878 Resistance of graft-compatible and graft-incompatible Pseudotsuga menziesii rooted cuttings to Phellinus weirii 1 JAMES A. ENTRY Department of Forest Science, Oregon State University, Corvallis, OR 97331, U .S .A . AND NAN C. VANCE AND DONALD L. COPES Pacific Northwest Research Station, Forestry Sciences Laboratory, 3200 Jefferson Way, Corwillis, OR 97331, U.S.A. Received June 23, 1993 Accepted October 12, 1993 ENTRY, J.A., VANCE, N.C., and CoPES, D.L. 1994. Resistance of graft-compatible and graft-incompatible menziesii rooted cuttings to Phellinus weirii. Can. J. For. Res. 24: 878-881. Pseudotsuga One-year-old rooted cuttings taken from 23- and 26-year-old graft-compatible and graft-incompatible Pseudotsuga menziesii (Mirb.) Franco were inoculated with one of three isolates of Phellinus weirii. After 20 months in a green­ house, infection frequency and severity were significantly greater in the graft-incompatible cuttings. Cellulose con­ centration in the root tissue was higher in graft-incompatible than graft-compatible cuttings. Concentrations of lignin, phenolic compounds, and tannins were higher in graft-compatible than graft-incompatible cuttings. Cellulose concentration had a positive linear correlation (r2 = 0.84) with the P. weirii infection rating. The concentration of phenolic compounds and lignin in secondary root tissues was negatively correlated with the infection rating (r2 = 0.73 and 0.84, respectively). The lignin/cellulose and phenolic/cellulose ratios were negatively correlated with the infec­ tion rating of P. weirii infection in a linear relationship (r2 = 0.82 and 0.77, respectively). W hite-rot fungi cannot use tree defense compounds, such as lignin and phenolics, as the sole energy source; an alternate energy source is necessary to degrade these compounds. The lignin/cellulose and phenolic/cellulose ratios in the roots may be important measurements to explain the host-pathogen response of P. weirii infection. ENTRY, J.A., VANCE, N.C., et COPES, D.L. 1994. Resistance of graft-compatible and graft-incompatible menziesii rooted cuttings to Phellinus weirii. Can. J. For. Res. 24 : 878-881. Pseudotsuga Des boutures racinees d'un an prelevees sur des Pseudotsuga menziesii ll.ges de 23 et 26 ans compatibles et incompatibles au greffage furent inoculees avec un des trois isolats de P hellinus weirii. Apres 20 mois en serre, Ia frequence et Ia severite de !'infection etaient significativement plus elevees chez les boutures incompatibles au greffage. La concentration de cellulose dans les racines etait plus elevee chez les boutures incompatibles au greffage que chez les boutures compatibles au greffage. La concentration de lignine, de composes phenoliques et de tannins etait plus elevee chez les boutures incompatibles au greffage que chez les boutures compatibles au greffage. La concentration de cellulose etait positivement et lineairement correlee (r2 = 0,84) avec le degre d'infection par P. weirii. La concentration de composes phenoliques et de lignine dans les racines secondaires etait positivement cor­ relee (r2 = 0,73 et 0,84, respectivement) avec le degre d'infection. Les ratios lignine/cellulose et phenols/cellulose etaient negativement correles (r2 = 0,82 et 0,77, respectivement) avec le degre d'infection par P. weirii selon une rela­ tion lineaire. Les champignons de carie blanche ne peuvent utiliser les composes impliques dans les mecanismes de defense chez les arbres, tels Ia lignine et les phenols, comme seule source d'energie. Une autre source d'energie est necessaire pour degrader ces composes. Les ratios lignine/cellulose et phenols/cellulose dans les racines pourraient etre des indices importants pour expliquer les reactions hote-pathogene dans le cas de !'infection par P. weirii. Introduction Phellinus weh·ii (Murr.) Gilb., the fungus that causes lam­ inated root rot, is one of the most damaging forest tree dis­ eases in the Pacific Northwest and has been estimated to 6 3 cause timber losses of 4 .4 X l 0 m ·year -J (Nelson et a!. 1981). The disease spreads when uninfected roots contact roots of infected trees or stumps (Wallis and Reynolds 1965; Nelson 1980). Phellinus weirii can remain infective in buried stumps and roots for as long as 50 years (Hansen 1979). Phellinus weirii can infect nearly all c onifers, but some species are more susceptible than others. Pse udotsuga menziesii (Mirb.) Franco is highly susceptible. Graft unions of compatible trees show less cell necrosis, suberization, and walling off of cells of different genotypes than graft unions of incompatible clones, which are char­ acterized by a strong, well-defined cell necrosis and walling­ off process (Copes 1970). We hypothesized suberization and the walling-off process to be disease resistance processes 1Author to whom all correspondence should be addressed. Printed in Cnnndn I lmprimC llU Conadn (Vance et a!. 1980). The mechanism responsible for internal menziesii may be ini­ graft-incompatibility symptoms in P. tiated by the same cellular process that protects trees from disease. Teasdale et a!. ( 1974) found disease resistance and cellular-incompatibility responses in other plants to be sim­ ilar processes. If the mechanism is the same, clones clas­ sified as graft incompatible may be more resistant to fungal diseases than graft-compatible clones because of their abil­ ity to initiate a stronger suberization reaction in cells attacked by the fungus. The objective of this study is to determine (i) if rooted cuttings of graft-compatible P. menziesii clones are more susceptible to P. weirii than rooted cuttings of graft-incompatible clones and (ii) to determine if there are differences in tree defense compounds between the com­ patible and incompatible clones that might account for dif­ ferences in resistance to P. weirii infection. Methods Seedling growing conditions In 1987, cuttings of five highly graft-compatible and five highly graft-incompatible P. menziesii clones of Willamette Valley and 879 ENTRY ET AL. Siuslaw National Forest origin (Copes 1981) were rooted at the USDA Pacific Northwest Forestry Sciences Laboratory, Corvallis, Oreg., using propagation procedures described in Copes (1970). Cuttings were taken from 23- to 26-year-old trees. In October 1989, cuttings were transplanted into 500-mL potting contain­ ers containing equal volumes of perlite, vermiculite, and peat moss. Cuttings were grown in a temperature controlled green­ house for 20 months (October 1989 to June 1991) and watered daily. Average photon flux density at summer maximum (measured 2 June 23, 1987, from 11:00-17:00) was 700 11mol·rn- ·s-1, and average day:night temperatures were 24:23°C. Cuttings were fertilized quarterly with Arnon's solution (Arnon and Hoagland 1940). At potting, the seedlings were inoculated with P. weirii as described below. Study design The study was arranged in a split-plot factorial design. Main plots were graft-compatible and graft-incompatible clones. Subplots were P. menziesii clones and P. weirii isolates. A total of 240 cuttings included 210 cuttings inoculated with P. weirii plus 30 uninoculated controls. There were 115 cuttings in each main plot treatment. Each of the 10 P. menziesii clones was inoculated separately with each of the three P. weirii isolates and replicated seven times. There was one control for each P. menziesii clone X P. weirii isolate, e.g., three control inoculations per clone. Inoculation of cuttings Three P. weirii isolates were grown on 3% malt agar. Isolates MPTR and WC5 were donated by Everett M. Hansen, Department of Botany, Oregon State University, Corvallis, and were isolated by Pete Angwin (Angwin 1989). Isolate MP l was obtained from Earl Nelson, Pacific Northwest Research Station, Corvallis, Oreg., and was isolated from a P. weirii infected stump on Mary's Peak, Oregon. Ten blocks of Alnus rubra Bong., 3 em in diameter X 10 em long, were washed, and placed in each 0.89-L container with 50 mL of malt extract broth medium. The blocks and broth medium were autoclaved at 123°C for 60 min at 140 kPa and left to cool. Three 20 rom diameter fungal plugs from 3% malt agar colonized by one of the P. weirii isolates were placed on each block (30 in each 0.89-L. container) of A. mbra under a laminar flow hood. Blocks were incubated for 6 months. All blocks used for inoculation were well colonized by P. weirii. Inoculation procedures followed the method described by Hansen (1986). A. P. weirii colonized block was fastened with two 0.5 em wide rubber bands to the primary root of each cut­ ting. Uncolonized A. mbra blocks were attached in similar fash­ ion to the primary roots of the controls. Care was taken not to wound roots. Twenty months after inoculation, cuttings were removed from the containers and roots carefully washed with tap water and then distilled water. Root sections from five roots, approximately 2.5 em long, were excised from each cutting and surface disin­ fected by immersion in 3% Hz02 for 10 min and in LpH (Vestal Laboratories, St. Louis, Mo.) for I 0 min. The root sections were placed on Goldfarb's medium (Goldfarb 1986) in separate 60-mL test tubes.· Inoculum blocks were split in half and assayed for P. weirii using the same procedure described above. Phellinus weirii was recovered from each inoculum block after immer­ sion in 3% H202 for 10 min and for 10 min in LpH, then placed in Goldfarb's medium in test tubes. Identification of P. weirii was confirmed by the presence of setal hyphae. Each cutting was rated by (i) infection rating and (ii) infection percentage (percentage of roots infected). Infection ratings were scored as 0, living and uninfected; 1, living and infected; and 2, dead and infected. Infection percentage was scored as 1, infected or 0, uninfected. A cutting was considered infected if P. weirii was successfully recovered frorn root tissue in test tubes. Infection per­ centage was computed from the number of cuttings infected with P. weirii divided by the total number of cuttings. TABLE I. Comparison of Phellinus weirii inoculated cuttings of graft-compatible and graft-incompatible 32-month-old P. menziesii clones and controls for root, shoot, and total biomass and shoot/root ratio Biomass (g dry weight/ Graft compatibility Shoot Root Total Shoot/root Inoculated Graft compatible Graft incompatible 2.28a 1.48b 1.90a ! .23b 4.18a 2.68b 1.23a 1.18a Uninoculated controls Graft compatible Graft incompatible 2.42a I.52b 2.06a 1.3 l b 4.48a 2.83b 1.17a 1.16a Nam: In each column, values followed by the same letter are not significantly dif­ ferent (p > 0.05) as determined by Fisher's protected least significant difference test. Biomass analysis At harvest, all cuttings were dried at 80°C for 48 h. After reisolation procedures, oven-dry weights of each root and shoot were recorded separately and then added to determine total dry weight of each tree. Shoot/root ratios were calculated by divid­ ing shoot dry weight by root dry weight. Fresh secondary root tissue of uninoculated control cuttings of each P. menziesii clone was dried at 70°C for 48 h and ground to <I rnm mesh. A 0.2-g subsample was used for carbon frac­ tionation analysis following the method of McClaugherty et a!. (1985) and Ryan et a!. (1990). Soluble waxes, fats, and oils were removed using a series of dichloromethane washes (Technical Association of the Pulp and Paper Industry 1976), and water­ soluble phenolics were removed with hot water (Technical Asso­ ciation of the Pulp and Paper Industry 1981). Cellulose and lignin were determined using the methods described in Effland (1977) and measured using the Polin-Denis procedure (Allen et a!. 1974). Hot water extractable tannins were measured using methods described by Allen et a!. (1974). Statistical analysis All data, except that for infection percentages, were normally distributed. Log transformations of infection ratings and infection percentage were performed to normalize data. Data were sub­ jected to analysis of variance for split-plot factorial experiments (SAS Institute Inc. 1982). Residuals were equally distributed with constant variance. Contrasts on preplanned comparisons among individual treatment means were computed with Fisher's protected least significant difference (LSD) test at p :<:; 0.05. Because ANOVAs for all data did not indicate significance in the interactions of graft compatibility X P. menziesii clone X P. weirii isolate, P. weirii X graft compatibility, or P. weirii X P. menziesii clone, only differences between graft-compatible and graft-incompatible cuttings will be discussed (Snedecor and Cochran 1980; Steel and Torrie 1980). All means are presented in the text as untransformed numbers. Correlations from regres­ sion by least squares were analyzed using P. weirii infection rating or infection percentage as they (dependent) variables and root biochemical parameters as the x (independent) variables based on 21 replicates. Results Twenty months after inoculation, shoot, root, and total biomass were significantly (p < 0.05) greater in graft­ compatible than graft-incompatible cuttings (Table 1). How­ ever, there was no significant difference in shoot, root, total biomass, and shoot/root ratios between P. weirii inoculated cuttings and controls (of either graft type). Cellulose concentrations were higher in secondary root tissue of graft-incompatible than graft-compatible cuttings 880 CAN. J. F OR. RES. VOL. 24, 1994 TABLE 2. Biochemical analyses of secondary roots of uninoculated graft-compatible and graft-incompatible P. menziesii cuttings Graft compatibility Cellulose" Lignin" Phenolicsb Tanninsc Cellulose/ lignin" Graft compatible Graft incompatible 32.58b 45.63a 37.07a 31.69b 20.69a 12.5Gb 0.50a 0.38b 0.88b 1.43a Nom: In each column, values followed by the same letter are not significantly different protected least significant difference test. (p > Cellulose/ phen )ic" 1.57b 3.65a 0.05) as detennined by Fisher's "Percent dry weight of root tissue. 6Equivalent phenol units per gram root tissue. ''Equivalent tannin units per gram root tissue. "Percent cellulose per gram root tissue I percent lignin per gram root tissue, 'Percent cellulose per gram root tissue I equivalent phenol units per gram root tissue. TABLE 3. Infection of 32-month-old graft-compatible and graft­ incompatible P. menziesii cuttings 20 months after inoculation with three separate P. weirii isolates Graft compatibility Infection percentage Mean infection rating Percentage of trees living Graft compatible Graft incompatible 39b 74a 0.76b 1.47a 63a 36b NoTE: All interactions of the variables and P. weirii isolate were not significant in the ANOVA (p > 0.05). Graft compatibility was the only significant variable. In each column, values followed by the same letter are not significantly different as detcmlined by Fisher's protected least significant difference test (p > 0.05). whereas concentrations of lignin, phenolic compounds, and tannins were lower (Table 2). The lignin/cellulose and phenolic/ cellulose ratios were higher in secondary root tissue of graft­ compatible than graft-incompatible cuttings. Twenty months after inoculation, both infection percent­ TABLE 4. Coefficients of determination (r2) of infection percentage and infection rating by P. weirii with biochemical parameters measured in root tissue of 32-month - o l d cuttings f r o m graft-compatible a n d graftincompatible P. menziesii (n = 21) Parameter Infection percentage Infection rating Cellulose Lignin Phenolics Tannins Lignin/cellulose Phenolic/cellulose Tannin/cellulose Root biomass Total biomass 0.84* 0.75 0.73* 0.21 0.76* 0.83* 0.46 0.03 0.04 0.84* 0.84 0.73* 0.20 0.82* 0.77* 0.45 O.G3 0.05 •Indicates significance nt 0.001. age and infection rating were higher in the graft-incompatible cuttings. A significantly greater percentage (p $ 0.05) of graft-compatible cuttings tested survived (Table 3). For the 10 clones, there was no correlation between infection per­ phenolic ratios were lower in the more resistant graft­ compatible cuttings, indicating proportionally less substrate centage or infection ratings and root, shoot, or total biomass. more carbon allocated to tree defense as lignin, phenolics, and pounds in secondary toot tissue of P. men zies ii cuttings The concentration of cellulose, lignin, and phenolic com­ tannins. The cellulose/lignin and cellulose/phenolic ratio correlated linearly with the percentage of trees infected and were linearly correlated with infection percentage and with the infection rating (Table 4). The concentration of cellu­ the infection ratings. Several studies have found that lignin can only be metabolized when an alternate carbon source lose was positively correlated and phenolic compounds and such as cellulose, hemicellulose, or sugars is present (Kirk et a!. 1976; Ulmer et a!. 1983; Leatham 1986; Otjen and Blanchette 1985; Leisola et a!. 1983). lignin were negatively correlated. Lignin/cellulose and phenolic/cellulose ratios were negatively correlated with both infection rating and infection percentage (Table 4). Discussion Thirty-two months after rooting, the graft-compatible cut­ (cellulose) available for fungal metabolism and growth and These results indicate that infection may be related to the amount of energy available from the cometabo!ized sub­ strate (cellulose) in relation to host defense compounds (lignin and phenolics). If infection is to occur, P. weirii tings were larger than graft-incompatible cuttings. The infec­ must grow from the inoculum block and colonize the host tion percentage and the infection rating were higher in the root. The energy base (inoculum block) was the same for smaller, graft-incompatible cuttings. This may be related to size. However, when analyzed across all data, root or total biomass did not correlate with P. weirii infection percentage cellulose and phenolics/cellulose were related to P. weirii of the infection rating (Table 4), indicating that seedling all inoculations, suggesting the concentrations of lignin/ infection. Entry et al. ( 199 1) found that Armillaria ostoyae (Romagn.) Herink infection was related to the ratios of size was not a significant factor in P. weirii infection. The concentration of cellulose, an energy source most energy from sugars : energy required for lignin degrada­ 1988; Kirk infection. Graft-incompatible cuttings may allocate more fungi require to degrade lignin (Blanchette et al. and Farrell 1987), was higher in the more infected graft­ incompatible cuttings. The concentrations of tree defense tion. Similar energy relationships may also influence P. weirii carbon to cellulose and less carbon to the shikimic acid compounds, such as lignin, phenolics, and tannins (Vance et a!. 1980), were higher in the more resistant graft­ pathway that produces defense compounds such as phenolics and lignin. The relationship between lignin/cellulose and phenolic/cellulose and P. weirii is linear. The correlation compatible cuttings. The cellulose/lignin and cellulose/ between phenolic/sugar and lignin/sugar in root bark tissue ENTRY ET AL. and A. ostoyae infection was also linear (Entry et al. 1992). Although more work is necessary, the lignin/cellulose and phenolic/cellulose ratios in roots may be useful measure­ ments to predict the susceptibility of trees to infection by P. weirii. Presently, there is no method of measuring tree susceptibility to P. weirii attack, other than susceptibility ratings among various western conifers (Hadfield 1985; Hadfield et al. 1986). The phenolic/cellulose an d lignin/ cellulose ratios may provide dependable parameters of host resistance to P. weirii. One objective of this study was to determine if g r af t ­ incompatible P. menziesii clones were more resistant to P. w eirii than graft-compatible clones. Surprisingly, study results indicated that the reverse was true. Clones with the lowest ability to form compatible grafts with other P. men­ ziesii types were the least able to resist P. weirii attack. The process responsible for graft r ejec tion apparently is not the same for regulating P. weirii resista nce . 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