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Allometric models for non-destructive leaf area measurement of stevia: an in depth and complete analysis

Modelos alométricos não destrutivos para estimação da área foliar de stevia: uma análise completa e profunda

ABSTRACT

Leaf area measurement is pivotal for plant physiologists. Hence, accurate measurement of their leaf area is incredibly relevant in agronomic terms. The plant Stevia rebaudiana is a sucrose-free plant species that is now vital to the global production of sucrose-free foods. Here, we estimated S. rebaudiana leaf area using a nondestructive methodology comprising allometric equations. Through leaf length (L), leaf width (W), and/or their product (LW) the leaf area was determined. One thousand leaves were sampled from four distinct S. rebaudiana genotypes for model construction. Linear or power models were generated, and the best equation was selected using a statistical criterion. The statistical criteria indicated that the linear models best suited all genotypes tested, included a function of LW, exhibited increased stability, and precisely estimated coefficients. ANOVA revealed that both generalized and combined equations were feasible. Nevertheless, grouping all genotypes into a single model was not possible as the genotype leaf architectures were very dissimilar.

Keywords:
Stevia rebaudiana; general allometric model; leaf area estimation; linear and power models; morphological leaf traits; statistical analysis

RESUMO

A medição da área foliar é de extrema importância para os estudos de fisiologia vegetal. Assim, é fundamental a medição precisa de sua área foliar nos estudos agronômicos. Stevia rebaudiana é uma espécie produtora de esteviosídeo, uma substância utilizada como adoçante natural, mundialmente conhecida em produtos sacarose-free. A área foliar de S. rebaudiana foi estimada por metodologia não destrutiva compreendendo equações alométricas que foram determinadas através do comprimento da folha (L), largura da folha (W) e / ou seu produto (LW). Foram amostradas mil folhas de quatro genótipos distintos de S. rebaudiana para construção do modelo. Modelos lineares e não lineares foram gerados e a melhor equação foi selecionada usando-se critérios estatísticos robustos, os quais indicaram que os modelos lineares se adequavam melhor a todos os genótipos testados, exibiam maior estabilidade e precisos coeficientes estimados. A ANOVA revelou que a equação generalizada é viável; no entanto, o agrupamento de todos os genótipos em um único modelo é contraindicado, pois as arquiteturas genotípicas das folhas são muito distintas.

Palavras-chave:
Stevia rebaudiana; modelo alométrico geral; alometria foliar; modelos lineares e potenciais; características morfológicas foliares; análises estatísticas; plantas livres de açúcares

Stevia rebaudiana is a small perennial plant, reaching a height of 65-80 cm. Various stevia species contain sweetening compounds, such as diterpene glycosides but S. rebaudiana has the highest concentrations of these substances, whose are of considerable interest for sucrose-free food production. Stevia plants contain steviol glycosides, that are ~300 times sweeter than sucrose at 0.4% (w/v) (Kinghorn & Soejarto, 1991KINGHORN, AD; SOEJARTO, DD. 1991. Stevioside. In: NABORS, LO; GELARDI, RC(eds). Alternative Sweeteners, 2nd editions, revised and expanded. New York: Academic Press, p.157-171.). The incidences of cardiovascular diseases, diabetes, hypercholesterolemia, and obesity have increased globally (Guerrero et al., 2018GUERRERO, AB; EMETERIO, LS; DOMEÑO, I; IRIGOYEN, I; MURO, J. 2018. Steviol glycoside content dynamics during the growth cycle of Stevia rebaudiana Bert. American Journl of Plant Science9: 892-901.). Consequently, the demand for non-caloric sweeteners has increased and sugar consumption has decreased (Putnik et al., 2020PUTNIK, P; BEZUK, I; BARBA, FJ; LORENZO, JM; POLUNIĆ, I; BURSAĆ, DK. 2020. Sugar reduction: Stevia rebaudiana Bertoni as a natural sweetener. In: BARBA, FJ; PUTNIK, P; KOVAČEVIĆ, DB(eds). Agri-Food Industry Strategies for Healthy Diets and Sustainability. San Diego: Academic Press, p.123-152.). In addition to being natural sweeteners, stevia leaf lowers blood pressure, improves gastrointestinal function, and protects against dental caries (Kinghorn & Soejarto, 1991KINGHORN, AD; SOEJARTO, DD. 1991. Stevioside. In: NABORS, LO; GELARDI, RC(eds). Alternative Sweeteners, 2nd editions, revised and expanded. New York: Academic Press, p.157-171.). The growing worldwide demand for natural sweeteners has induced large-scale S. rebaudiana cultivation.

Humankind has learned to cultivate various plant species. The leaves of horticultural plants, such as lettuce, watercress, celery, chard, and spinach may be directly consumed. Other horticultural plants such as basil, marjoram, parsley, coriander, onion, and bay leaf are cultivated for condiments and food preservation. Still other horticultural plants such as lemongrass, chamomile, lemon, orange, eucalyptus, and stevia leaves can be consumed as such, see e.g., their use in Paraguay and other countries where they are used as tea or for sweetening purposes but are sources of commercially important compounds. Hence, in the leaves of these species are the main organs of commercial interest. For this reason, a major agroeconomic objective in the cultivation of these plants is to maximize their leaf area (LA). The leaf is the main photosynthetic organ for most plants. Thus, accurate LA determination is vital to the production of these crops (Antunes et al., 2008ANTUNES, WC; POMPELLI, MF; CARRETERO, DM; DAMATTA, FM. 2008. Allometric models for non-destructive leaf area estimation in coffee (Coffea arabica and Coffea canephora). Annals of Applied Biology153: 33-40.; Pompelli et al., 2012POMPELLI, MF; ANTUNES, WC; FERREIRA, DTRG; CAVALCANTE, PPGS; WANDERLEY-FILHO, HCL; ENDRES, L. 2012. Allometric models for non-destructive leaf area estimation of the Jatropha curcas. Biomass Bioenergy36: 77-85.). It is not possible to confirm that greater amounts of sweetening compounds are directly proportional to the leaf development. However, it is quite plausible to argue that plants with a larger leaf area are more likely to produce a greater amount of sweeteners, since the synthesis of sweeteners starts in the stroma of the chloroplasts (Totté et al., 2000TOTTÉ, N; CHARON, L; ROHMER, M; COMPERNOLLE, F; BABOEUF, I; GEUNS, JMC. 2000. Biosynthesis of the diterpenoid steviol, an ent-kaurene derivative from Stevia rebaudiana Bertoni, via the methylerythritol phosphate pathway. Tetrahedron Letters 41: 6407-6410.; Ceunen & Geuns, 2013cCEUNEN, S; GEUNS, JMC. 2013c. Steviol glycosides: chemical diversity, metabolism, and function. Journal of Natural Product76: 1201-1228.). Larger leaf area denotes more chloroplasts and consequently more sweeteners can be produced. Notwithstanding, LA measurement is critical in ecophysiological, agricultural, and ecological research (Pandey, 2011PANDEY, SK. 2011. A simple, cost-effective method for leaf area estimation. Journal of Botany 2011: 658240.). LA has been widely used to describe growth, productivity, photosynthetic efficiency, soil salinity and acidity, heat transfer, carbon, nutrients, and water exchange into the atmosphere. In turn, these properties influence crop yield (Antunes et al., 2008ANTUNES, WC; POMPELLI, MF; CARRETERO, DM; DAMATTA, FM. 2008. Allometric models for non-destructive leaf area estimation in coffee (Coffea arabica and Coffea canephora). Annals of Applied Biology153: 33-40.; Pompelli et al., 2012POMPELLI, MF; ANTUNES, WC; FERREIRA, DTRG; CAVALCANTE, PPGS; WANDERLEY-FILHO, HCL; ENDRES, L. 2012. Allometric models for non-destructive leaf area estimation of the Jatropha curcas. Biomass Bioenergy36: 77-85., 2019POMPELLI, MF; MENDES, KR; RAMOS, MV; SANTOS, JNB; YOUSSEF, DTA; PEREIRA, JD; ENDRES, L; JARMA-OROZCO, A; GOMES, RS; JARMA-ARROYO, B; SILVA, ALJ; SANTOS, MA; ANTUNES, WC. 2019. Mesophyll thickness and sclerophylly among Calotropis procera morphotypes reveal water-saved adaptation to environments. Journal of Arid Land11: 795-810.).

The direct measurement of individual LA is both, laborious, expensive, time-consuming, and constrained by logistical factors. A modeling approach is crucial for the evaluation of continuous changes in LA and growth (Pompelli et al., 2012POMPELLI, MF; ANTUNES, WC; FERREIRA, DTRG; CAVALCANTE, PPGS; WANDERLEY-FILHO, HCL; ENDRES, L. 2012. Allometric models for non-destructive leaf area estimation of the Jatropha curcas. Biomass Bioenergy36: 77-85.). Accurate LA estimation is required to understand and model ecosystem function (Antunes et al., 2008ANTUNES, WC; POMPELLI, MF; CARRETERO, DM; DAMATTA, FM. 2008. Allometric models for non-destructive leaf area estimation in coffee (Coffea arabica and Coffea canephora). Annals of Applied Biology153: 33-40.). New tools and machines, such as hand scanners and laser optic apparatuses, and more recently (Adhikari et al., 2020ADHIKARI, R; LI, C; KALBAUGH, K; NEMALI, K. 2020. A low-cost smartphone controlled sensor based on image analysis for estimating whole-plant tissue nitrogen (N) content in floriculture crops. Computadores e Eletronicos na Agricultura 169:205173.), low-cost smartphone software have been developed for LA measurements. However, some of them are too expensive and complex for basic and simple studies (Demirsoy, 2009DEMIRSOY, H. 2009. Leaf area estimation in some species of fruit tree by using models as a non-destructive method. Fruits64: 45-51.). Allometry establishes quantitative relationships among characteristic dimensions such as LA, and volume that are not readily determined directly. Allometric models estimate the leaf area in a non-destructive way and are useful in horticultural experiments. In addition, they enable LA measurements of the same leaf throughout the growth period and may, therefore, reduce data variability (Antunes et al., 2008ANTUNES, WC; POMPELLI, MF; CARRETERO, DM; DAMATTA, FM. 2008. Allometric models for non-destructive leaf area estimation in coffee (Coffea arabica and Coffea canephora). Annals of Applied Biology153: 33-40.; Pompelli et al., 2012POMPELLI, MF; ANTUNES, WC; FERREIRA, DTRG; CAVALCANTE, PPGS; WANDERLEY-FILHO, HCL; ENDRES, L. 2012. Allometric models for non-destructive leaf area estimation of the Jatropha curcas. Biomass Bioenergy36: 77-85., 2019POMPELLI, MF; MENDES, KR; RAMOS, MV; SANTOS, JNB; YOUSSEF, DTA; PEREIRA, JD; ENDRES, L; JARMA-OROZCO, A; GOMES, RS; JARMA-ARROYO, B; SILVA, ALJ; SANTOS, MA; ANTUNES, WC. 2019. Mesophyll thickness and sclerophylly among Calotropis procera morphotypes reveal water-saved adaptation to environments. Journal of Arid Land11: 795-810.). The use of simple linear measurements to predict LA for horticultural plants eliminates the need for costly LA meters (Antunes et al., 2008; Pandey, 2011PANDEY, SK. 2011. A simple, cost-effective method for leaf area estimation. Journal of Botany 2011: 658240.; Pompelli et al., 2012POMPELLI, MF; ANTUNES, WC; FERREIRA, DTRG; CAVALCANTE, PPGS; WANDERLEY-FILHO, HCL; ENDRES, L. 2012. Allometric models for non-destructive leaf area estimation of the Jatropha curcas. Biomass Bioenergy36: 77-85.;Adhikari et al., 2020ADHIKARI, R; LI, C; KALBAUGH, K; NEMALI, K. 2020. A low-cost smartphone controlled sensor based on image analysis for estimating whole-plant tissue nitrogen (N) content in floriculture crops. Computadores e Eletronicos na Agricultura 169:205173.). Modeling the linear relationships among LA and other leaf dimensions rapidly, reliably, inexpensively, accurately and nondestructively measure LA (Antunes et al., 2008ANTUNES, WC; POMPELLI, MF; CARRETERO, DM; DAMATTA, FM. 2008. Allometric models for non-destructive leaf area estimation in coffee (Coffea arabica and Coffea canephora). Annals of Applied Biology153: 33-40.; Pompelli et al., 2012POMPELLI, MF; ANTUNES, WC; FERREIRA, DTRG; CAVALCANTE, PPGS; WANDERLEY-FILHO, HCL; ENDRES, L. 2012. Allometric models for non-destructive leaf area estimation of the Jatropha curcas. Biomass Bioenergy36: 77-85.; Adhikari et al., 2020ADHIKARI, R; LI, C; KALBAUGH, K; NEMALI, K. 2020. A low-cost smartphone controlled sensor based on image analysis for estimating whole-plant tissue nitrogen (N) content in floriculture crops. Computadores e Eletronicos na Agricultura 169:205173.). The development of statistical regression models from linear leaf measurements to predict total and individual LA has been useful for growth and development studies (Achten et al., 2010ACHTEN, WMJ; MAES, WH; REUBENS, B; MATHIJS, E; SINGH, VP; VERCHOT, L; MUYS, B. 2010. Biomass production and allocation in Jatropha curcas L. seedlings under different levels of drought stress. Biomass Bioenergy 34: 667-676.; Adhikari et al., 2020ADHIKARI, R; LI, C; KALBAUGH, K; NEMALI, K. 2020. A low-cost smartphone controlled sensor based on image analysis for estimating whole-plant tissue nitrogen (N) content in floriculture crops. Computadores e Eletronicos na Agricultura 169:205173.). Thus, simple linear measurements, such as leaf length (L) and leaf width (W) are used in allometric equations to model the observed LA (Achten et al., 2010ACHTEN, WMJ; MAES, WH; REUBENS, B; MATHIJS, E; SINGH, VP; VERCHOT, L; MUYS, B. 2010. Biomass production and allocation in Jatropha curcas L. seedlings under different levels of drought stress. Biomass Bioenergy 34: 667-676.). Nondestructive allometry for LA determination has been a subject of intensive research, particularly for plants of high economic value, such as grapevine (Teobaldelli et al., 2020TEOBALDELLI, M; ROUPHAEL, Y; GONNELLA, M; BUTTARO, D; RIVERA, CM; MUGANU, M; COLLA, G; BASILE, B. 2020. Developing a fast and accurate model to estimate allometrically the total shoot leaf area in grapevines. Scientia Horticulturae 259: 108794.), purging nut (Achten et al., 2010ACHTEN, WMJ; MAES, WH; REUBENS, B; MATHIJS, E; SINGH, VP; VERCHOT, L; MUYS, B. 2010. Biomass production and allocation in Jatropha curcas L. seedlings under different levels of drought stress. Biomass Bioenergy 34: 667-676.; Pompelli et al., 2012POMPELLI, MF; ANTUNES, WC; FERREIRA, DTRG; CAVALCANTE, PPGS; WANDERLEY-FILHO, HCL; ENDRES, L. 2012. Allometric models for non-destructive leaf area estimation of the Jatropha curcas. Biomass Bioenergy36: 77-85.), among others.

In numerous studies, however, the adequacy of the model assumptions for LA estimation has not been critically assessed. Even minor violations of the underlying assumptions could invalidate the inferences drawn from the analysis (Chatterjee & Hadi, 2006CHATTERJEE, S; HADI, AS. 2006. Regression Analysis by Example. Hoboken: John Wiley & Sons.). Two prior studies described allometric models to estimate S. rebaudiana LA. Ramesh et al. (2007RAMESH, K; RAMAWAT, N; SINGH, V. 2007. Leaf area distribution pattern and non-destructive estimation methods of leaf area for Stevia rebaudiana (Bert.) Bertoni. Asian Journal of Plant Science 6: 1037-1043.) used only 80-300 leaves to construct their allometric models, and Lima Filho & Malavolta (1986LIMA FILHO, OP; MALAVOLTA, E. 1986. Estimativa de área foliar em estevia (Stevia rebaudiana (Bert.) Bertoni). Unipi. http://www.lni.unipi.it/stevia/stevia/estimativadearea.htm. AccessedMay 17, 2020.
http://www.lni.unipi.it/stevia/stevia/es...
) applied only 70 leaves for that purpose. The major flaw in both models was the lack of regression coefficients (bn), stability testing and, by extension, model validation. Furthermore, the studies did not conduct morphological analyses of the S. rebaudiana leaves. This error was serious as S. rebaudiana presents distinct and widely varied leaf morphotypes (Hastoy et al., 2019HASTOY, C; COSSON, P; CAVAIGNAC, S; BOUTIÉ, P; WAFFO-TEGUO, P; ROLIN, D; SCHURDI-LEVRAUD, V. 2019. Deciphering performances of fifteen genotypes of Stevia rebaudiana in southwestern France through dry biomass and steviol glycoside evaluation. Indian Crop Production128: 607-619.). Here, then, we propose the following hypotheses: (i) the current allometric equations for estimating S. rebaudiana LA are unbiased; (ii) the linear models are reliable for estimating S. rebaudiana LA; (iii) a generalized equation for estimating S. rebaudiana LA is feasible; and (iv) leaf length is the factor that contributes the most in the variation to the LA in various genetic materials.

MATERIAL AND METHODS

Plant material and environmental conditions

Four Stevia rebaudiana genotypes were studied: a commercial (Morita II) and three experimental (clones 4, 16, and 18), which were obtained by natural pollination in a controlled greenhouse after selection among 25 distinct started genotypes (Aramendiz-Tatis et al., 2021ARAMENDIZ-TATIS, HA; POLO, DJP; GONZÁLEZ, AIP. 2021. Caracterización morfoagronómica de 25 clones de estevia (Stevia rebaudiana Bertoni.), en condiciones del valle del Sinú medio. Revista de Investigação Agricola e Ambiental in press.). The S. rebaudiana leaves were collected from the experimental campus of the Facultad de Ciencias Agrícolas of Universidad de Córdoba (8º47’37”N, 75º51’51”W, 15 m altitude). The region has a mean annual rainfall of 1,346 mm, a relative humidity of 84%, and a mean annual temperature of 27.4ºC. It is characterized by a tropical wet climate according to the Köppen’s climate classification system.

Plant samples and processing

The S. rebaudiana individuals selected for leaf collection belonged to various age classes assuming to have wide genetic variability. One thousand healthy developing and mature leaves were harvested per genotype. The leaves were randomly sampled from various parts of the plants and measured to develop the best fitting model for predicting S. rebaudiana LA. The leaves were scanned at 1,200 dpi × 1,200 dpi resolution using the HP PSC1410 (HP Corp., Palo Alto, CA, USA), and the images were analyzed with ImagePro® Plus (v. 4.5.0.29; Media Cybernetics, Silver Spring, MD, USA) as described in detail by Pompelli et al. (2012POMPELLI, MF; ANTUNES, WC; FERREIRA, DTRG; CAVALCANTE, PPGS; WANDERLEY-FILHO, HCL; ENDRES, L. 2012. Allometric models for non-destructive leaf area estimation of the Jatropha curcas. Biomass Bioenergy36: 77-85.). The leaf samples covered the broadest possible dimensional ranges (Table 1).

Table 1
Means ± standard deviations (SD), minimum (Min) and maximum (Max) values for the leaf length and width and leaf area of 1,000 independent Stevia rebaudiana leaves. Cordoba, University of Cordoba, 2020.

Several linear and nonlinear regression models using width (W) and/or length (L) were developed for each plant genotype. The following statistical criteria were used in model selection: (i) F-test, (ii) sample-adjusted coefficients of determination, (iii) stability and standard errors of estimates, and (iv) residual dispersion patterns. The data exploration protocol of Zuur et al. (2009ZUUR, AF; ELENA, NI; ELPHICK, CS. 2009. A protocol for data exploration to avoid common statistical problems. Method Ecol Evolution1: 3-14.) was used to verify statistical assumptions such as normality and independence of errors. The Durbin-Watson criteria (Durbin & Watson, 1950DURBIN, J; WATSON, GS. 1950. Testing for serial correlation in least squares regression I. Biometrika 37: 409-428.) were applied to select accurate, parsimonious equations. In this manner, model bias, precision, simplicity, and accuracy could be evaluated (Walther & Moore, 2005WALTHER, BA; MOORE, JL. 2005. The concepts of bias, precision and accuracy, and their use in testing the performance of species richness estimators, with a literature review of estimator performance. Ecography 28: 815-829.).

Model validation

Five hundred leaves of different genotypes were sampled from various S. rebaudiana plants grown under the same conditions as those used for model construction. Previously selected models were re-estimated using new validation samples, and the data were compared by calibrating models. The estimated leaf areas (ELA) obtained with the models were plotted against the measured leaf areas (MLA) and linear regression curves were plotted.

Model identity test

To assess whether a given model could accurately estimate LA for all genotypes with distinct leaf morphology, the following statistical null hypothesis was set up: H0: β1 = β2 = βn, where β1, β2, and βn are regression coefficients. The null hypothesis postulated that there were no differences among coefficients based on the differences between the sums of squares of the complete model. Rejection of H0 implied evidence for the acceptance of the alternative hypothesis, namely, significant differences among models for all genotypes.

Principal component analysis

The morphological parameters were used to run a principal component analysis (PCA) in the PCA function of Minitab v. 18.1.0.0 (Minitab LLC, Pennsylvania State University, University Park, PA, USA). The PCA summary function calculated the proportion of variance in each morphological parameter explained by each principal component axis. For hierarchical clustering, Pearson’s correlations were used to compare similarities among genotypes via the “cor” function in R (R Core Team, Murray Hill, NJ, USA). The complete linkage method and the Euclidean distance were used for hierarchical clustering with the R index in Minitab.

Statistical data analysis

Statistical analyses were performed in Statistica v. 8.0 (StatSoft, Tulsa, OK, USA), DataFit v. 8.0.32 (Oakdale Engineering, Oakdale, PA, USA), SigmaPlot for Windows v. 11.0 (Systat Software, Inc., San Jose, CA, USA) and R v. 3.3.3 (CoreTeam, 2020CORETEAM. 2020. The R Project for Statistical Computing. Bell Laboratories. https://www.r-project.org/about.html. Accessed on April 15, 2020.
https://www.r-project.org/about.html...
). All other calculations, statistical analyses, and graph generation were performed in GerminaR (Lozano-Isla et al., 2020LOZANO-ISLA, F; ALFARO, OB; SANTANA, DG; RANAL, MA; POMPELLI, MF. 2020. Germination indexes for seed germination variables for ecophysiological studies [R package GerminaR version 1.4.2]. R Development Core Team 2020, Federal University of Pernambuco.). To identify significant differences among factors the ANOVA was performed. With a Student-Newman-Keuls test the means were compared. P<0.001 was considered statistically significant.

RESULTS AND DISCUSSION

The large sample size used in this study (n = 1,000) revealed a diversity of leaf size ranging from expanding to fully expanded leaves. The leaf length ranges were 1.74-5.49 cm (genotype 4), 2.56-6.40 cm (genotype 16), 2.27-6.07 cm (genotype 18), and 2.37-7.03 cm (Morita II). The leaf width ranges were 0.95-2.59 cm, 0.98-3.27 cm, 1.10-2.88 cm, and 1.01-2.81 cm for the same respective genotypes. Thus, the average LA were 3.77±1.10 cm2, 4.41±1.24 cm2, 5.71±1.54 cm2, and 6.29±1.62 cm2 for genotypes 4, 18, Morita, and 16, respectively (Table 1). Several studies (Antunes et al., 2008ANTUNES, WC; POMPELLI, MF; CARRETERO, DM; DAMATTA, FM. 2008. Allometric models for non-destructive leaf area estimation in coffee (Coffea arabica and Coffea canephora). Annals of Applied Biology153: 33-40.; Pompelli et al., 2012POMPELLI, MF; ANTUNES, WC; FERREIRA, DTRG; CAVALCANTE, PPGS; WANDERLEY-FILHO, HCL; ENDRES, L. 2012. Allometric models for non-destructive leaf area estimation of the Jatropha curcas. Biomass Bioenergy36: 77-85.) reported that using small sample sizes to construct leaf area allometric models can generate biased equations. A few studies used only expanded leaves (Lima Filho & Malavolta, 1986LIMA FILHO, OP; MALAVOLTA, E. 1986. Estimativa de área foliar em estevia (Stevia rebaudiana (Bert.) Bertoni). Unipi. http://www.lni.unipi.it/stevia/stevia/estimativadearea.htm. AccessedMay 17, 2020.
http://www.lni.unipi.it/stevia/stevia/es...
; Ramesh et al., 2007RAMESH, K; RAMAWAT, N; SINGH, V. 2007. Leaf area distribution pattern and non-destructive estimation methods of leaf area for Stevia rebaudiana (Bert.) Bertoni. Asian Journal of Plant Science 6: 1037-1043.; Achten et al., 2010ACHTEN, WMJ; MAES, WH; REUBENS, B; MATHIJS, E; SINGH, VP; VERCHOT, L; MUYS, B. 2010. Biomass production and allocation in Jatropha curcas L. seedlings under different levels of drought stress. Biomass Bioenergy 34: 667-676.). However, this practice is not recommended for the construction of allometric models because agricultural treatments must be applied to whole plants and not merely the leaves alone. Hence, certain size selection criteria must be met, and the management and interpretation of horticultural characteristics become difficult. Pompelli et al. (2012)POMPELLI, MF; ANTUNES, WC; FERREIRA, DTRG; CAVALCANTE, PPGS; WANDERLEY-FILHO, HCL; ENDRES, L. 2012. Allometric models for non-destructive leaf area estimation of the Jatropha curcas. Biomass Bioenergy36: 77-85.compared the methods of Achten et al. (2010)ACHTEN, WMJ; MAES, WH; REUBENS, B; MATHIJS, E; SINGH, VP; VERCHOT, L; MUYS, B. 2010. Biomass production and allocation in Jatropha curcas L. seedlings under different levels of drought stress. Biomass Bioenergy 34: 667-676. against a standard LA measurement method and found that the former were biased and substantially underestimated LA. For this reason, we were unsuccessful at validating the allometric equations proposed by Ramesh et al. (2007)RAMESH, K; RAMAWAT, N; SINGH, V. 2007. Leaf area distribution pattern and non-destructive estimation methods of leaf area for Stevia rebaudiana (Bert.) Bertoni. Asian Journal of Plant Science 6: 1037-1043. and Lima Filho & Malavolta (1986). Nevertheless, these equations were selected only based on their coefficients of determination (R2) and their standard errors of the estimate. The accuracy of those equations was not tested.

At least 125 equations were generated per genotype. Of these, at least 36 exhibited satisfactory biological behavior. To reduce complexity, we disqualified second- to sixth-order exponential, logarithmic, and polynomial equations. Therefore, we presented only nine main equations including those that were linear with a zero intercept, linear with non-zero intercept, and power models. All of them were generated from linear measurements of L, W, or both (Table 2). The coefficients of determination adjusted for degrees of freedom (Ra 2) were in the ranges of 0.7019-0.9941 (genotype 4), 0.6913-0.9965 (genotype 16), 0.7925-0.9954 (genotype 18), and 0.6628-0.9922 (Morita II) (Table 2). Models #1 and #7 did not efficiently estimate LA for any of the tested genotypes, as they generated extremely high calculated F (Fcalc) values (≤394,912.94) for the LA estimation of genotype 16 (equation #7). Figure 1 shows that equation #2 was ineffective at estimating any genotype here. Model #1 slightly overestimated LA, whereas model #2 strongly overestimated it. Equation #7 significantly underestimated the LA for all genotypes, except 16. Equation #4 significantly overestimated the LA for genotype 18. The first selection disqualified equations #1, #2, and #7 from validation but did not permit the exclusion of equation #4, as only the LA of genotype 18 was overestimated by ~38%.

Figure 1
Deviation of the estimated area from the observed leaf area (LAo) for individual leaves. Leaf areas for the genotype 4 (A), 16 (B), 18 (C), and Morita II (D) of Stevia rebaudiana were estimated using several models in which β0 and β1 are coefficients. Vertical bars denote means and spreads denote 99% confidence intervals of the difference (distribution of t-test). For details of the equations and its equation number, see Table 2. The asterisks (*) denotes biased equations. Cordoba, University of Cordoba, 2020.

Table 2
Statistical models, regression coefficients (β0 and β1), standard errors of estimates (SE), coefficients of determination adjusted for the degrees of freedom (Ra 2), mean square error (MSes), calculated F (Fcalc), P value, and equations of leaf area as a function of linear dimensions of leaves (length, L, and width, W) of Stevia rebaudiana leaves. Cordoba, University of Cordoba, 2020.

Hence, only equations #3, #4, #5, #6, #8, and #9 remained in the validation process (Figure 2). Allometric LA estimation was perfectly suited to all genotypes, and the variation was not genotype-dependent. However, analysis of the residual dispersion patterns showed that model #3 slightly overestimated the LA of the Morita II by ~1.1% (Figure 2A). Nevertheless, this error was insignificant relative to a sample size of 1,000 leaves. Therefore, equation #3 remained in the S. rebaudiana LA estimation analysis. In contrast, analysis of the residual dispersion pattern for equation #4 disclosed a slight overestimation of LA (4.4%) for genotype 16 (Figure 2B), especially for the more expanded leaves, as well as LA overestimations of ~1.3% and ~2.1% for Morita II and genotype 4, respectively. With 75% LA significant overestimation, we considered model 4 too biased for estimation and disqualified it from the subsequent analyses. Model #5 promoted an overestimation of the LA of genotype 16 by 3.5% (Figure 2C). We reanalyzed β0 for this model (-1.93, -4.05, -2.47, and -1.38 for genotypes 4, 16, 18, and Morita II, respectively) and concluded that the negative β0 would negative ELA even if the leaf length was zero. This biological condition is invalid, and this model was disqualified from the subsequent analyses. Model #6 overestimated LA for genotypes 4 and 16 by 1.9% and 4.5%, respectively, and nonsignificantly overestimated LA for genotype 18 and Morita II (Figure 2D). Thus, model #6 was disqualified for the analysis of genotypes 4 and 16, but it was used to analyze genotype 18 and Morita II.

Figure 2
Regression curves for leaf area and linear leaf dimensions: width (A; equation #3), length (B-D; equation #4, #5, and #6), and product of leaf width and leaf length (E-F; equations #8, and #9) for Stevia rebaudiana leaves: Genotypes 4 (circles), 16 (squares), 18 (diamond), and Morita II (triangle), using linear (B, C, and E) and power (A, D, and F) models. The dispersion pattern of residuals for the respective models is shown in the insets. The shaded area denotes the region of highly biased data in the equations causing an overestimation of Stevia rebaudiana leaves, while data pointed with arrows denote a slight overestimation of Stevia rebaudiana leaves. All graphs were generated with 1,000 independent leaves of each Stevia rebaudiana genotypes. Cordoba, University of Cordoba, 2020.

The equations that were retained for the subsequent analyses were #3, #8, and #9 for genotypes 4 and 16 (Figure 3) and #3, #6, #8, and #9 for genotypes 18 and Morita II (Figure 4). They satisfied the requirements of lower Fcalc values, higher sample-adjusted coefficients of determination, greater stability and standard errors of the estimate, and non-biased residual dispersion patterns. Reliability and non-biased of the allometric models proposed for LA estimation were exhibited via linear regressions between the MLA and the ELA for each of them (Figures 3 and 4). Accuracy of the β0 and β1 coefficients increased as Ra 2 approached unity. Hence, these equations could make unbiased estimates of LA for the second dataset. A careful analysis of Figures 3 and 4 showed that equations #3, #8, and #9 had linear regression coefficients near 1. Some were >0.9960 and Ra 2 ranged from 0.8543 (Figure 3D) to 0.9976 (Figure 4C). Thus, the equations proposed here for S. rebaudiana LA estimation were reliable and non-biased. In contrast, equation 6 was inappropriate for S. rebaudiana LA estimation, as its coefficients were unstable. While the linear regression between linear measurements and MLA proposed by equation #6 generated high linear determination coefficients (0.9904 and 0.9921 for genotypes 18 and Morita II, respectively; Table 2), the Ra 2 values of MLA versus ELA was only 0.6817 (Figure 4B), and 0.5123 (Figure 4F), respectively. Thus, LA estimates for a new population may not be the highest-quality ELA in the process of building allometric models. For this reason, equation #6 was disqualified from any further S. rebaudiana LA estimation.

Figure 3
The relationship between estimated and measured area for the Stevia rebaudiana leaves. Leaf area was estimated in accord of equations #3 (A, D), #8 (B, E), and #9 (C, F) for genotype 4 (A-C), and genotype 16 (D-F) (for more details of these equations, see Table 2). Dotted line represents the 1:1 relationship. n = 500. Cordoba, University of Cordoba, 2020.

Figure 4
The relationship between estimated and measured area for the Stevia rebaudiana leaves. Leaf area was estimated in accord of equations #3 (A, E), #6 (B, F), #8 (C, G), and #9 (D, H) for genotype 18 (A-D), and Morita II (E-H) (for more details of these equations, see Table 2). Dotted line represents the 1:1 relationship. n = 500. Cordoba, University of Cordoba, 2020.

The β’s coefficient stability in model validation was confirmed by analyzing the coefficients. β0 and β1 were comparatively more homogeneous in equations #8, and #9 but significantly more dispersed in equation #3 (data not shown). However, equation #8 presented lower confidence intervals for both β’s than that of equation #9. As the Ra 2 for equations #8 and #9 were terribly similar across all genotypes, both of the estimated S. rebaudiana LA were with good accuracy and without bias. Nevertheless, one objective of the present study was to develop a relatively simple, non-biased equation. For this reason, we argued that the linear equation Y = β0 + β1*LW + εi type is the best fit for S. rebaudiana LA estimation. Then, the statistical tests and validation of the mathematical models for S. rebaudiana LA estimation indicate that equation #8 is the most suitable for this purpose.

In this study we described how simple nondestructive Stevia rebaudiana leaf measurements can accurately estimate LA. The currently used linear allometric models for estimating S. rebaudiana leaf area (Lima Filho & Malavolta,1986LIMA FILHO, OP; MALAVOLTA, E. 1986. Estimativa de área foliar em estevia (Stevia rebaudiana (Bert.) Bertoni). Unipi. http://www.lni.unipi.it/stevia/stevia/estimativadearea.htm. AccessedMay 17, 2020.
http://www.lni.unipi.it/stevia/stevia/es...
; Ramesh et al., 2007RAMESH, K; RAMAWAT, N; SINGH, V. 2007. Leaf area distribution pattern and non-destructive estimation methods of leaf area for Stevia rebaudiana (Bert.) Bertoni. Asian Journal of Plant Science 6: 1037-1043.) are inappropriate. In this study, we used 1,000 leaves per genotype to build the models and another 500 leaves per genotype to validate them while Ramesh et al. (2007)RAMESH, K; RAMAWAT, N; SINGH, V. 2007. Leaf area distribution pattern and non-destructive estimation methods of leaf area for Stevia rebaudiana (Bert.) Bertoni. Asian Journal of Plant Science 6: 1037-1043. used only 80-300 leaves to construct their models. The selection based only in R2 leads to false perception of accuracy (Chatterjee & Hadi, 2006CHATTERJEE, S; HADI, AS. 2006. Regression Analysis by Example. Hoboken: John Wiley & Sons.), mainly in case of previous allometric equation (Lima Filho & Malavolta, 1986LIMA FILHO, OP; MALAVOLTA, E. 1986. Estimativa de área foliar em estevia (Stevia rebaudiana (Bert.) Bertoni). Unipi. http://www.lni.unipi.it/stevia/stevia/estimativadearea.htm. AccessedMay 17, 2020.
http://www.lni.unipi.it/stevia/stevia/es...
; Ramesh et al., 2007RAMESH, K; RAMAWAT, N; SINGH, V. 2007. Leaf area distribution pattern and non-destructive estimation methods of leaf area for Stevia rebaudiana (Bert.) Bertoni. Asian Journal of Plant Science 6: 1037-1043.) where the R2 ranged between 0.75 to 0.83. Our high Ra 2 differed from those reported by Toebe et al. (2019TOEBE, M; SOUZA, RR; MELLO, AC; MELO, PJ; SEGATTO, A; CASTANHA, AC. 2019. Leaf area estimation of squash ‘Brasileirinha’ by leaf dimensions. Ciência Rural 49: e20180932.) and Oliveira et al. (2019OLIVEIRA, VS; SANTOS, KTH; MORAIS, AL; SANTOS, GP; SANTOS, JSH; SCHMILDT, O; CZEPAK, MP; GONTIJO, I; ALEXANDRE, RS; SCHMILDT, ER. 2019. Non-destructive method for estimating the leaf area of pear cv. ‘Triunfo’. Journal of Agricultural Science 11: 14-21.) for Cucurbita moschata and Pyrus communis, respectively. The LA estimate could be calculated accurately only for certain stages of leaf development, resulting in low R2, possibly a small data set. In contrast, the high R2 obtained for the estimation of the leaf area of C. moschata (Toebe et al., 2019TOEBE, M; SOUZA, RR; MELLO, AC; MELO, PJ; SEGATTO, A; CASTANHA, AC. 2019. Leaf area estimation of squash ‘Brasileirinha’ by leaf dimensions. Ciência Rural 49: e20180932.) was derived from a very complex linear measurement of three sections per leaf. A similar analysis was conducted on P. communis (Oliveira et al., 2019OLIVEIRA, VS; SANTOS, KTH; MORAIS, AL; SANTOS, GP; SANTOS, JSH; SCHMILDT, O; CZEPAK, MP; GONTIJO, I; ALEXANDRE, RS; SCHMILDT, ER. 2019. Non-destructive method for estimating the leaf area of pear cv. ‘Triunfo’. Journal of Agricultural Science 11: 14-21.). However, none of the aforementioned studies verified residual distribution patterns or assessed β’s stability.

In another way, an allometric equation was developed for each genotype, but this approach is neither scientifically nor agronomically practical. Thus, it was essential to generate a generalized model that could reliably estimate LA for all genotypes. An identity test and the estimated β0 and β1 for the equations generated for each genotype to create a generalized model encompassing all genotypes in a single sample consisted of 4,000 leaves. Only Morita II made biased estimates of a greater positive amplitude of β0 and greater amplitude of β1 as compared to the β’s values produced by the generalized equation or those returned by the equations for each genotype. Thus, they could be estimated by a single equation, namely, LA = 0.2798 + 0.6341LW + εi [Ra 2 = 0.9471; RMSE (root mean square error) = 0.3947]. However, the ANOVA (Table 3) showed that a Fcalc was 5.8-fold higher than Fstandard (8; 3,939). For this reason, H0 was rejected, implying that the genotypes presented with distinct leaf morphologies could not be grouped into a single allometric model for S. rebaudiana LA estimation. The present study confirmed that the average leaf morphologies were distinct for the genotypes because L:W for the broader leaves of genotype 16 was smaller (1.75±0.27) than that for the narrower leaves of Morita II (2.44±0.37). Genotypes 4 and 18 shared similar morphological characteristics and had L:W of 1.96±0.27 and 2.03±0.22, respectively (Figure 5A).

Table 3
Variance analysis for linear models (Y = β0 + β1X), where X is LW product, using the set of leaves adjustment of the four distinct Stevia rebaudiana leaves: Clone 4, Clone 16, Clone 18, and Clone Morita II (n = 4,000). The dependent and independent variables were log-transformed for the analysis, following recommendations for statistical standardization of the data for variance reduction in accord of Zuur et al. (2009). Cordoba, University of Cordoba, 2020.

Figure
5. A. Principal component analysis (PCA) of the morphological parameters in four Stevia rebaudiana genotypes: 4, 16, 18, and Morita II. The large circles represent the two clusters formed by the Euclidean distance method considering ~65% of similarity. B. Loading plot graph. In Loading plot, the direction and length of the lines are directly proportional to variables importance in separating groups. Drawings of the genotype 4 (D), 16 (E), 18 (F), and Morita II (G) of Stevia rebaudiana showing their morphotypes and leaf venation patterns. Scale for figure D-G are 1 cm. PC1, principal component 1; PC2, principal component 2. C. The morphological parameters contributions in each principal components. L: leaf length. W: leaf width. L*W: product by leaf length and leaf width. L:W: leaf length : leaf width ratio. LA: leaf area. Cordoba, University of Cordoba, 2020.

Power models based on leaf L or W were the most suitable for estimating LA in perennials such as coffee (Antunes et al., 2008ANTUNES, WC; POMPELLI, MF; CARRETERO, DM; DAMATTA, FM. 2008. Allometric models for non-destructive leaf area estimation in coffee (Coffea arabica and Coffea canephora). Annals of Applied Biology153: 33-40.), purging nut (Pompelli et al., 2012POMPELLI, MF; ANTUNES, WC; FERREIRA, DTRG; CAVALCANTE, PPGS; WANDERLEY-FILHO, HCL; ENDRES, L. 2012. Allometric models for non-destructive leaf area estimation of the Jatropha curcas. Biomass Bioenergy36: 77-85.) and Suriname cherry (Pompelli et al., 2018PANDEY, SK. 2011. A simple, cost-effective method for leaf area estimation. Journal of Botany 2011: 658240.). For pear (Oliveira et al., 2019OLIVEIRA, VS; SANTOS, KTH; MORAIS, AL; SANTOS, GP; SANTOS, JSH; SCHMILDT, O; CZEPAK, MP; GONTIJO, I; ALEXANDRE, RS; SCHMILDT, ER. 2019. Non-destructive method for estimating the leaf area of pear cv. ‘Triunfo’. Journal of Agricultural Science 11: 14-21.) and squash (Toebe et al., 2019TOEBE, M; SOUZA, RR; MELLO, AC; MELO, PJ; SEGATTO, A; CASTANHA, AC. 2019. Leaf area estimation of squash ‘Brasileirinha’ by leaf dimensions. Ciência Rural 49: e20180932.), however, linear models were best suited for estimating LA. We demonstrated that separate L and W each had a relatively high Ra 2 value and a narrow residual dispersion pattern. The models did not estimate S. rebaudiana leaf area with high precision and without bias. These limitations may invalidate these models ( Chatterjee & Hadi, 2006CHATTERJEE, S; HADI, AS. 2006. Regression Analysis by Example. Hoboken: John Wiley & Sons.). Recently, certain scholars (Oliveira et al., 2019OLIVEIRA, VS; SANTOS, KTH; MORAIS, AL; SANTOS, GP; SANTOS, JSH; SCHMILDT, O; CZEPAK, MP; GONTIJO, I; ALEXANDRE, RS; SCHMILDT, ER. 2019. Non-destructive method for estimating the leaf area of pear cv. ‘Triunfo’. Journal of Agricultural Science 11: 14-21.; Toebe et al., 2019TOEBE, M; SOUZA, RR; MELLO, AC; MELO, PJ; SEGATTO, A; CASTANHA, AC. 2019. Leaf area estimation of squash ‘Brasileirinha’ by leaf dimensions. Ciência Rural 49: e20180932.) described a best-fit equation to estimate LA for various horticultural plant species when both L and W were factored into the model. Absence of bias, homoscedastic residual scatter, and high stability of the estimated coefficients and the lack of other deficiencies were realized for the best-fit LA estimation equations applicable to any horticultural plant species whose leaves are the main organ of economic interest. Then, we proposed a model wherein LA= 0.2629 + 0.6590*LW; LA= 0.1608 + 0.6715*LW; LA= 0.2957 + 0.5919*LW; and LA= 0.6246 + 0.5872*LW for the estimation of the LA of 4, 16, 18, and Morita II S. rebaudiana genotype, respectively (Ra 2= 0.9431, 0.9601, 0.9555, and 0.9129). The generalized model encompassing all genotypes was LA= 0.2798 + 0.6341*LW (Ra 2= 0.9471; RMSE= 0.3947), which accurately estimated ~93% of all S. rebaudiana LA without bias and irrespective of genotype.

PCA attempted to cluster the genotypes and demonstrated that they could not be grouped. Figure 5A shows that Morita II and genotype 16 shared similar phylogenetic characteristics as did genotypes 4 and 18. PC1 and PC2 accounted for 99.6% and revealed that the evaluated characteristics were widely distributed. A Euclidean distance similarity of ≥66% indicated that genotypes 4 and 18 could not be grouped with genotypes 16 and Morita II. In the quest for the parameters rendering genotype grouping infeasible, we verified that L:W describing leaf stretching in Morita II strongly influenced (-0.795) the PC2 axes as compared to the other genotypes (Figure 5C). This phenomenon was confirmed by drawing of the leaf morphotypes (Figures 5D-G), that confirms that L:W stretching made it impossible to group all genotypes or construct a generalized model for S. rebaudiana LA estimation. The PCA indicated wide morphological variation among S. rebaudiana leaves (Figure 5A). This phenomenon was previously addressed (Hastoy et al., 2019HASTOY, C; COSSON, P; CAVAIGNAC, S; BOUTIÉ, P; WAFFO-TEGUO, P; ROLIN, D; SCHURDI-LEVRAUD, V. 2019. Deciphering performances of fifteen genotypes of Stevia rebaudiana in southwestern France through dry biomass and steviol glycoside evaluation. Indian Crop Production128: 607-619.). Genotypes 16 and Morita II shared similar phylogenetic features as did genotypes 4 and 18. Most of the stevia species are short day plants, meaning that after a number of long nights, the plants will flower and reduce sweetener synthesis. It has been shown that growth and sweetener production continue under long days, obtained by interruption of the long nights by RED light (Ceunen & Geuns, 2013aCEUNEN, S; GEUNS, JMC. 2013a. Influence of photoperiodism on the spatio-temporal accumulation of steviol glycosides in Stevia rebaudiana (Bertoni). Plant Science198: 72-82.). Based on this, Aramendiz-Tatis et al. (2021)ARAMENDIZ-TATIS, HA; POLO, DJP; GONZÁLEZ, AIP. 2021. Caracterización morfoagronómica de 25 clones de estevia (Stevia rebaudiana Bertoni.), en condiciones del valle del Sinú medio. Revista de Investigação Agricola e Ambiental in press. describe that new S. rebaudiana genotypes are required to delay flowering, increase annual harvest, and augment stevioside production (Ashok et al., 2019ASHOK, K; SANATSUJAT, S; BIKRAM, S; SANJAY, K. 2019. CSIR-IHBT-ST-02 (IC0624506: INGR17053), a Stevia (Stevia rebaudiana) germplasm with delayed flowering by 120 days. Prolonged vegetate phase with more numbers of harvest per year. Indian Journal of Plant Genetic Resources32: 260-261.). According to these authors, Morita II has a short vegetative phase and its first flower buds appear within a few days. In contrast, genotypes 4, 16, and 18 were selected as they have late-flowering phases and, therefore, relatively larger annual harvests. Ceunen & Geuns (2013b)CEUNEN, S; GEUNS, JMC. 2013b. Spatio-temporal variation of the diterpene steviol in Stevia rebaudiana grown under different photoperiods. Phytochemistry 89: 32-38. and Ceunen & Geuns (2013a)CEUNEN, S; GEUNS, JMC. 2013c. Steviol glycosides: chemical diversity, metabolism, and function. Journal of Natural Product76: 1201-1228. reported that preventing flowering by interruption of the long nights by red light (e.g., by drones) is the easiest way.

Here, we developed simple predictive models to estimate the leaf areas of several S. rebaudiana genotypes including the globally distributed Morita II. Linear models fit S. rebaudiana LA better than power models. Therefore, the previously proposed LA estimation models should be avoided. Leaf morphology is similar among S. rebaudiana congenerics. Nevertheless, the published equations could not accurately estimate leaf area. The equations were validated by various statistical criteria and showed high coefficients of determination, coefficient stability, low sums of squares, and high simplicity. The allometric equations described herein can achieve cost-effective S. rebaudiana LA measurements and facilitate future research into the physiology and ecology of this agroeconomically important plant. In the present study, there were close relationships between the actual and model-predicted leaf area. A rapid and simple generalized equation was developed to predict S. rebaudiana leaf area, namely, LA= 0.2798 + 0.6341* LW (Ra 2= 0.9471; RMSE= 0.3947). This simple model can generate results as accurate as those produced by costly apparatus and more complex estimation models. A principal component analysis disclosed that certain genotypes had features in common, whereas others did not. The methodology formulated here and the data generated may help advance S. rebaudiana breeding with the objectives of late flowering and increased numbers of leaves per square meter. In this way, annual yield and stevioside production may be augmented.

ACKNOWLEDGEMENTS

The authors thank the Universidad de Córdoba, Colombia for funding this research. This study was financed by the Regional Group of Participatory Research of Small Farmers of the Colombian Atlantic Coast INVEPAR, Project Manejo Agronómico de Clones de Stevia rebaudiana en el Caribe Colombiano [Grants no. FCA-02-17]. Special thanks to Drs. Luis Rodríguez-Paéz and Carlos Espitia-Romero for their assistance and logistical support.

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Publication Dates

  • Publication in this collection
    05 July 2021
  • Date of issue
    Apr-Jun 2021

History

  • Received
    18 Sept 2020
  • Accepted
    21 Apr 2021
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