO population (4H, mb) and in the Shyri x Galena population (1H, Mba). Baronesse was reported to carry Mla resistance; the mildew resistance of BCD47 was unknown. Key results of these two experiments Stripe rust * The same stripe rust resistances QTL were detected at Huancayo, Peru that had previously been mapped in the Toluca Valley of Mexico and at Mount Vernon and Pullman, Washington. Even if there is new race of stripe rust in Peru, at least the mapped QTL are still effective. * There were some differences in the significance and magnitude of stripe rust resistance QTL across the different environments: this could be a consequence of the small population size or it could indicate a degree of QTL: race specificity. * The chromosome 4H resistance QTL has the largest effect in all environments. Higher marker density has not improved QTL resolution, suggesting that there may be multiple linked QTL in this region. * The higher stripe rust disease severity for C110587 in Peru vs. Mexico is indirect evidence for different pathogen races at the two locations. Based on a 60 comparison of disease seventies in the two environments from 2000, it would appear that the major gene in C110587 was defeated in Peru. Based on a comparison of disease seventies in the two environments in 2004, it would appear that the major gene is now a QTL in Peru. * The major gene, when present together with quantitative resistance alleles, appears to still have some effect since the highest levels of stripe rust resistance were seen in genotypes that are pyramids of multiple resistance genes. * In general, information on the number and location of stripe rust resistance genes is predictive of their resistance phenotype, but there were some notable exceptions, suggesting that there are still uncharacterized resistance genes in this germplasm. Leaf rust * The ORO population is a resource for leaf rust resistance gene mapping and both parents contribute favorable alleles. These alleles interact in an epistatic fashion such that either resistance allele gave a quantitatively resistant phenotype. Higher levels of disease were observed when there were susceptible alleles at both QTL. * The map positions of the leaf rust resistance QTL are in proximity with qualitative leaf rust resistance genes. 61 Mildew * The use of diagnostic isolates confirms the Mia resistance in Baronesse. * At Huancayo, the Mia locus was not a determinant of mildew reaction. Instead, QTL were mapped where, as in the case of leaf rust, both parents contributed resistance alleles determinants of resistance. * The map position of one QTL is in proximity with a qualitative resistance gene. At the other QTL, there are no reports of mildew resistance genes. Recommendations for future research Ideally, a balanced data set should be generated that would involve field assessment of stripe rust resistance in the full ORO mapping population and the germplasm array in Peru, Mexico, and the USA. In each environment, the pathogen race composition should be determined. The same individuals should perform disease ratings in all environments and to the extent possible, the effects of other diseases and environmental factors should be minimized. The germplasm array should be genotyped at all quantitative and qualitative resistance gene positions. This will provide better estimates of the effects of gene pyramiding and facilitate resistance gene introgression. 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Cell-autonomous expression of barley Mia 1 confers race-specific resistance to the powdery mildew fungus via Rar 1-independent signaling pathway. Plant Cell 13:337-350. 77 Appendix 78 Table Al. Barley stripe rust severity for 23 accessions evaluated in Toluca Valley, Mexico 2000, Huancayo, Peru 2000 and 2004. Accession Harrington Galena Baronesse Calicuchima-sib Shyri Chromosome position of BSR resistance QTL (1) None None 2H, 5H, 7H (2) 4H, 5H, 6H, 7H 1H,2H,3H,6H MEXICO 2000 PERU 2000 PERU 2004 77 86 40 72,5 95 50 76 84 70 20 60 20 0 0 0 0 60 20 (2) (3) (4) C110587 7H D1-72 1H 15 20 7.5 D3-6 Urea 7H 4H, 5H 0.1 NA 7.5 17 72 18.8 19 43 20 BCD47 BCD12 3H(2), 4H, SH, IH 30 60 25 D3-6/B-23 D3-6/B-61 7H 7H 111, 7H 7.5 30 15 5.8 70 15 0.1 0 5 IH, 7H IH, 7H 4H, 5H, 7H 0.4 0.1 10 0.4 0 10 8.4 20 25 411, 5H, 7H 1.7 0 7.5 4H, 5H, 7H 4H, SH, 7H 3.4 10 12.5 0.1 0 7.5 411,511, 7H 0.1 0.1 0 0 0 2.5 0 0.1 5 UPS 19 UPS 66 UPS 78 AJU 44 AJO 59 BU 16 BU 27 BU37 BU 38 BU45 4H, 5H, 7H 4H,5H,7H (1) Largest effect QTL are shown in bold and putative major gene in bold-italic. (2) Toluca Valley, Mexico (ICARDA/CIMMYT) (3) Huancayo, Peru (USDA Barley Stripe Rust Screening Nursery) (4) Huancayo, Peru (Universidad Nacional Agraria La Molina) 79 Table 2A. Primer sequences for expressed sequence tag (EST)-based marker loci; sequence tagged site (STS) from GrainGenes and TIGR, in the ORO (BCD47 x Baronesse) population, listed in linkage map order. Locus Chrom *k0443 5 1 H *k035 12 IH *k08433 1 H *k08302 1 H *k0625 7 1 H *k0426 1 1 H Forward primer TTTCCGGGATAAGAGTGTGC CATCCCGACAGAAGCAAAAT TACTGGTCTTGGATGCGACA Reverse primer CGACTCGGTTGTTTGCTACA TACCTACCAGTGACCCCTGC *k03 878 1 H *k00688 *k04489 3H 3H 3H 3H 4H 4H AACATGCATGGTGACAAGGA TAGCCTGGCAGCTTTCTGTT GTGGGCATGAAGAACGCTAC AGGCACAGGCTCTTTTGCTA ACACGGTCCATGGAAGAAAC AACGTAACAACCGAACGCAT CTTTGCATGGCTGATGAAGA GCGCCAAATCTGATAGCACT CATTGATTGACACCACCAGC CATCCATCAACGTCCTCCTC AGGTGCTAGACGGTTTCCCT AAGGGCTTCGTCAATGTTTG CTACTTCCCCCGTTTCGAC CGAAGTGGTTCCATGGAGTT GAGCCTTGCTACTGAATGGG CATAGATGGGCCCTTGAAGA ATCACGACTGCTCCAATTCC CAATCTGATGGGGAGCACTT baal29j 18 4H TGTTGATGAATCGCTCTTGC CACAACAACCACTACGACGG ABG54 4H 4H 7H GTGCTTGGCGGTCGACCAGT AGGCACACAAGCAACAACAG TTTCGGTTTCTTGGAAATGG GATGTCCAACGGTGGCTTGA GTTGTGAGCCATCGTGAAGA AGCTGCTGGAAGGTGAACTC *k07339 *k00088 *k02892 *k033 52 *k07229 TC493a GAACGACAAAGATGATGGCA GGCACACATTTACCAAGTGC GGGAATTTTCTCCGTTTGGT