INTRODUCTION
⌅Since they first appeared in Spain in the middle of the 90s, high density olive (Olea europaea L.) hedgerow orchards, with tree densities greater than 1500 trees/ha, have undergone a great expansion in the last decades, up to 100,000 ha in 2010 (Rius & Lacarte, 2010) and 500,000 ha in 2017 (Vilar & Pereira, 2017). The objective of this system is to facilitate mechanical management of pruning and harvesting. It is a revolution in olive management relative to traditional low-density orchards (100-300 trees ha-1) grown mostly without irrigation under low rainfall conditions (Rallo et al., 2013; Connor et al., 2014). Most irrigation experiments have been carried out in low-density orchards (Fernández & Moreno, 1999) but, because of different orchard structure, high intensive orchards require different irrigation management (Trentacoste et al., 2015). Furthermore, in many olive growing areas, the price of irrigation is expensive and water is scarce. Then deficit irrigation strategies for optimal use are needed. Regulated deficit irrigation (RDI) reduces irrigation during the phenological stages resistant to drought (Chalmers et al., 1986) but requires monitoring of the tree water status and determination of threshold values.
Leaf water potential (Ψleaf) measured with a pressure chamber is the most commonly used measurement of plant water status for irrigation programming (Turner & Long, 1980; Fernández, 2017). Measurements of Ψleaf made on sunlit leaves are variable because they depend upon leaf conductance (Naor et al., 2001) but have the advantage that covering is not required. Consequently, measurement of shaded leaves close to the trunk, termed stem water potential (Ψstem), is considered the standard measurement to determine tree water status (Begg & Turner, 1970; Shackel et al., 1997). These values are less variable and more stable than Ψleaf and more clearly related with soil water content (McCutchan & Shackel, 1992; Santesteban et al., 2019). At solar noon, Ψstem values reach a minimum value. Shackel et al. (1997) observed that midday Ψstem can be a guide for irrigation programming in several studies of deficit irrigation in pear, almond, plum and cherry production. Marino et al. (2018) determined the physiological response of olive to water stress determining different levels: no stress (Ψstem above -2.0 MPa), moderate stress (between -2.0 and -3.5 MPa) and high stress (below -3.5 MPa). In a hedgerow olive orchard, Ahumada-Orellana et al. (2019) also observed mild or absent water stress above -2.0 MPa. To maintain high leaf turgor, Fernández et al. (2011) and Padilla-Díaz et al. (2016) recommend maintaining Ψstem above -1.7 MPa.
In most fruit trees, Ψstem varies with the evaporative conditions (Naor et al., 2006), meanwhile in olive the relationship between Ψstem and vapour pressure deficit is weak (Moriana & Fereres, 2003). This aspect of olive tree increases the interest of using this measurement for olive irrigation scheduling. In recent years, threshold values of Ψstem have been determined at various phenological stages with corresponding impacts on vegetative growth, production and oil quality. Trentacoste et al. (2019) observed that maintaining Ψstem between -1.2 MPa and -1.7 MPa during spring hedge dimensions were controlled. A similar value (-1.2 MPa) was recommended by Moriana et al. (2012) before the beginning of massive pit hardening. By contrast, Ψstem can fall to -2.9 MPa during pit hardening (July in the North hemisphere) without effect on production (Gomez-del-Campo, 2013) but with increased phenolic content of oil (Gomez-del-Campo & García, 2013; Gucci et al., 2019). Later in August, and during the phase of oil synthesis (late summer and autumn), Ψstem should be maintained above -2.21 MPa for high production (Hueso et al., 2019) and high phenolic content (García et al., 2020).
Water potential depends on soil water content but also on tree architecture (García-Tejera et al., 2021) and on the resistance to water movement associated to differences in structure between traditional vase canopies and hedgerows. Some questions arise when Ψstem is measured in olive hedgerows. The low hydraulic conductance of olive (Fernandez & Moreno, 1999) may affect the measured leaves according to their position in a large hedgerow as was previously observed in tobacco plants (Begg & Turner, 1970), although in grapevine Chone et al. (2001) did not observe large differences between measurements of leaves 1 m apart. The measurement of Ψstem is made on covered leaves so a question arises of its importance within dense hedgerows. Additionally, the duration of covering has been variable in practice. Naor et al. (2006) covered shoots for 90 minutes, while Begg & Turner (1970) covered tobacco leaves the afternoon prior to measurement. In grapevine, Chone et al. (2001) did not observe differences in covering leaves for 1, 2 or 6 hours. At midday, Ψstem is stable and measurements are less variable, even so a short period of covering reduces the number of plots that can be monitored. Olive is a perennial tree with leaves that persist for more than 2 years. The age of the stem determines leaf hydraulic properties (Fernández et al., 1997) so it may also affect Ψstem values.
The use of Ψstem for irrigation scheduling of commercial orchard requires the minimum representative number of samples that will depend on the sensitivity and variability of the measurements (Naor & Cohen, 2003; Intrigglio & Castel, 2004). Naor et al. (2006) observed that the reasonable sample size n = 7 allowed a variation of the Ψstem ± 0.15 MPa in an apple orchard.
For all these reasons, the present work performed various experiments to identify the variability introduced in Ψstem measurements by leaf covering, leaf position, leaf age, time of measurement and sample size. The objective was to develop a protocol for Ψstem measurements in olive hedgerow orchards.
MATERIAL AND METHODS
⌅Experimental sites
⌅In 2016, 2017 and 2018, five experiments were conducted in two hedgerow olive cv. Arbequina orchards. Both orchards are located in the center plateau of Castilla in Toledo, Spain, characterized by low rainfall (annual average of 395 mm), a high evaporation (annual average of 1,180 mm) and a long period with frosts (November to March), corresponding to Mediterranean climate. A weather station located 100 m far from the experimental trees provided information about daily rainfall, wind direction and speed, temperature and humidity.
The 20-ha Orchard A is located in La Puebla de Montalbán, Toledo (Lat: 39º48’19’’ N; Long: 4º27’5’’; 511 masl), with an average slope of 5%. It was planted in 1997 at 4 × 2 m (1250 trees ha-1) with rows in a NW-SE orientation. The soil is Haploxeralf typic with an effective rooting depth of 0.60 m, each layer being 0.20 m deep. The texture is clay loam, clay loam and sandy clay loam for the three horizons in sequence. Irrigation was applied by 2.2 L/h drippers spaced 0.60 m. The 13-ha Orchard B is located in El Viso de San Juan (Lat: 40º8’0.07’’ N; Long: 4º1’27.71’’; 566 masl) with an average slope of 3%. It was planted in 2010 at 6 × 1.5 m (1027 trees ha-1) with rows oriented NW-SE. The soil is calcic (Haploxeralf calcium) with an effective rooting depth of 0.62 m, 0.28 m in the first horizon and 0.34 m the second, with sandy loam and clay loam textures, respectively. Irrigation was applied by 3.8 L/h drippers spaced 0.75 m.
In both orchards, weeds were controlled with a non-residual herbicide and fertilizers were applied during the season according to leaf nutrient analyses made each year in July. Mechanical and manual pruning for Orchard A and manual pruning for Orchard B, kept the hedgerow dimensions at 2.1 m high and 1.1 m wide and 2.0 m high and 1.0 m wide, respectively.
Experiments
⌅Stem water potential (Ψstem, MPa) was measured on apical shoots with 4 leaves at midday (11:30–12:30 solar time) with a pressure chamber (Soil Moisture Equip., Santa Barbara, CA, USA). Pressure increase rate inside the instrument was ca. 0.03 MPa/s (Naor et al., 2006). Sample was excised and later recutted before measurement (Levin, 2019). One apical shoot per tree was measured. Repetition trees were located in the same irrigation sector with similar growing and productive characteristics. In order to establish a wide range of Ψstem, irrigation was stopped after large water applications and measurements started the day later.
— 1. Covered leaves (Exps. 1 and 2)
In 2016, two experiments were carried out in Orchard A to answer three questions related to covering stem apices with aluminum bags prior to measurement of Ψstem. Is covering necessary? What duration of covering is required? Should the leaves for measurement be located in the shaded part of the canopy?
Irrigation was stopped after large water applications on 18/07/2016 and 31/08/2016. The days of measurements were 19, 21, 22 and 23/07/2016 and 1, 3, 5, 6, and 7/09/2016.
In one experiment (Exp. 1), midday Ψstem was measured on apical shoots with 4 leaves in the shaded part of the canopy that had been uncovered, covered during 1 and 2 h on the same 10 trees on 4 days in July and 5 days in September. Trees were located in the same line in an homogenous soil.
In another experiment (Exp. 2), Ψstem was measured on apical shoots covered for 1 hour on both the sunny and shaded sides of a hedgerow. In all cases, the measured apical shoots were less than 1-yr-old and were located at middle height of the canopy (0.85-1.7 m) with each measurement made on individual trees.
— 2. Height within hedgerow (Exp. 3)
On the same days and in the same orchard of covered leaves experiments (Exp. 1 and 2), measurements of midday Ψstem were made on 1-yr-old shoots with 4 leaves, previously covered for 2 h, at three heights, H0 (0.40–0.85 m), H1 (0.85–1.7 m) and H2 (1.7–2.1 m), on each ten trees.
— 3. Leaf age (Exp. 4)
In 2017 in Orchard A, irrigation was stopped on 10 trees after a large application on 18/07/2017. Ψstem was measured at midday after 1-hour covering on 19, 21, 24, 26 and 28/07/2017 on three apical shoots per tree with 4 leaves of 1, 2 and 3-yr old, respectively, located in the shaded, middle part of the hedgerow (0.85–1.70 m). The youngest leaves in the stem were developed before the last year, 2-yr old correspond to the part of the stem with fruits and 3-yr old leaves are located below fruit position.
— 4. Hour of measurement (Exp. 5)
On the same days and trees of Exp. 4, Ψstem was measured at 10:00, 12:00 and 14:00 solar time on 1-yr-old shoots with 4 leaves, previously covered for 1 h and located at 0.85-1.70 m height.
— 5. Experiment of sample size of tree number (Exp. 6)
In 2018 in Orchard B, irrigation was stopped on 30/07/2018 in three sectors each of 3 ha. Within each sector soil characteristics were homogeneous. Midday Ψstem was measured in an apical shoot with 4 leaves in 15 trees in each sector on 31/07/2018 and 2/08/2018, 4/08/2018, 6/08/2018 and 8/08/2018. Measurements were made on apical shoots of 1-yr old leaves, previously covered for 1 h, and located in the shaded side of the hedgerow at 0.85-1.70 m height.
Summarizing, Exps. 1, 2 and 3: Orchard A, irrigation stopped after large water applications 18/07/2016 and 31/08/2016, measurements on 19/07/2016, 21/07/2016, 22/07/2016 and 23/07/2016 and 1/09/2016, 3/09/2016, 5/09/2016, 6/09/2016, and 7/09/2016. Exps. 4 and 5: Orchard A, irrigation stopped 18/07/2017, measurements on 19/07/2017, 21/07/2017, 24/07/2017, 26/07/2017 and 28/07/2017. Exp. 6: Orchard B, irrigation stopped 30/07/2018, measurements on 31/07/2018 and 2/08/2018, 4/08/2018, 6/08/2018 and 8/08/2018.
Statistical analysis
⌅A statistical summary was obtained for each data set obtained from each experiment. So the mean and the coefficient of variation, CV% = (standard deviation/mean) × 100, was calculated as relative measure of spread.
The software used for statistical analysis was Infostat version 1.5 (National University, Córdoba, Argentina) and Statgraphics Centurion v 18.1.12. (Statgraphics Technologies, Inc., The Plains, VA, USA). The LSD test was calculated to detect significant differences between treatments.
The statistical optimal sample size (n) (Exp. 6) was determined using the known expression:
where S is the standard deviation; e is the absolute error (1 MPa, in our case); zα/2 =1.96 (95% percentile of the Normal distribution); x̄, is the data mean; CV % is the data coefficient of variation; and er is the relative error (1.2% in this case). The third expression was the one used to calculate the sample size from data of last experiment.