SS BLACELINE AND ROOTROTS OF PERSIAN WALNUT IN OREGON by P. W. Miller, J. H. Painter, & C. 0. Rawlings Miscellaneous Paper 55 March 1958 Agriculture Experiment Station Oregon_ptate College Corvallis, Oregon BLACKLINE AND ROOTROTS OF PERSIAN WALNUT IN OREGON* Table of Contents Introduction • **** • ****** ••• ••■ •• ••• • • • •• a** • • History and Symptoms of Blackline, ••• •• History . • , . Symptoms. . • . • •• • Survey Procedure • Page 1 • ••• ei • • Y• • • 0 • a• • 1 1 •••• •• • • • • 3 Relation of Occurrence of Blackline to Various Factors • ■ • ••• • • Kind of rootstock . . • •• • . • 6 • • • • •• ••• • a a Scion variety . . . . • • ** • • • • •• a a a • • Tree trunk diameter • • • •••• •••• • **** • • • • Soil series . . . . . . • •• • * a • • • *** ••• • Height of graft union . . . . . * • ** • • a • • Interaction of tree trunk diameter, soil series and incidence of blackline . . • ********** • • • • 5 5 6 6 7 7 Comparison of O ccurrence of Blackline in 1950 and 1956 . 8 • ***** • •0 A • • a • • Time Required for Affected Trees to Become Unproductive. . Types of Rootrots on Persian Walnut Mushroom rootrot. . • a a Crown rot • Phytophthora rootrot. • • • • . *** • • . . • • • • •• 9 • • • • • • • • • ••• . . . • • • • 7 ** Relation of Occurrence of Rootrots to Various Factors • •• Kind of rootstock * • ••• • • •• • • • O 1a • •• • •• Trunk diameter. • . . a • I . • . • . O f •• • a ••• • Soil series . • • • • •• • 414 a • •• • • a • • • • ••• • 10 10 11 12 13 13 15 15 Discussion •• • • • • • • • * I* • •• • 16 •• Decline and death of Persian walnut trees in relation to blackline ***** . . • • • • • • V • • • • a 16 Blackline causal theories • •• • • • •••••• • • • ••• • 18 Methods used to save trees affected with blackline. . .... . . 23 Decline and death of Persian walnut trees in relation to rootrots • . . . . • • ••• 27 Summary. . o • . .• • • • ■• ***** a• • . 6 • a Literature Cited • • • • • • • • ******** • • • * • • • • • • a • a • • • 28 • . 30 Acknowledgements: To walnut growers who cooperated in these studies by making their orchards available for survey. To Dr, H. E. Hammar for making chemical analyses of walnut bark samples. BLACKLINE AND RooTRas OF PERSIAN WALNUT IN OREGON By P. W. Miller J. H. Painter and C. 0. Rawlings Introduction In a considerable number of ualnut orchards in Oregon, many trees are declining and dying. Symptoms of decline range from the dying of small shoots and branches to the death of whole trees. A preliminary survey in 1948-49 indicated that a disorder popularly known as blackline and rootrots of various types were primarily responsible for this decline. To determine the extent of these disorders and the conditions under which each occurs, a tree-bytree survey of a number of widely separated orchards on the most prevalent soil series in western Oregon was begun in 1950 and has been carried on yearly through 1956. Results of the survey and a general discussion of blackline and rootrot diseases follow. History and Symptoms of Blackline History. The first report of blackline in Oregon was made by Trunk (2L.) in 1932 at a meeting of Oregon walnut growers. As early as 1926--when the trees were about 16 years of age--he observed suckers coming from Hinds black walnut (juplans hindsii (Jeps.) Jeps. rootstocks on which scions of the Persian walnut variety Franquette Plant Pathologist, Horticulturist and Extension Horticulturist respectively. had been grafted. Investigation showed a narrow band of brown or black tissues at the graft union resulting in a girdle. In 1933, Schuster and Miller (17) described this disorder in more detail and reported unsuccessful attempts to isolate a causal organism. Blackline has since been discussed by a number of walnut growers and investigators at meetings of Oregon walnut growers (10 11,12). Blackline also occurs in California, where it was reported first in 1932 by Trunk (24). In 1541, Smith (22) stated that blackline occurs in walnut orchards in only certain districts in California and only on Persian walnut varieties grafted on black walnut rootstocks. He stated that it occurred mostly on trees 20 years of age or older and was not confined to any one variety. In 1946, Davey (3) reported that blackline was in a number of orchards in an area near San Francisco Bay (Contra Costa, Santa Clara and Sonoma Counties). In 1955, R. J. Cotelli stated that blackline is most prevalent in the central coast area of California (Santa Clara, Contra Costa, and Napa Counties) and that it rarely occurs in southern California. Symptoms. The first symptoms of blackline are weak growth, sparse foliage, and yellowing and premature dropping of leaves from certain branches; death of the affected branches follows (Figure 1). Later, as the disorder progresses, additional branches on the same side of the tree die and finally the entire tree top dies. Failure of the newly formed wood (xylem) of the Persian walnut top to unite with the wood of the black walnut rootstock at the graft union causes girdling and From correspondence dated April 6, 1955. subsequent death of the branches (Figure 2). A dark-brown or black layer of corky tissue forms between the xylems of the rootstock and scion (Figure 3,A). At first, this layer is very narrow, but later it may become as much as * inch wide. t the beginning, only a sector of the trunk at the union may be involved but in subsequent years, the blackline gradually girdles the tree. As long as both the rootstock and top of the tree remain alive, annual layers of bark and wood continue to form from the cambium above and below the graft union. The original point of the beginning of the girdle may be hidden by these newly formed layers of bark and wood which meet but do not form a functional union. Trees affected with blackline generally have an apparently perfect union between the rootstock and scion for many years prior to the onset of the trouble. Then girdling occurs in the new wood; the wood formed previously is not affected (Figure 3,B). After blackline becomes well-established, a decay of the bark of the black walnut rootstock immediately beneath that part of the graft union affected by blackline frequently occurs. Survey Procedure Forty-five widely separated orchards including 13,121 trees were observed and mapped in the survey. A variety of soil series, ranging from lighter, deeper, valley-floor and river-bottom soils to heavier and shallower upland soils were represented. Approximately three-fourths of the trees examined were varieties of Persian walnut (Juglans regia L.) grafted on Hinds black walnut (J. hindsii (Jeps.) Jeps.) rootstocks. The remainder were engrafted Persian and black walnut seedlings and Persian walnut varieties grafted on J. nira L., J. real and hybrid (mostly Royal) rootstocks, respectively (Table 1). Nearly all grafted trees belonged to the Franquette variety, but a small number of trees of the Mayette and Parisienne varieties were present in a few orchards. All orchards but one were cleanly cultivated through the summer months; one was in irrigated grass sod. Some were fertilized with nitrogenous fertilizer. Eleven of the 45 orchards were re-surveyed each year from 1950 to 1956; most were re-surveyed at least five times, but 3 were surveyed only twice. Two of the orchards (Franquette on J. hindsii rootstocks and totaling 420 trees) were examined for blackline only in 1956, but trees were not measured. Re-surveying was done in an attempt to determine yearly increase in the incidence of blackline and length of time required for the affected trees to become unproductive and die. However, exact records were difficult to obtain as many growers removed the affected trees even before they became unproductive and, in some cases, planted new trees. Individual trees were ma pped on graph paper with symbols representing normal, declining, and dead trees, trunk circumference of trees and kind of rootstock. If the tree was grafted, the height above the ground of the graft union was plotted. The year decline was first noted, the portion of the tree top affected, extent of decline, and cause, if determined, were recorded on the map. l'Jhen the tree showed decline As the actual age of many trees could not be determined, trunk diameter was used as a criterion of relative size; the circumference of the tree trunk 2 feet above the ground was measured at the time the orchard was first mapped and the measurement converted to diameter by dividing by 3.1416. symptoms, it was examined for blackline or rootrot. To determine the presence of blackline, a small rectangular or triangular piece of bark is removed with a cleft-grafting chisel to expose the wood at the graft union on the declining side, If blac k line is present, a narrow layer or line of dark-brown or black tissues, up to i inch wide, occurs in the wood at the graft union at the interface of the xylem of the scion and the rootstock (Figures 3A, and 3B). Tree decline from rootrot was determined by removing the soil from the crown and large basal roots and examining for the presence of dead areas and fungus mycelium between the bark and wood. Small roots and rootlets were not examined for lesions because to do so was too time consuming and costly to be practical. If both blackline and rootrot were found on the same tree, the tree was recorded as affected with blackline only; in most cases, however, root or crown rot eventually develops following girdling from blackline (Figure Li ). Trees without decline symptoms in the tops were not examined for blackline or rootrot. Such a procedure might exclude early cases of blackline as many trees do net show decline symptoms until several years after the-disorder begins; were the early, undiscovered cases added, the incidence of blackline would undoubtedly be even greater than reported. Relation of Occurrence of Blackline to Various Factors Kind of rootstock. Blackline has been found only in Persian walnut trees grafted on J. hindsii or J. nigra rootstocks or on their hybrids or those of other black walnut species with these. Not a single case of From 1952 to 1955, all blackline determinations were made by the same individual. In other years, several other trained people assisted in the survey. -6- blackline has been found in any of the mapped Persian walnut trees grafted on Jo regia rootstocks (Table 1). Limited data suggest Persian walnut trees grafted on J. nigra rootstocks are not quite as subject to blackline as ones on J. hindsii rootstocks (Table 1); of 403 trees examined in 3 mapped orchards of the Franquette variety grafted on J. nigra seedling rootstocks, on Willamette and Olympic soils, 18,8% were affected with blackline as compared with 70.1% of 670 trees in 3 other orchards of the same variety of approximately the same age and on the same soil series but on J. *.•■••■■•■■■.•.e. in hdsii rootstocks. Scion variety. Blackline has been found in grafted trees of all commercial varieties grown in Oregon. However, trees of the Mayette variety do not seem to be as subject to blackline under Oregon conditions as those of the Franquette variety (Tables 1 and 2); only 2.8% of the trees examined in 5 mapped orchards of the Mayette variety grafted on J. hindsii rootstocks were affected with blackline as compared with 32.6% affected of trees of the Franquette variety in the same orchards, on the same rootstock, of approximately the same age and on the same soil series (Table 2). Limited data suggest also that trees of the Parisienne variety are also not as subject to blackline as trees of the Franquette variety (Table 2). In California, the Payne and Concord varieties , are reported to be most subject to blackline. Tree trunk diameter, Blackline was found in trees ranging from 3.3 to 29.3 inches in trunk diameter, being most prevalent in trees 9 to 19 inches in diameter. The greatest incidence of blackline (52.5%) occurred in the 11.1 to 13-inch trunk-diameter group (Table 3). During early life, the tree is in a highly vegetative condition. As fruiting becomes "heavier," vegetative growth declines and the tree becomes in- creasingly fruitful. Blackline usually develops during this period. After a walnut tree reaches 20 inches or more in diameter, it is less likely to become affected as shown br the fact that of 524 trees in 19.1 to 29-inch groups, only 26.7% had blackline compared with 52.5% in the 11.1 to 13-inch groups. Soil series. Blackline was found in Persian walnut grafted on black walnut rootstocks on all soil series (Table Lb). However, the incidence of blackline was definitely greatest on the Olympic soil series; 78.8% of the trees examined on this soil series were affected with blackline as compared with 36.1% of the tree., on Carlton and smaller percentages on other soil series. In the 4 orchards in the Olympic series having the highest incidence of blackline, 93.1% of the trees were affected, In the other 4 orchards on this series, 30.4% were affected. In the 3 orchards on Chehalis soil having the highest incidence of blackline, 27.9% of the trees were affected. In the other orchards on this series, 12.2% were affected with blackline. Height of graft union. Blackline was found in trees grafted at all levels from below the ground up to and into the limbs. Interaction of tree trunk diameter, soil series and incidence of blackline. Trees grown on Aiken soil developed blackline at a smaller trunk diameter than those on other series; 16.6% of the trees on Aiken soil developed blackline when trunk diameters were between 7.1 and 9 inches, in comparison to 3.2% or less of the trees on other soil series at this stage (Table 5). In the Olympic soil series, 30.7% of the trees developed blackline when they were between 9 to 11 inches in trunk diameter. Trees on the Umpqua soil series were the largest before they developed blackline; very fe9 trees on this boil developed blackline until they reached 19 to 21 inches in trunk diameter, The total number of trees in a trunk-diameter group was relatively small in some cases, for example, there were only 55 trees or Jess in the 7.1 to 9-inch trunk-diameter group on Olympic Willamette, Umpqua and Carlton soil series, but on Newberg Chehalis, Aiken and Melbourne series there were 141, 167, 414 trunk-diameter groups (23 and 466 trees, respectively. In the larger 4- inches), there were also relatively small numbers of trees in the various groups in most cases. However, while the data appear to indicate that older trees are less likely to become affected, it should not be deduced that old trees are not subject to the disorder, as blackline has been found in trees up to 29.3 inches in diameter. Blackline in 1950 and 1956 In some orchards surveyed, a relatively rapid increase in the incidence of blackl 4 ne occurred from 1950 to 1956; one orchard of the Franquette variety grafted on the Hinds black walnut roots on Olympic soil had a 81.8% net increase in the incidence of blackline as compared with 19.1% in two orchards on Melbourne soil (Table 6). Except for the orchard on Olympic soil, which was one of the most severely affected, no outstanding difference in the percentage increase of blackline on different soil series was found. Average net increases in indicence of blackline in 11 orchards under continuous survey for the 6-year period was 34.4% of the total number at the beginning of the survey. In most orchards, the rate of increase fluctuated considerably from year to year. In the above 11 orchards, the -9- average annual percentage increases in new cases of blackline recorded were 5.0, 2 2, 4.0 16.2, L.8 and L.2% in 1951, 1952, 1953, 1954, 1955 and 1956, respectively. Blackline initiation undoubtedly occurred prior to the year of recording it in most cases. Time Required for Affected Trees to Become Un roductive Accurate data on how long affected trees live are difficult to obtain because most growers remove the affected trees when they are no longer productive. Percentages of a number of blackline-affected trees that became unproductive each year from 1950 to 1955 were determined in an attempt to obtain information on this subject. A study was made of 730 trees which had i or less of the tops affected when first examined; 61% were still in production five years after blackline was found (Table 7). The data also indicate affected trees go out of production in a shorter period of time when located on the heavier and shallower upland soils such as Aiken, Melbourne and Olympic than when grown on lighter and deeper valley soils such as the Newberg, Chehalis and Willamette series. -10- :T; m10 es of i 2 .traL9 on j)211s1.aaw Alnut s. M ajor root diseases of walnuts caused by parasitic organisms in the United States are mushroom rootrot, crown rot, and Phytophthora rootrot. Some non-parasitic rootrots are caused by poor drainage, lack of adequate aeration and other adverse environmental conditions. Mushroom rootrot, due to Armillaria mellea Vahl ex. Fr. (8 9), is the most prevalent parasitic rootrot in Oregon. Fruiting bodies of the causal fungus are honey-colored or light brown "toadstools" or mushrooms, which generally ap pear in clusters about the base of infected trees; development of fruiting bodies depends on weather and extent of root decay. Roots, root, crown and basal part of the tree trunk are attacked by the fungus. Poor growth of shoots attended by premature yellowing and dropping of leaves is usually the first signs of infection. Only part of a tree Corresponding to the side of the root system attacked by the fungus may be affected at first, but later the whole root system is invaded. A number of years may elapse before the tree finally dies. If soil from the crown or main roots of an infected tree is removed, darkbrown or black root-like structures can generally be found clinging tightly to the surface or just under the bark (Figure 5,A). These structures, known as rhizomorphs, are one sign of the disease. They resemble roots somewhat, but differ in that they do not have a central core or woody cylinder; rhizomorphs may be absent, however, if conditions are unfavorable for their development. If bark of the root of an infected tree is cut away, white or tan strands of fungus growth will be found scattered through the tissues. Frequently, a concentration of the fungus mycelium occurs in the cambial region between the wood and bark, where it appears as a white or tan, fan-shaped, flat fungus growth (Figure 5,B). White, fungus mycelium is usually buried within the tissues and is seldom found on the surface of the root. The fungus extends into the wood, causing it to decay and become soft and spongy. The infected tissues have a mushroomlike smell. When the root crown, or collar, of the tree is completely invaded, the tree dies. J. nim is reported to be very resistant to mushroom rootrot (14). J. hindsii is also believed to be resistant, but the disease has recently been found on this species in California and Oregon (408,11). Crown rot is caused by the fungus Phytophthora cactorum (Leb. & Cohn) Schroet. (21,22)--a "water mold" that thrives best in wet soil. This fungus attacks the crown or large basal roots below ground and produces dark-brown or black, irregular, watersoaked cankers or decayed areas in the bark. The infected areas are soft or spongy and are usually confined to the bark. The wood is not usually attacked, though the disease may discolor it inward a short way. A black fluid often accumulates in the cambial region and eventually finds its way to the surface. In the more advanced stages, the disease extends outward on the large basal roots. The first indication of infection is usually a general stunted appearance in the tree tops accompanied by sparse, yellowish-green , foliage and short shoot growth. In more advanced stages, the trees appear droughtstricken in midsummer, the leaves turn yellow and drop prematurely and the shots and smaller branches die back; the tree usually succumbs the following year. Crown rot is most frequently found on trees located in poorly drained or abnormally wet soils or where excessive flood irrigation is practiced. -12- The Persian walnut is reported to be very resistant to crown rot when growing on its own roots (21,22). Crown rot has not been found in Oregon. Disease symptoms resembling those of crown rot have been observed, but repeated attempts to isolate the causal organism from affected tissues by use of special Phytophthoraisolation techniques have been unsuccessful. Phytophthora rootrot, caused by Phyto phthora cinnamomi Rands (23), is very similar to crown rot in symptomology. Like crown rot, it is caused by a "water mold" that thrives best under wet conditions. This fungus attacks the roots and root crown, producing dark-brown or black, irregularly shaped cankers or decayed areas in the bark and wood. Both the young and the older roots are attacked. The infected areas are soft, watersoaked and spongy. The symptoms in the tree top are almost identical with those in trees infected with crown rot. Like croon rot, Phytophthora rootrot has not been found in walnut orchards in Oregon. However, inoculations made on potted J. sala and J. hindsii seedlings with pure cultures of P. cinnamomi resulted in the development of large irregular, soft, spongy cankers on the primary and secondary roots of J. regia and eventual decay of the root and death of the trees (12). The fungus also produced lesions on the roo ts of inoculated J. hindsii seedlings, but they were located predominately. on the secondary roots. -13Relation of Occurrence of Rootrots to Various Factors Kind of rootstocks. The incidence of rootrots in Oregon was •••■•• found to be generally greater in Persian walnut trees grafted on Hinds black walnut rootstocks than in those grafted on Persian rootstocks (Table 1). One of the primary reasons why Persian seedlings have not been used heretofore as rootstocks in Oregon is that it has been generally believed that they are much more susceptible to mushroom rootrot infection than Hinds black walnut rootstocks. Because of this prevalent belief, authorities in California do not advise their use as rootstocks in that state (5,16), but the data obtained by the authors indicate that Persian walnut rootstocks are not seriously affected by rootrots in Oregon. In addition to the data given in Table 1, further evidence of the relative unimportance of mushroom rootrot in the decline and death of walnut trees in Oregon was shown by the results of experiments on the exposure of J. hindsii, J. reria and Ptsrocarya sten?pter DC. to A. mellea. In the spring of 1951, twelve 2-year-old seedlings of each of the species named were planted at Corvallis, Oregon, in 3 cold frames in a randomized plot design and pure agar cultures of A. mellea distributed ON* ••••••■••■••■•■01 in each frame. Pieces of bark contaminated with A. mellea were subsequently added to the soil every year since 1951 so that in 1957 the substrate was heavily infested with the fungus. Despite this "heavy" inoculum potential, most of the trees made excellent top growth necessitating topping them at intervals to keep them in bounds. In October, 1957 Since the end result is the same irrespective of type or causal organism, all rootrots are grouped and considered together in the present study. the trees were dug and their root systems examined for evidence of rhizomorphs or bark infection; no rhizomorphs were found and none of the trees showed any visible signs of mushroom rootrot infection. The results of these experiments and observations made in Oregon walnut orchards tend to support the view held by Day (L&), Boyce (1) and others who believe that A. mellea is a facultative parasite. Thus, afta• Day (IL) reports that this fungus is parasitic only when the vigor of the host has been reduced by unfavorable environmental conditions, particularly poor soil, acting alone or in conjunction with other injurious agents. Boyce (1) states "Owing to its widespread distribution in the forests of this country, if the fungus were a virulent parasite great damage should occur but there is apparently little relation between the occurrence of the fungus and the prevalence of the disease." He further states "usually the presence of shoestring root rot should be interpreted as indicating a debilitated condition of the tree from some prior cause." It is, of course, possible that different strains or races of this organism varying in pathogenicity exist. The studies of Childs and Zeller (2) would tend to support this view. These researchers reported that in Oregon a "fir-strain" of A. mellea is prevalent which is not as pathogenic as the "oak-strain." As Douglas fir is the most prevalent forest tree species in western Oregon, it is possible that the fir strain of this fungus predominates in this area. From the results of field observations and these studies, it is concluded that the strain of A. mellea present in most walnut orchards in Oregon is apparently of minor importance in the decline and death of Persian walnuts in this state, and that the continued use of J. hindsii as a rootstock solely to escape mushroom rootrot is not warranted under Oregon conditions. Trunk diameter. Rootrots were found in trees ranging from 2.9 to 26.1 inches in trunk diameter. The data obtained in this survey indicate that there is little if any relation between the size of trees as measured by their trunk diameter and the incidence of rootrots. Thus, trees Ito 9 inches in trunk diameter were found to be as subject to rootrots as those measuring 19- to 21 inches (Table 9). Soil series. Data on the relation of soil series on which the trees grew to the incidence of rootrot are given in Table 8. It would appear from the data that the occurrence of rootrot is greatest in trees on the Carlton soil series. However, only two orchards on this series are included, and one of these is on poorly drained soil that has a relatively high water table during the winter. It is believed that this unfavorable soil condition has predisposed the trees to rootrot and its inclusion resulted in higher incidence of rootrot than normal for this particular soil series. If this soil series is excluded, there seems to be little, if any, relation between the occurrence of rootrots and the soil on which the trees grew. -16- DISCUSSION Decline and death of Persian walnut trees in relation to blackline. From the data obtained in this survey, it is concluded that blackline is the most !_mportant single cause of decline and death of Persian walnut trees grafted on black walnut rootstocks in Oregon; blackline caused greater loss of grafted walnut trees than all other factors combined; about 7 of every 8 dying walnut trees in Oregon were found affected with blackline. In terms of percentage of the trees surveyed, 34.6 percent of all Persian walnut trees grafted on black walnut rootstocks examined (9267) were affected with blackline. The actual extent of this disorder is undoubtedly even greater than the data show because blackline is often present before external symptoms appear. In this survey, the trees were not examined for blackline unless there were symptoms of decline in the tops. While the incidence of the disorder is serious, the results of studies on the relation of trunk diameter to the occurrence of blackline afford some hope that the industry in Oregon will not be completely wiped out by blackline. Some trees are fairly productive for a number of years after they become affected. Then too, as previously pointed out, if a tree passes the most "susceptible" size group without becoming affected with blackline, it is less likely to become affected. One of the most important facts disclosed by this survey is the effect that the type of soil on which the trees are growing has on the occurrence of blackline. In general, blackline is more prevalent in soils of the Olympic series than on any of the others included in this -1 7- survey. It is noteworthy that the trees on. Olympic and Aiken soils had smaller trunk diameters when they began to become affected with blackline than those growing on any other soil series included in this study. Moreover, it appears that affected trees on Aiken, Olympic and Melbourne become unproductive sooner than do trees in orchards on the Chehalis, Newberg and Willamette series. Inasmuch as soil series appears to be of considerable importance in the relation to the occurrence of blackline, a general discussion of the more important soil types in western Oregon -with respect to their origin and physical characteristics is indicated. With respect to origin, the soils may be grouped into two general categories: (a) those derived from igneous or sedimentary rocks through weathering and (b) those derived from material accumulated by deposition from water (6). From igneous rocks are derived the Aiken and Olympic soils. From sedimentary rocks and shales are derived the Carlton and Melbourne soils, all found in the uplands. In the second group are included the Willamette, Newberg, Chehalis and Umpqua soil series. They lie on the valley floor and along the flood plains of streams and are derived from shale and sandstone or mixed materials. The Olympic and Aiken soil series on which the highest incidence of blackline was found and on which the disorder developed in relatively small trees are thus derived from igneous rocks, whereas all other soils included are derived from shales and sandstones. Moreover, these soils also differ in some respects in their mechanical analyses (Table 10). The top soil of the Olympic clay, loam contains about twice as much clay as the Chehalis clay loam. Just what relation there is between differences in origin and mechanical structure and the prevalence of blackline is not known. -18It is also noteworthy that the Franquette on J. hindsii rootstocks is apparently more subject to blackline than the Mayette on the same rootstock. Consequently, other commercial varieties less subject to blackline must be found to replace it or else it must be grafted on Persian rootstocks. While the cause of blackline is not known, the disorder does not appear to be due to a parasitic fungus or bacterium as numerous attempts by Schuster and Miller (17) and by California researchers (3,22) to isolate a parasitic micro-organism from affected tissues have been negative* Blackline causal theories. A number of theories have been suggested by different investigators to account for the development of blackline. Davey (3) lists most of the theories that have been suggested and gives some facts and observations about each. To his list, we have added some other suggested possible causes and our own observations, as follows: Suggested Causal Theories 1. Certain species of walnut or Pertinent Facts and Observations 1. Blackline occurs only on species hybrids used as root- Persian walnut trees grafted stocks are not fully compatible on black walnut (J. hindsii with the Persian walnut. or J nigra) rootstocks or on hybrids between these two or with other species. In Oregon, blackline was found to be most prevalent in trees of the Franvette variety grafted on Royal hyrid (a species hybrid) rootstocks (Table 1). However, there are hundreds of old Persian -19- walnut trees grafted on J. hindsii and some of its hybrids that have not developed blackline in 50 years or more after being grafted. 2. Trees of certain varieties Blackline is more prevalent on tre( are not completely compatible of certain varieties than on those with the rootstock used. of others; for example, in Oregon, trees of the Franquette variety have a higher incidence of blackline than do those of the Mayotte variety (Tables 1 and 2). However, numerous grafted Franquette trees 50 years of age and older are not affected, In California, blackline is most prevalent in grafted trees of the Payne and Concord varieties. However, the disorder i3 Wt. limited to these varieties but has been observed on practically all varieties in that state in some trees in certain orchards but not in others. In Oregon, numerous old trees of these same varieties are not affected. Blackline is traceable to Numerous cases of blackline have a bad union in the original occurred where an apparently per- graft. feet union persisted for many years (see Figure 3-B). -20- Blackline results from some Many affected and non-affected particular type of grafting trees and limb-grafts were grafted or budding. by the same man, by the same method and at the same time. Blackline is caused by Numerous cases of blackline have grafting a relatively late- occurred where early-leafing leafing rootstock such as persian varieties have been the Franquette, on an early-, grafted on early-leafing black leafing rootstock such as walnut rootstocks. Also, early- J. hindsii. leafing Persian seedlings and •■••■ •■•*11.008I/a•■•■■••■•. "sleeper" Persian seedlings, leafing out as late as July, have been grafted to the Franquette variety, but blackline does not always develop. Blackline is caused by a In Oregon, blackline is most deficiency of moisture or prevalent on trees on the Olympic of one or more mineral nu. soil series; these are relatively trients'in.the soil. uheavyn , shallow, upland soils and are apt to become deficient in available moisture in late summer and early fall. However, there are other soils that are often lacking in moisture in late summer and yet blackline is not except, tionally prevalent in trees growing on them. As for the theory that the disorder results from a -2 1deficiency of mineral nutrients, blackline is known to occur in orchards where there is no known nutritional deficiency. 7. Blackline is caused by There is no correlation between freezing of the tender the occurrence of extremely cold tissues at the union. weather and the incidence of blackline. Many grafted trees in Oregon have been badly injured by cold and yet no blackline has developed. Moreover, blackline occurs in below ground-grafted trees where the tissues at the union are not subject to freezing. 8. Blackline results from the 8. Blackline occurs in orchards where accumulation of boron or some there is no indication of a toxic other element or chemical sub- accumulation of an element as evi- stance which causes chronic denced by freedom from visible injury to the meristematic symptoms of foliage injury. Also, tissues at the graft union. boron injury has occurred in the foliage of many grafted trees that have not developed blackline. Moreover, chemical analyses disclose_ that there is no meaningful difference in the boron and other mineral contents of the tissues just above and below the graft union and in the blackline area itself (Table 11). -229. Blacklins is the result of The heartwoods of a number of chronic injury to the meri- affected trees were examined, and stematic tissues at the graft no evidence of wood decay was found union brought about by some (see Figure 3-B). It is true that type of toxic emanations from wound gums are generally present within the stem such as might in tissues adjacent to the blackline originate from certain types area, but these are probably an of wood decay in the heartwood. effect rather than a cause, 10. Blackline is due to a parasitic organism. 10. Numerous attempts made in Oregon (17) and by various researchers in California (22) to isolate a causal parasitic organism were all negative. 12. Blackline is caused by a virus. 11. A limited number of attempts made by the authors and by Serr (18) to transmit this disorder by grafting were negative. However, a number of known facts suggest the cause may be a virus. For example, in many instances the affected trees are grouped in certain areas in the orchard. Davey (3) reported similar observations in California. Blackline is most prevalent in the coastal areas near San Francisco and has not been found south of Merced, Calif. The grouping of affected trees and the limitation of blackline to cer- suggestive of a transmissible agent like a virus. A somewhat similar rootstock disorder recently reported in Eureka lemon trees grafted on Troyer citrage rootstock is believed to be due to a virus (25). In the buckskin disease of cherry and peaches (a virus disease) Schneider (15) reported that there is wound-gum accumulation in the sieve tubes of blackline in walnuts is a virus disease are now in progress. Whatever the causal theory, it must take into account the following facts: (a) blackline occurs only on Persian walnut trees grafted on black walnut (J. hindsii or J. nigra) rootstocks, on their hybrids or on those of other species with these; (b) the disorder starts in grafted trees where Previously an apparently Perfect union existed; and (c) it is generally most prevalent in grafted trees growing on the Olympic soil series in Oregon. Methods used to save trees affected with blackline. In the past, attempts have been made by certain growers and investigators to save trees affected with blackline by one or mare of the following measures: (a) The discolored areas have been cut out with .a chisel and growth regulators applied to the cuts in an attempt to encourage reunion. Vertical cuts with saws or chisels, spaced 3 to 6 inches apart, have also been extensively made across the union of affected trees to encourage new callus formation; neither these measures have been successful. (b) Efforts have also been made to establish new unions across the blackline area by (a) inarching suckers from the black walnut rootstock into the trunk above and (b) bridging across the girdle with short sections of scion wood. marching the black walnut sprouts from the rootstocks, if successfully accomplished, would only re-establish the scion top on the same rootstock which, in turn, allows for re-development of blackline. A similar situation prevails in bridging over the union with sections of scion wood unless some species can be found that does not develop blackline at the unions. In bridging across the graft union one is confronted with the difficulty of getting the scions to live. It is p ossible that new or improved techniques could increase the percentage of living scions. Serr (20) found an increased percentage of living scions to result when the basal end of a straight scion was inserted the first year and the top end the following year. If a scion species that did not develop blackline could be found, bridge-grafting could be practical. (c) Some growers and investigators have attempted to save trees affected with blackline by planting Persian seedlings around them and later inarching the seedlings into the trunks above the graft union. If it were possible to get the grafts to "take," the trees would develop a Persian root system instead of a black walnut root system and thus would not be subject to the disorder. However, inarching attempts made so far have been attended with but limited success, Probably one reason for failure is that the affected trees have, in most cases, deteriorated too far for the grafts to otake H . Once a tree shows evidence of decline in the top, it is generally too late to use this remedial measure, for by the time the young seedlings get established and are ready to be inarched the grafts will not "take n because of lack of tree vigor. Since some trees are lost from blackline before they are 20 years of age, this would mean grafting the trees when they are still young and actively growing. Other reasons for failures in marching seedlings are inherent in the basic difficulties of grafting walnuts and of growing a large enough root system on the seedlings soon enough to support the nearly mature walnut trees. It is possible that new or improved techniques could make marching more practical. One walnut grower, near Springfield, Oregon, had a measure of success in marching Persian seedlings by allowing several inches of the upper end of the scion to extend beyond the point of union for a year or two years before being cut off, There is a possibility also that the use of fast-growing Persian seedlings, such as Manregian, for inarching might increase the practicability of inarching. (d) In the case of limb-grafted trees, multiple-grafts (10 to 15 grafts per tree) are being used to some extent in California to increase longevity of affected trees (19). When a limb becomes affected, it is cut off below the girdle and regrafted. While this method will not prevent blackline if the rootstock is in a black walnut -26it has prolonged productivity since all grafts generally do not develop blackline simultaneously. (e) After a tree has been girdled by blackline, it is sometimes possible to grow a new tree for a time by sawing off the tree top below the union and grafting Persian scions on two or three of the most vigorous suckers arising from below the union. All remaining suckers are cut out and later all but one of the grafted suckers are removed and a new top is grown from the one remaining. This is definitely not a control measure, however, since there is a high percentage of blackline reoccurrence on grafts made on sprouts arising below the original graft union. (f) In California, Serr (19) tried injecting growth regulators and nutrients of various kinds into or near the graft union in an effort to increase cambial activity and slow down progress of the disorder, but so far without success. (g) With trees grafted at or near the ground line, attempts have been made by the authors to stimulate the production of roots from the Persian scion by wounding the tissues just above the union and treating them with root-stimulating growth regulators; these experiments are now in progress. In this connection it is noteworthy that in one 20-year-old grafted Franquette orchard, near Corvallis, Oregon, roots have been produced naturally from Persian walnut tree tops following trunk injury; scion roots are present on 22 percent of the trees in this orchard. Many of the trees with scion roots are vigorous despite being affected with blackline indicating that the scion roots are functioning in maintaining the vigor of the tree tops. If scion roots could be produced when desired, it would aid materially in limiting losses from this disorder as the trees would be on their own roots. -27This measure, if found successful, can obviously be Used only on trees `grafted below the ground line. New orchards or replacements in Persian walnut orchards should consist only of trees grafted on vigorous strains of Persian walnut seedlings, such as Nanregian, since, this .is the only oertain: method known of escaping blackline at present. Decline and death of Persian walnut the data in Tables 1, 8, and 9, trees in relation to rootrots. From it is evident that, in comparison with black- line, rootrots are relatively unimportant in the decline and death of walnut trees in Oregon except on Carlton soil series. This is shown by the fact that of 13,121 trees examined on all kinds of rootstocks, only 3.4 percent were found affected with rootrots while out of 9,267 Persian walnut trees of largely the Franquette variety grafted on black walnut roots in these same orchards, 313.6 percent of the trees were found affected with blackline, Another surprising fact disclosed by this survey is that in Oregon the incidence of rootrots is greater on Persian walnut trees grafted on Hinds black walnut rootstocks than on those grafted on Persian rootstocks. One of the chief reasons why Persian seedlings have not been used heretofore as rootstocks in Oregon is that it is generally believed that they are much more susceptible to mushroom rootrot than Hinds black walnut rootstocks, but the results of this survey do not substantiate this belief. Just why A. mellea is not as aggressively parasitic on the Persian walnut in Oregon as it is in California is a matter of conjecture; it may be that there are different strains of this organism which vary in pathogenicity. Also, soil temperatures are higher in both winter and summer in California than in Oregon; temperature may affect the parasitic activity of the fungus. -28Summapy Blackline was found to be the most important single cause of the decline and death of Persian walnut trees grafted on black walnut rootstocks in Oregon. This disorder was observed only on Persian walnut trees grafted on black walnut rootstocks (J. hindsii er J. nigra), on their hybrids or on those of other species with these two. One case of graft union failure was noted in a Franquette tree grafted on a Persian walnut hybrid of unknown parentage, but not a single case of blackline was found in Persian walnut trees grafted on J. regia rootstocks. From limited data it would appear that Persian walnut trees grafted on eastern black walnut (J. nigra) rootstocks are not quite as subject to blackline as those grafted on J. hindsii rootstocks. Under Oregon conditions, the Mayotte variety is apparently not as "susceptible" to blackline as the Franquette variety. Blackline was found in trees ranging from 3.3 to 29.3 inches in trunk diameter; it was most prevalent in the 11- to 13-inch trunk-diameter group. After a walnut tree attains a trunk diameter of at least 20 inches, it is less likely to become affected. Blackline was observed on trees on soils of all series studied. However, it was most prevalent in trees growing on the soils of the Olympic series, which are generally relatively nheavyn , shallow, upland soils derived from igneous rocks. In the orchards studied, the majority of the affected trees growing on Olympic and Aiken soils developed blackline at a smaller tree-trunk diameter than those growing on soils of other series included in this survey. Also, trees affected with blackline were found to go out of production ; sooner when they were grown on Aiken, Melbourne, and Olympic soils than they did on the -29deeper valley floor soils such as Chehalis, Newberg, and lillametts. Blackline was found in trees grafted at all levels from below the ground up to and into the limbs. In a study of 730 trees affected with blackline on 6 soils, 61 percent were still in production 5 years after blackline was first found. Of the trees going out of production, 4.9 percent were out after 1 year, 14.8 percent after 2 years, 28.5 percent aft er 3 years, 37.1 percent after 39 percent after 4 years, and 5 years. In comparison with blackline, mushroom rootrot and other kinds of rootrots were relatively unimportant in the decline and death of walnut trees in Oregon. In general, the occurrence of rootrot was greater in Persian walnut trees grafted on black walnut rootstocks than in those grafted on Persian rootstocks. Rootrots were found in trees ranging from 2.9 to 26.1 inches in trunk diameter. Relatively small tree (7 to 9 inches in diameter) were found to be as subject to rootrot as larger ones (19 to 21 inches in diameter). Little, if any, relation was found between the incidence of rootrots and soil series. The conclusion from the data obtained in this survey is that J. hindsii 1•••■•••••■•01* and J. nigra, and their hybrids are not suitable as rootstocks for grafted Persian walnut trees because of their susceptibility to blackline. For the -presant, certain Persian walnut seedlings of the more vigorous types, .such as Manregian, are considered to be the best choice as a rootstock for grafted Persian walnut in Oregon, -30Literature Cited Boyce, J. S. 1948. Forest Pathology. 550 pp. McGraw-Hill Book Co. Childs L., and S. M. Zeller. 1929. Observ ations on Armillaria Rootrot of Orchard Trees. Phytopathology 191 . '869-873. Davey, A. E. 1946. Walnut Gridle Disease (Blackline). Diamond Walnut News 28 (4): 8-9. Day, W. R. 1929. Environment and Disease. A Discussion of the Parasitism of Armillaria Mellea (Vahl.) Fr. Forestry 3: 94-103. Grasser, H. L. 1951, The Walnut Rootstock Problem. Western Fruit Grower 5 (5): 23. Kocher, A. E., E. J. Carpenter, C. V. Ruzek, and J. E. Cooter. Soil Survey of Yamhill County, Oregon. U. S. Department of Agriculture. 66 p., illustrated. Series 1920. Milbrath, D. G. 1929. Plant Pathology Notes, California State Dept. of Agriculture Monthl y Bulletin 18 (12): 777. Miller, P. W. 1951. Mushroom Rootrot of Walnuts in Oregon. Proceedings of the Oregon State Horticulture Society (1950) 42: 142-144. . 1953. Diseases of Filberts and Persian Walnuts. U. S. Dept. of Agriculture Yearbook 1953: 800-808. Miller, P. IL I C. O. Rawlings, and J. H. Painter. 1952. Causes of the Decline of Walnut Trees in Oregon: Second Report., Proceedings of the Oregon State Horticulture Society (1951) 43: 183-185. 1954. A Survey of the Causes of the Decline in Vigor and Death of Some Walnut Trees in Oregon: A Four-Year Report of Progress. Proceedings of the Oregon State Horticulture Society (1953) 45: 202-207. Miller, P. VT. and L. F. Roth. 1956. Relative Susceptibility of Potted Seedlings of Juglans regia, J. Hindsii, and Pterocarya steno tera to mo isease Phytophthora cinnamI7-151aFt D Reporter 40: 53 . Rawlings, C. O., J. H. Painter, and P. W. Miller. 1951. Importance of Blackline in Certain Oregon Walnut Orchards. Proceedings of the Oregon State Horticulture Society (1950) 42: 150-151. Roy, H. 1936. Lepourridie sur les Moyers de l t Isere. Journal of Agriculture prat., Paris, N. S., C 23, 467-470. (15) Schneider, H. 1945. Anatomy of Buckskin -- Diseased Peach and Cherry. Phytopatholo KT 34: 610-635. -31- (16) Schneider, H., E. AC Bodine, and H. E. Thomas. 1945. Armillaria Rootrot in the Santa Clara Valley of California, Plant Disease Reporter 29: 495-496. (17) Schuster, C. E., and P. W. Miller. 1933. A Disorder of Persian (English) Walnuts Grafted on Black-Walnut Stocks Resulting in Girdling. Phytopathology 23: 408-409. (18) Serr, E. F. 1947. A Readers Digest of Cultural Problems: University Reports Progress in Walnut Research. Diamond Walnut News 29 (1): 12-13. (19) (20) . 1949. Diamond Walnut News. 3r (6): 14. Progress in Walnut Research. . 1953• Grafting in Black Walnut Sprouts: Another Method of Saving "Blackline" Trees. Diamond Walnut News 35: 12. (21) Smith, C. 0., and J. m . Barrett. 1931. Crown Rot of Juglans in California. Journal of Avicultae Research 43: 885-904. (22) Smith, R. E. 1941. Diseases of Fruits and Nuts. California Agriculture College Extension Circular 120. (23) Torgeson, D. C., R. A. Young, and J. A. Milbrath. 1954. Phytophthora Rootrot- Diseases of Lawson Cyprus and other Ornamentals, Oregon Agricultural Experiment Station Bulletin 537. 18 pp. (24) Trunk, C. 1933. A Serious Trouble of Walnuts. Proceedings of the Oregon State Horticulture Society (1932) 24: 163-168. (25) Weathers, L. G., E. C. Calavan, J. M. Wallace and D. W. Christiansen. 1955. Lemon on Troyer Citrage Root. California Agriculture 9 (11): 11-12. Figure 1. A Franquette walnut tree grafted on Hinds black walnut rootstock affected with blackline in its initial stages; note dead limbs on left side of tree. Figure 2. Franquette walnut tree grafted on Hinds black walnut rootstock affected with blackline in its advanced stages; note dead limbs in tree tops and suckers coming from root below the union. a A B Figure 3. Blackline of grafted Persian walnut trees: A, tangential section through the graft union showing blackline; B, radial section through the graft union showing the separation of the phloem and xylem of the scion from that of the rootstock: a, Persian walnut scion; b, black walnut root. Figure 4. Side view of a radial section of bark removed from across the graft union of a Persian walnut affected with blackline: a, Persian walnut bark, b, black walnut bark. In addition to the blackline, denoted by arrow, a rot is shown in the black walnut bark mostly below the union progressing from the outside inwardly toward the cambium layer. Many trees having blackline show this rotted condition in the black walnut bark just below the graft union. A B Figure 5. 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F-1 0 iC 0 ;4 0 O $4 H ttO 24 O o r-i <4 CA:1 1 H 1 H PI ri a) CV <4 as 1 0.1 1 Cv 0 tta 0 03 j I-1 r-1 0 0 CV Table 3 RELATION OF OCCURRENCE OF BLACKLINE ON PERSIAN WALNUT 1 TREES GRAFTED ON BLACK WALNUT 2 ROOTSTOCKS TO TREE DIAMTER, WESTERN OREGON, 1950-56 Trunk-diameter group3 Total trees in group4 Trees in group affected with blackline nc es ber Percent 1-3 26 3 0 .3.1-5 152 2.6 5.1-7 482 8.5 03 20.9 1752 42.1 1718 52.5 1509 41.9 712 43.3 17.1-19 432 40.3 19.1-21 263 27.4 21.1-23 171 31.0 23.1+ 90 16.6 Total 8847 7.1-9 9.1-11 11.1-13 13.1-15 15.1-17 13 Neartrall Franquette variety; a few miscellaneous other varieties included, 2 Antral' are J. hindsii; a small percentage are J. nigra and miscellaneous _ hybrids. Trunk diameter measured 2 feet above ground. L. 420 trees not measured in one orchard on Umpqua soil series not included. PP • GU H • • CV CV • Co .0 er) 7.1 0 H 0 0 (41 N. 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H H CV CV t**-\O '0 CV 0‘ An V\ H H -0' U3 CO 00 CO 0 0 0 • •• IA ur.), CV C.-- II 0 00 14"- $04 0 0 • 0 pH 11 49 $ o .P •0 0 ,m 4 •4 0 ° 8 2 ;., a) -P 0 b 4. li 0 0 4' 4 0 z E, ca 8,.., E-1 Psi 0 .4 . 0 r— .0 di .21, 111 W c.) 0 Cz1 c..) to if, 8 • rs-1 co In .0 • • rr.4 r--4.--rel • DU O W I-a 4) Fi Cl tl '0 0 1 •M a) 0 1 cd co 0 M 0 CH c'-••• 0 H .0 CY.1 ON H CV 0 H e°1 1" H CV OJ 1ST C*-- 0 7) Fri a) 4.11 H -r-1 0 1 cr, • P4 o ;4 ,s;) td F-4 ,9 cc) .0 CO ON H 0 P4 ET, • • g .23 g 9 42 H z A c r.14 8 "to Table 9 RELATION OF THE OCCURRENCE OF ROOTROTS ON PERSIAN WALNUT 1 TREES IN 43 MAPPED ORCHARDS TO TRUNK DIAMETER, WESTERN OREGON, 1950-56 Trunk-diameter group2 Inches 1 - 3 Trees in age groups 3 Number Trees with rootrots Percent 673 0.1 349 0.9 5.1- 7 1049 2.3 7.1- 9 1842 4.5 9.1-11 2131 4.9 11.1-13 2165 3.0 13.1-15 2017 jTY 15.1-17 1091 4.3 17.1-19 650 5.5 19.1-21 347 4.6 21.1-23 191 23.1+ 196 0.1 Total 12,701 3.5 3.1- 1 5 Nearly all are Franquette variety; a few miscellaneous varieties included. 2 Trunk diameter measured 2 feet above ground. 3 420 trees on Umpqua soil series examined for the presence of blackline only not included. 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