See discussions, stats, and author profiles for this publication at: https://www.researchgate.net/publication/317369904 Artificial cultivation of true morels: current state, issues and perspectives Article · June 2017 DOI: 10.1080/07388551.2017.1333082 CITATIONS READS 148 56,832 4 authors, including: Liu Qizheng C.-H. Dong Chinese Academy of Sciences Chinese Academy of Sciences 12 PUBLICATIONS 266 CITATIONS 110 PUBLICATIONS 2,361 CITATIONS SEE PROFILE All content following this page was uploaded by C.-H. Dong on 29 September 2017. The user has requested enhancement of the downloaded file. SEE PROFILE Critical Reviews in Biotechnology ISSN: 0738-8551 (Print) 1549-7801 (Online) Journal homepage: http://www.tandfonline.com/loi/ibty20 Artificial cultivation of true morels: current state, issues and perspectives Qizheng Liu, Husheng Ma, Ya Zhang & Caihong Dong To cite this article: Qizheng Liu, Husheng Ma, Ya Zhang & Caihong Dong (2017): Artificial cultivation of true morels: current state, issues and perspectives, Critical Reviews in Biotechnology, DOI: 10.1080/07388551.2017.1333082 To link to this article: http://dx.doi.org/10.1080/07388551.2017.1333082 Published online: 06 Jun 2017. Submit your article to this journal View related articles View Crossmark data Full Terms & Conditions of access and use can be found at http://www.tandfonline.com/action/journalInformation?journalCode=ibty20 Download by: [Institute of Microbiology], [CH Dong] Date: 06 June 2017, At: 20:53 CRITICAL REVIEWS IN BIOTECHNOLOGY, 2017 https://doi.org/10.1080/07388551.2017.1333082 REVIEW ARTICLE Artificial cultivation of true morels: current state, issues and perspectives Qizheng Liua, Husheng Mab, Ya Zhangc and Caihong Donga a State Key Laboratory of Mycology, Institute of Microbiology, Chinese Academy of Sciences, Beijing, China; bGuangxi Institute of Botany, Guangxi Zhuangzu Autonomous Region and the Chinese Academy of Sciences, Guiling, China; cSichuan Province Delilong Agricultural Technology Co. Ltd., Chengdu, China ABSTRACT ARTICLE HISTORY Morels (Morchella, Ascomycota), which are some of the most highly prized edible and medicinal mushrooms, are of great economic and scientific value. Morel cultivation has been a research focus worldwide for more than 100 years, and the outdoor cultivation of morels has succeeded and expanded to a large scale in China in recent years. In this study, we review the progress in recent research regarding the life cycle and reproductive systems in the genus Morchella and the current state of outdoor cultivation. Sclerotia formation and conidia production are two important phases during the life cycle. The morel species cultivated commercially in America is M. rufobrunnea based on molecular phylogenetic analysis. The species currently cultivated in China are black morels, including M. importuna, M. sextalata and M. eximia. The field cultivation of morels expanded in the majority of the provinces in China with a yield of fresh morels of 0–7620 kg per ha. The key techniques include spawn production, land preparation and spawning, the addition of exogenous nutrition, fruiting management and harvesting. The application of exogenous nutrition is the most important breakthrough in the field of morel cultivation, but the mechanism remains unclear. It was estimated that the total amount of field cultivated fresh morels was 500 t in 2015–2016. We also discuss the potential issues remaining in the current literature and suggest directions for future studies. Received 3 February 2017 Revised 24 April 2017 Accepted 25 April 2017 Introduction True morels (Morchella spp.) are commercially important edible mushrooms with a delicate taste and a unique appearance, belonging to Ascomycota, Pezizomycetes, Pezizales, Morchellaceae, and Morchella Dill. ex Pers [1]. All species in this genus are edible [2]. Morels are among the most sought after edible fungi in world markets with a premium demanded by suppliers, and paid by consumers [3]. Morels are the most prized and popular mushrooms in most of Europe and North America. Morel products were very early approved by the US Food and Drug Administration (FDA) [4]. In China, morels have been recorded in the prestigious pharmaceutical text “Compendium of Materia Medica,” which was written by Li Shizhen during the Ming Dynasty of China, and used to treat a variety of stomach problems. Morels are commonly referred to as “Guchhi” in the Indian market and are some of the most important fungi from economic, social and ethno-mycological perspectives in the Northwest Himalayan range [5]. Recent studies have demonstrated that morels can be used to treat a wide range of conditions based KEYWORDS Artificial cultivation; morel; outdoor; exogenous nutrition; Morchella importuna; life cycle on their antitumor and immunomodulatory activities [6,7], anti-inflammatory effects [8], neuroprotective effects [9], antioxidant activity [10], and hepatoprotective activity [11]. The economic value of morel mushrooms have been notably realized worldwide. Large crops of wild morels are harvested in China, India, Pakistan, Turkey, and North America [12]. Morels are some of the more valuable special forest products in Western North America, and the annual commerce related to morels likely ranges from $5 million to $10 million in this region [12]. In China, the annual export of dried morels increased five-fold from 181,000 kg to 900,000 kg during the past 5 years, averaging $160 US dollars per kg [13]. In India, morels from the Himalayas are approximately Rs 14,000–15,000 per kg [14]. Some morel species fruit in post-fire habitats. These fire-adapted species, which are termed as “burn morels” [15], proliferate mainly in coniferous forests following a wildfire during spring or summer, typically for 1 or 2 years [13]. To date, there are four obligate fireadapted species, M. tomentosa, M. sextelata, M. eximia CONTACT Caihong Dong dongch@im.ac.cn State Key Laboratory of Mycology, Institute of Microbiology, Chinese Academy of Sciences, NO.3 1st Beichen West Road, Chaoyang District, Beijing 100101, China ß 2017 Informa UK Limited, trading as Taylor & Francis Group 2 Q. LIU ET AL. (treated as M. septimelata in Kuo et al. [16]) and Mel-8, collected on burned sites, and two facultative fireadapted species, M. exuberans (discussed as M. capitata in Kuo et al. [16]) and M. importuna, collected on burned and non-burned sites [13]. The majority of the commercial harvest in western North America comprises burn morels collected in the first year following forest fires [12]. In California, members of several Native American tribes historically collected burn morels for food, and some tribal members continue to collect post-fire morels [17]. In nature, the fresh morel mushroom season is very short, and they are typically found in the markets for only a few weeks, mainly in the spring. In addition, the accumulation of heavy metals in the ascocarps that are picked from natural habitats has been reported [18,19]. The unique culinary flavor and rarity, profound bioactivities, short market fruiting season and heavy metal accumulation of wild morels have resulted in the need to develop a biotechnological process in order to cultivate morels under controlled conditions. Because of their complex life cycle and the lack of knowledge surrounding ascocarp formation, these delicacies are not artificially cultivated, and the successful cultivation of morels remains a rare and difficult task despite more than 100 years of effort [20]. However, in recent years, the outdoor artificial cultivation of morel mushrooms has been rapidly developed in China. This review will introduce the progress in research regarding the life cycle and artificial cultivation of morels and critically discusses the issues in making these prized edible fungi a benefit all humankind. This review provides a summary of current knowledge and is a basis for future research into morel cultivation. Life cycle of morels and reproductive systems The life cycle and reproductive systems of morels are critical for their artificial cultivation. Morels are ascomycetes, which have both asexual and sexual reproductive phases. Each morel ascocarp consists of numerous asci, and each ascus contains eight spores. Volk and Leonard [21] produced their representation of the Morchella life cycle based on cytological observations (Figure 1), which has been recognized to date. Sclerotia formation and conidia production are two important phases during the life cycle (Figures 2 and 3). The primary mycelium germinated from the ejected ascospores can form sclerotia to survive adverse conditions, such as winter (Path 1). In the spring, sclerotia may germinate carpogenically to form a fruit body or myceliogenically to develop a new primary mycelium. If a primary mycelium meets another compatible primary mycelium, the two hyphae fuze to form a heterokaryon with paired nuclei (Path 2) [22]. This heterokaryotic mycelium may also form sclerotia for overwintering. In the spring, these sclerotia presumably also have the following two options for germination: myceliogenic or carpogenic. Two flaws are noted in this life cycle. The first is that no evidence of sclerotia germinating to produce primordial is available to date. Fungal sclerotia are hard subterranean structures that are believed to act as a resting stage, which is resistant to unfavorable environmental or physiological conditions [23]. Morel sclerotia are actually pseudosclerotia, which form from the repeated branching and enlargement of either terminal primary (homokaryotic) or secondary (heterokaryotic) hyphae (Figure 2) [22]. However, morel sclerotia are also believed to enhance survival overwinter [21], but the conditions that trigger ascocarp formation arising from sclerotia are not clearly understood. The other flaw concerns the conidia. During the outdoor cultivation of morels, “powdery mildew,” which appear to be the conidia (Figure 3), is a necessary stage. However, the conidia cannot germinate under experimental conditions, and limited conidia production is noted in laboratory cultures [24]. The function of conidia during the life cycle remains puzzling. Alvarado-Castillo et al. [25] provided another theoretical life cycle of this genus that included the formation of the conidia, chlamydospores, an imperfect phase and sclerotia, which was complemented by genetic plasticity and a possible capacity for haploid meiosis. However, this life cycle is theoretical and has yet to be verified. The reproduction mode of morels has been debated by some researchers. Several studies have indicated that species in the Elata and Esculenta clades of Morchella might be heterothallic and could outcross in nature [22,26,27]. However, Yoon et al. [28] reported that the species in the M. esculenta complex (Esculenta Clade) were haploid because no heterozygosity was found, which is similar to the results observed in Mel-13 and M. eohespera [29]. It is hypothesized that selfing might be very common in these morel species or that they were homothallic, and their fruiting bodies were developed from haploid mycelia. Dalgleish and Jacobson [30] hypothesized the high inbreeding potential of M. esculenta. The recent study concluded that the mating systems of morel species remains uncharacterized [29]. Development of morel artificial cultivation For centuries, various methods of morel cultivation have been attempted. The first report of the outdoor cultivation of morels occurred in France in 1882 in CRITICAL REVIEWS IN BIOTECHNOLOGY 3 Figure 1. Morchella life cycle proposed by Volk and Leonard [21]. Figure 2. Morel sclerotia grown under artificial conditions (in this laboratory). (A) Sclerotia production in a PDA medium in a plate (bar ¼1 cm). (B) Sclerotia morphology under an anatomical lens (bar ¼500 lm). association with Jerusalem artichokes and was reported by Roze [31]. In 1904, Molliard claimed to have cultivated morels in an apple compost. However, there was no evidence demonstrating that they were actually responsible for the morels that grew, i.e. the morels may have arisen naturally [3]. In 1982, Ower [32] reported the successful cultivation of Morchella, and its life cycle was replicated in the 4 Q. LIU ET AL. Figure 3. Powdery mildew and conidia in the outdoor cultivation of M. importuna (in this laboratory). (A) Powdery mildew in the soil. (B) Conidia (bar ¼10 lm). mycology laboratories of San Francisco State University, which produced a typical ascocarp in a walk-in growth chamber. Then, three patents (US Patents 4594809, 4757640, and 4866878) were issued from 1986 to 1989 for morel cultivation to Ower et al. [33–35]. Their work revealed the optimal temperature, humidity and ventilation for morel cultivation. The key process described in their patents is an inoculation with the morel’s sclerotia. Their work was a tremendous breakthrough in the “dream” of morel cultivation. After several more transfers of cultivation rights and associated corporate mergers, morel cultivation has resurfaced at “Diversified Natural Products” (DNP, currently named Gourmet Mushrooms Inc.) Mason County, MI, USA [12]. This company started selling fresh morels in 2005 [12]. In 2008, the indoor cultivation of morels in America was abandoned thoroughly due to the reduction of output and the bacterial contamination [36]. Later, Stewart C. Miller obtained a patent in 2005 (US Patent 6907691B2) by constructing ectomycorrhizal symbiosis between Morchella mycelium and tree seedlings [37]. Masaphy [20] reported the successful initiation and development of the M. rufobrunnea fruit body via a soilless-controlled process in laboratory-scale experiments. This technique made indoor-cultivation of morels possible but has not been transferred to scaledup industrial morel farming. These experiences promoted research on techniques for the artificial cultivation of morels. Since the 1980s, numerous scientists in China started to focus their research studies on morel cultivation. The first patent was applied in 1993 based on the successful fruiting of artificially cultivated M. esculenta [38]. However, this technique is limited given its poor stability and reproducibility, requiring further work for realizing techniques for practical morel production. The bionic cultivation of morels based on the Populus bonatii and crop straw succeeded in 2002 and was commercialized in Yunnan Province in 2004 [39,40]. The largest scale is 33 ha per year with a morel yield of 450–3000 kg per ha [40]. However, this technique is limited due to wood consumption. The most important progress in morel cultivation in China is the invention and application of an exogenous nutrition bag, which made an important breakthrough in the field cultivation of morels. In fact, the idea of exogenous nutrition initially originated from Ower’s patent. R. D. Ower was honored as the “Father of Morels” by some Chinese scholars. In 2000, scientists from the Sichuan Academy of Forestry obtained the fruit body of a morel in a flowerpot grown outside their door when exogenous nutrition was supplied [36]. The followed studies demonstrated that the exogenous nutrition supply is important for the outdoor cultivation of morels. In 2011, the scale cultivation of morels in the field began with 200 ha and expanded quickly to 1600 ha in 2016 according to a recent Chinese survey [41]. CRITICAL REVIEWS IN BIOTECHNOLOGY 5 Figure 4. Morel species cultivated in China: M. importuna (A), M. sextalata (B) and M. eximia (C). Current states of morel cultivation Morel species currently under cultivation According to the latest information contained in the Index Fungorum [42], 323 terms related to Morchella have been reported (including species, subspecies, and varieties). Phylogenetic analyzes identified 65 species within Morchella, including the following three lineages: a basal monotypic lineage represented by M. rufobrunnea (Rufobrunnea Clade, two species) and two sister clades comprising black (Elata Clade, 36 species) and yellow morels (Esculenta Clade, 27 species) [43]. Although the cultivation reported in 1982 was based on one species (M. esculenta Fr. sensu Groves & Hoare [32]), the patents claim that the methods apply to all Morchella species [33–35]. Kuo [44] suggested that the species cultivated by Ower (and subsequently by others) was M. rufobrunnea according to the photographs, and the morels cultivated by Diversified Natural Products also match M. rufobrunnea after examination. The species currently cultivated in China include M. importuna [29,45–48], M. sextelata [46–48], and M. eximia [46,47] (Figure 4). Identification of the cultivated morels was based on morphological characters and molecular evidence [46,47]. These species all belong to black morels. M. importuna accounted for 80–90% of the cultivated area [47]. “Sichuan Morel No.1” (M. importuna, strain SCYDJ1-A1) was the first variety approved in China. Morchella conica can also be cultivated [39]. Whether other species of Morchella can be cultivated is currently unknown and deserves further research. n & F. Tapia Morchella rufobrunnea Guzma Morchella rufobrunnea and M. anatolica comprise a separate evolutionary lineage, Rufobrunnea Clade, from the Esculenta and Elata clades [49]. Morchella rufobrunnea is easily distinguished on the basis of “its abruptly conical 6 Q. LIU ET AL. young cap with pale ridges and nearly black pits, and its rufescence” [44]. Morchella. rufobrunnea appears in woodchips and landscaping settings on the West Coast from California to Seattle in USA [16]. Molecular phylogenetic analysis confirms that M. rufobrunnea is the morel cultivated commercially in USA [16,44]. This finding suggests a saprotrophic role for this species. In 2010, Masaphy in Israel reported a successful M. rufobrunnea fruiting body initiation and development in laboratory-scale experiments [20]. This laboratory-scale technique makes indoor cultivation of morel possible but has not been transferred to scale-up industrial morel farming. Morchella importuna M. Kuo, O’Donnell & T.J. Volk Morchella importuna, M. sextelata and M. septimelata (termed as M. eximia in 2015 [50]) are three black morels from North America described in 2012 [16]. Morchella importuna corresponds to the phylogenetic species Mel-10 in O’Donnell et al. [51]. The species is distinguished from other morels on the basis of its regular laddered, vertically oriented pits and ridges [16]. This species occurs in gardens, woodchip beds, and other urban settings of northern California and the Pacific Northwest region of USA and Canada [16]. The fungus has also been reported in Turkey, Spain, France, Switzerland, and China [50–53]. The first morel variety approved in China, M. importuna strain SCYDJ1-A1, was derived from a wildcollected mushroom in eastern Tibetan Plateau and was domesticated by a research group in the Soil and Fertilizer Institute, Sichuan Academy of Agricultural Sciences, China [54]. Morchella importuna appears to be a facultative post-fire species given that it has been collected from non-burned sites in Yunnan, China, Germany, and Turkey [50–54]. Its saprophytic life style contrasts the ectomycorrhizal life style of numerous other species of Morchella, for which associations and interactions with plants are often essential at certain stages. Morchella sextelata M. Kuo Morchella sextelata corresponds to the phylogenetic species Mel-6 in O’Donnell et al. [51]. This species has been collected in Western North America, Mexico and Yunnan, China [16,53] and is found at 1000–1500 m in lightly to moderately burned conifer forests. Morchella sextelata is often found primarily in years immediately following forest fires [16]. From a strictly morphological perspective, the species is virtually identical to several members of the Elata Clade (M. eximia, M. brunnea, M. angusticeps, and M. septentrionalis). However, because it is apparently limited to conifer burn sites, it can be easily separated from all species but M. eximia [16]. Morchella sextelata has also been domesticated, bred and commercially developed in China. The original strain was isolated from the Aba area in northern Sichuan, China [47], and the cultivation area for this morel variety reached 67 ha in 2015 [48]. Morchella eximia boud. Morchella septimelata is a species of fungus in the Morchellaceae family described as new to science in 2012 by Kuo et al. [16]. In 2015, Richard et al. [50] clarified the taxonomic status of this species, retaining the name M. eximia rather than M. septimelata. M. eximia corresponds to phylogenetic species Mel-7 in O’Donnell et al. [51]. Based on present data, the species can only be reliably distinguished from M. sextelata via DNA analysis [16]. Morchella eximia has been found in North America [50], Europe, Turkey [52], China [53], and Australia [50], appearing at 1000–2000 m in lightly to moderately burned conifer forests often near creek beds, springs and seeps [16]. This widespread post-fire morel occasionally fruits extensively in burnt forests and on rubble [50]. Similar to M. sextelata, M. eximia has also been domesticated and bred in China. However, the cultivation of this species is under development, and its market share is currently much lower than the other two black morels [47]. The original strains were isolated in Yunnan and Sichuan provinces [53]. Scale of morel cultivation in china The area in China under morel cultivation has expanded rapidly from 200 ha in 2011 to more than 1200 ha in 2015 [55]. The area is estimated to reach 1600 ha in 2016 [41]. Morel cultivation has expanded in the majority of provinces in China, particularly in Sichuan, Chongqing, Yunnan, Hubei, Shanxi, Henan, and Guizhou. The field cultivation yield of fresh morels is 0–7620 kg per ha [40], with common yields of 0–3000 kg per ha and significant differences are noted [56]. The total amount of field cultivated fresh morels was estimated to be 500 t in 2015–2016. After the successful outdoor cultivation of morels, many growers began to attempt indoor cultivation and industrialized production. However, to date, indoor cultivation has not been successful. CRITICAL REVIEWS IN BIOTECHNOLOGY 7 Figure 5. Morels cultivated in farmland (A) and forest farming (B). Key techniques in the field cultivation of morels The artificial cultivation of morels has attracted an increasing number of farmers and is receiving the enthusiastic support of governmental organizations and policies in China. To date, the cultivation in farmlands and forest farming are the main morel cultivation patterns in China (Figure 5). Cultivation can be performed in various terrains, including plain-hills zones, plateau zones, and mountain zones. Given that dim light is needed and direct sunlight is harmful to the growth of morels, a canopy is necessary. The cultivation process includes spawn production, land preparation and spawning, an exogenous nutrition supply, fruiting management and harvesting. Spawn production The quality of the spawn is the most important factor for the cultivation of any mushroom. Similar to the cultivation of numerous other mushrooms [57], the starter culture (or mother culture), mother spawn and final spawn are used for morel cultivation (Figure 6). The starter culture can be made from fresh and healthy fruit bodies of morels or obtained from a spawn producer or a laboratory. More agar cultures are then made from this starter culture. These cultures serve to inoculate larger containers (bottles or bags), which can be used to inoculate the final spawn substrate. The medium used for the morel starter culture is typically potato dextrose agar (PDA) or PDA with humus. The same or a similar substrate can be used for the mother spawn and the final spawn. The most-widely used raw substrate materials include: sawdust, wheat, wheat bran, quicklime and humus. The following recipe can be used: wheat 46%, husk 20%, wheat bran 18%, sawdust 10%, gypsum 1%, precipitated calcium carbonate (PCC) 1%, and humus 4% [55]. Glass or heat-resistant plastic bottles are often used for the mother spawn, and heat-resistant bags are used for the final spawn for convenient transportation. Approximately 4500 bags (14 28 cm) of the final spawn (3000–3375 kg) are used per ha. Numerous spawn producers have recently emerged in China, and the majority of morel growers directly purchased the final spawns. The cost of the spawn is 52,500–75,000 RMB per ha (US$7620-10880). Spawning Morels are aerobic, and loose soil is good for their growth. Soil plowing and removing sundries, such as rocks, are necessary before spawning (Figure 7(A)). Occasionally, quicklime can be used in soil to kill some pests and adjust the pH [58]. The mushroom bed should be 80–150 cm wide and 15 cm deep. The distance between the neighboring beds is 30 cm. The spawning for morel cultivation is different from that for most mushrooms given that the morel spawn is sown directly into the cropland or forest, which is similar to the seeding of wheat crops (Figure 7(B)). The season for morel spawning changes based on the different elevations and is mainly from October to the middle of December. Spawning typically begins when the highest local temperature is <20 C. The soil humidity is maintained at 50–70%. Both sowing in trenches and strewing are used. Nonnutritive casing soil is spread over the spawn evenly after spawning at a depth of 3–5 cm. Film mulching and a canopy can help maintain the temperature, humidity, and dim sunlight. Exogenous nutrition aiding The morel mycelia are colonized in the soil after the spawning under suitable temperature and humidity, i.e. <20 C and 50–70% soil humidity. After 10–15 d, a vast expanse of whiteness appears on the surface of the mushroom bed, which is called a “powdery mildew” (Figure 3(A)). In actuality, this white area is the morel mycelia and conidia that are produced on the soil (Figure 3(B)). 8 Q. LIU ET AL. Figure 6. Spawn used for morel cultivation (in this laboratory). (A) Starter culture (or mother culture). (B) Mother spawn. (C) Final spawn. Then, an exogenous nutrition bag can be placed in the mushroom bed. The substrates used for the exogenous nutrition bag include wheat, chaff, sawdust, and cottonseed hull. The same recipe can be used as the final spawn, and some recipes are provided in many Chinese patents [59,60], e.g. wheat 67%, sawdust 28%, and lime 5% [59]. The composition of exogenous nutrition does not appear to be very strict. The exogenous nutrition bag is filled with a heat-resistant plastic bag and is subsequently sterilized. Holes or a large cut on one side of the bag should be made, and the bag is placed tightly in the mushroom bed (Figure 7(C)). An 50-cm interval is maintained between each bag, and 22,500–30,000 bags per ha were placed. Under suitable temperature and humidity, morel mycelia will grow using the added nutrition and become full of the nutrition bag after 15–20 d. The bags can be removed when the nutrition bag is depleted, which occurs after 40–45 d. Exogenous nutrition aiding is necessary for the ascomata development of morels under the current technique. However, the mechanism remains unknown. Fruiting management The most important environmental factor during morel cultivation is soil moisture and air humidity. Micro-spray irrigation is necessary for morel cultivation. Timely draining of rain water and supplementing water during drought should be performed. The humidity of the soil surface should be maintained at >50%. Before fruiting, the soil and air humidity should be increased. When the temperature increases to 6–8 C in the spring, the trench between the beds should be slowly flooded to maintain the air humidity at 85–90% and the soil moisture at 65–75%. These conditions will stimulate the differentiation of the primordium of the morels. Cotter [61] also found that flooding is necessary for the outdoor cultivation of morels, and flooding stimulates the morels to feed on beneficial bacteria that are essential for fruiting. However, the flooding mechanism remains to be studied. CRITICAL REVIEWS IN BIOTECHNOLOGY 9 Figure 7. The process of morel cultivation in the field. (A) Soil plowing. (B) Spawning and casing. (C) Exogenous nutrition aiding. (D) Primordium. (E) Nascent fruit body. (F) Mature fruit body. Temperature is also important for morel cultivation. The optimal temperature for primordium differentiation is 6–10 C. Diurnal temperature variations >10 C stimulate primordium differentiation. Morel fruit bodies cannot grow well at temperatures >20 C. However, the temperature can only be adjusted by film mulching, a canopy, and spraying and ventilating in outdoor cultivation. Another important management technique during morel cultivation is pest control. Competitive contaminants include: Trichoderma, Aspergillus, Rhizopus, Mucor, Neurospora, Coprinus and bacteria [62]. Common insects include: Limax, mites, spring tail and maggot. All chemical pesticides are absolutely prohibited, but physical and biological control techniques can be used. Issues and perspectives Harvesting Life cycle and reproductive systems When the ascocarp grows to 10–15 cm with an obvious ridge and sinus, the fruit body can be harvested. Fruit bodies can be dried at a low temperature. Determining the life cycle and reproductive systems of Morchella will contribute to the understanding of sclerotia formation and ascocarp production. As Volk [63] True morels are highly prized for their medicinal and nutritional values and are intensively collected around the world by mycophiles. Although outdoor artificial cultivation has been successful in China, knowledge regarding the factors controlling fruit body initiation and development remains far from sufficient. Along with the rapid expansion of morel artificial cultivation in China, several notable problems, including spawn aging and mechanisms of exogenous nutrition, are frustrating to morel farmers. The enhancement of biological research will be helpful for solving those problems and promoting technology for the development of artificial cultivation. 10 Q. LIU ET AL. clearly indicated, morels have a complex life cycle that complicates the process of scaling up cultivation methods to efficient commercial procedures. Although numerous studies have been performed on the life cycle, the information to date is limited and inconclusive. Conidia production seems to be necessary during outdoor cultivation (Figure 3). However, in pure culture under various conditions, no conidia production is observed [24]. The conidia produced during outdoor cultivation basically cannot germinate [64]. The mechanism by which morels produce the conidia and its function are puzzling. Morels appear to require the intermediate stage of sclerotia formation [33–35,63] before they produce fruit. Stott and Mohammed [3] and Winder [65] asserted that growth substrates and their nutritional composition affected mycelial characteristics and sclerotia formation. The presence of a sclerotial stage in morels may be a precursor for ascocarp formation but could also simply be a nutrient storage organ awaiting favorable conditions for ascocarp production. During outdoor cultivation in China, it is not clear whether sclerotia formation is necessary for fruit body development. Sequencing morel genomes will provide unprecedented insights into fruiting-related genes, the mating system and genes essential for the sexual reproduction of morels. To date, the genome of only two species in the Elata Clade (M. importuna and M. conica) has been completed and reported in the 1000 Fungal Genomes project supported by the DOE Joint Genome Institute [54]. Trophic mode of morels The trophic mode of morels has been a source of scientific interest and debate for a long time. It is suggested that morels form an association with tree roots in stable ecosystems [66]. A study on the muffs formed by M. rotunda strongly indicates that M. rotunda can form a symbiotic relationship with plant roots, but the role of this symbiosis in the morel life cycle is unknown [67]. In laboratory isolates, M. elata form ectomycorrhizal structures (mantle and Hartig net) with Larix occidentalis (larch), Pinus contorta (lodgepole pine), Pinus ponderosa (ponderosa pine), and Pseudotsuga menziesii (Douglasfir) but not with Arbutus menziesii (madrone) [68]. Stark et al. [69] hypothesized that morels were associated with orchids based on evidence obtained through a direct PCR amplification of root-extracted DNA and the cloning of the PCR products. By examining the relative abundance of the stable isotopes, Hobbie et al. [70] suggested that morels were largely saprophytic, whereas Li et al. [71] suggested that morels with black pilei were saprophytic and that those with yellow pilei were mycorrhizal. Baynes et al. [72] studied Morchella, an endophyte in the aboveground stem tissue of cheat grass, and reported that M. sextelata could infect cheat grass roots. Although M. sextelata and M. eximia were reported as obligate fireadapted species [53], they occasionally fruit extensively in burnt forests and on rubble [16]. Successful cultivation in the field suggested that at least M. importuna, M. sextelata, and M. eximia were saprophytic species, but how ascomata development was triggered remains unclear. A recent study also concluded that morels fruiting in post-fire environments were saprotrophic using isotopic analysis [73]. To date, the trophic strategies of Morchella have not been consistent, but the available data seem to indicate that Morchella likely includes not only saprophytic species and mycorrhizal species but also facultative mycorrhizal species. This relationship does not imply that an ectomycorrhizal relationship is essential for either the morel life cycle or ascocarp production. More research in this area is needed to confirm such a relationship. Spawn quality Spawn quality is a key for almost all mushroom cultivation. The cultural morphology of Morchella isolation in different growing media is random and unstable [74,75], which highlights the difficulty in spawn quality evaluation. Currently, no quality standard is available for morel spawns in China, and growers empirically judge the quality exclusively based on the quantity of sclerotia. In fact, the relationship between sclerotia and ascocarp production has not been determined. The insufficient knowledge regarding morel biology, including genetics and life cycle, has resulted in many unsolved problems regarding its spawn. On the other hand, morel strains senesce quickly, losing their vigor and viability; thus, strains must be repeatedly reselected from spore cultures [76]. The application of the senesced spawns characterized by slim mycelia, reduced growth rate and untidy growth during the cultivation may result in a remarkable reduction in production. Unfortunately, aging in Morchella mushrooms has not been systematically studied. Producers must take effective measures to store the spawn, which can preserve the spawn’s vigor and viability, and an inappropriate storing method may accelerate the spawn’s senescence or even contaminate it. Research regarding how to effectively preserve morel CRITICAL REVIEWS IN BIOTECHNOLOGY spawns in China is lacking, and more attention should be given to this topic. 11 Scientific and Technological Project in Shanxi Province (FT2014-03-01) and the Key Research and Development Program from Government of Guangxi Zhuangzu Autonomous Region (2016AB05317). Mechanism of exogenous nutrition Exogenous nutrition supply is a critical technique for the successful outdoor cultivation of morels, but the mechanism underlying the exogenous nutrition remains unclear. The words “exogenous nutrition” initially appeared in Ower’s patent [35]. This researcher suggested that alterations from a nutrient-rich to a nutrient-poor environment will induce the fungus to enter the sexual growth cycle in which ascocarps are produced. The majority of morel growers in China believe that the exogenous nutrition bag supplies the nutrition for mycelia growth [40]. Radiolabeling could be useful for answering this question. Morel cultivation using the current technique is extremely labor intensive. Exogenous nutrition supply increases the labor and cost given that making the exogenous nutrition, sterilizing it and placing it in the mushroom bed require a significant amount of labor. Therefore, the mechanization of the exogenous nutrition supply or another cultivation mode will serve as other targets based on the mechanism of the exogenous nutrition. Indoor and industrial cultivation Mushroom farming is and will continue to move towards large-scale industrialization. Morel cultivation in the field and forest has expanded rapidly in China. However, there is a great risk given that outdoor cultivation is strongly affected by the climate and soil, e.g. the intensive low temperature and cold wave in 2016 caused great losses for morel growers [36]. The indoor cultivation of morels in America was completely abandoned in 2008, and indoor cultivation on a large scale is not currently being performed. Techniques for the indoor cultivation of morels will be the research focus for the coming years, and we believe that it will succeed within a couple years based on the detailed biological research on morels. ORCID Caihong Dong References [1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] Disclosure statement No potential conflict of interest was reported by the authors. Funding This study was funded by the National Basic Research Program of China (2014CB138302), the Coal-Based Key http://orcid.org/0000-0002-2558-3404 [13] [14] Hibbett DS, Binder M, Bischoff JF, et al. A higher-level phylogenetic classification of the fungi. Mycol Res. 2007;111:509–547. Dai YC, Yang ZL. [A revised checklist of medicinal fungi in China]. Mycosystema. 2008;27:801–824. Chinese. Stott K, Mohammed C. Specialty mushroom production systems: maitake and morels. 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