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Effects of Early Tree Training on
Macadamia Production
Lisa McFadyen1
, David Robertson, Stephen Morris,
and Trevor Olesen2,3
ADDITIONAL INDEX WORDS. canopy management, flowering, Macadamia
integrifolia, Macadamia tetraphylla, pruning, tree structure
SUMMARY. The current industry recommendation for the training of young
macadamia (Macadamia integrifolia, Macadamia tetraphylla, and hybrids) trees is
to prune the trees to a central leader, but there is little science to support this
recommendation. We planted an orchard to assess the merits of central leader
training relative to a minimally pruned control. We used two cultivars, 246 and 816,
representing spreading and upright growth habits, respectively. Training to
a central leader reduced cumulative yields per tree over the first 3 years of
production by 16% in ‘246’ and 23% in ‘816’. The reduction in yield was correlated
with a reduction in the number of racemes per tree. The early training of the upright
cultivar 816 appeared to improve its resistance to storm damage, but no such effect
was seen in the more spreading cultivar 246. The yield penalty in training young
trees to a central leader is such that industry should reconsider its early tree training
recommendation.
M
acadamia trees have a ten-
dency to develop multiple
leaders with narrow branch
angles, and are prone to splitting in
high wind. To reduce the risk of wind
damage, the recommendation in Aus-
tralia, South Africa, and Hawaii has
been to train trees early to a central
leader that supports whorls of wide-
angled scaffold limbs (Alan, 1975;
Nagao, 1983; O’Hare et al., 2004;
Storey et al., 1953). In Australia, the
recommendation has not been widely
adopted, possibly due to the high cost
of manual pruning; mature trees with
multiple leaders and narrow branch
angles are common.
More recently, there has been
speculation that central leader training
combined with ongoing selective limb
removal as the tree matures, may main-
tain better canopy light penetration
and productivity (Bekker, 2008; Hor-
ticulture Australia Limited, 2001,
2003; Huett, 2004; McFadyen et al.,
2004a; Shaw, 2006; van Niekerk,
2008; Wilson et al., 2010) and control
tree size relative to nonpruned trees
(McFadyen et al., 2004a; Wilson et al.,
2010). However, the little work that
has been done in these areas is not
particularly supportive.
Trochoulias (1983) trained ‘246’
trees to a central leader, starting
6 months after planting, with follow-
up pruning every 4 to 8 weeks for the
next 2 years. In total, the trees were
pruned on 14 occasions. The cumula-
tive yield of the trained trees in the 4th
and 5th years after planting was 73%
lower than that of the nonpruned con-
trol trees. The large yield penalty was
likely related to the high frequency of
pruning. The published guides to train-
ing trees to a central leader only suggest
pruning the trees every 3 to 6 months in
the first 2 years after planting (Nagao,
1983; Storey et al., 1953).
Olesen et al. (2011) reported
that pruning 6-year-old ‘849’ trees
to a central leader reduced yield rela-
tive to nonpruned trees by 14% over
4 years, but, as the authors suggested,
the yield penalty may have been less if
the pruning had been undertaken
earlier.
Our aim was to compare the
industry recommendation for early
tree training with a minimally pruned
control that is more representative of
current industry practice. A workshop
was conducted before treatment ap-
plication with industry members to
decide on the specifics of the two
treatments. The trial was planted in
Mar. 2007, using cultivars 246 and
816, these being representative of
spreading and upright cultivars, re-
spectively (Vock and Bell, 1998).
Data on tree dimensions from 2008
to 2013, flowering in 2010 and 2011,
and yields from 2011 to 2013 are
presented here.
Materials and methods
The two cultivars used in the trial,
246 and 816, are believed to be M.
integrifolia (Peace et al., 2004). The
trees were grafted onto seedling root-
stocks grown from fruit from ‘H2’
trees [M. integrifolia (Peace et al.,
2002)] and planted in Mar. 2007 in
north–south rows at 7 · 3.9 m at the
Center for Tropical Horticulture,
Alstonville, New South Wales, Aus-
tralia (lat. 28.9S, long. 153.5E).
Two treatments were applied to each
cultivar: training to a central leader
and a minimally pruned control.
All trees were pruned back to
a single stem in June 2007. The
remaining stem on each tree was then
topped at three or four nodes above
the rootstock. The control trees were
not pruned again. The trained trees
were pruned by largely following the
guidelines described by O’Hare et al.
(2004) with the following variations.
After topping, buds in two of the
three axils in the uppermost whorl
on the stem were removed. The in-
tention was that the remaining bud
would form the central leader without
Units
To convert U.S. to SI,
multiply by U.S. unit SI unit
To convert SI to U.S.,
multiply by
0.3048 ft m 3.2808
2.54 inch(es) cm 0.3937
25.4 inch(es) mm 0.0394
0.4536 lb kg 2.2046
28.3495 oz g 0.0353
New South Wales Department of Primary Industries,
Wollongbar Primary Industries Institute, 1243 Brux-
ner Highway, Wollongbar, NSW 2477, Australia
The research was financially supported by the Australian
Macadamia Society and Horticulture Australia Limited
(now Horticulture Innovation Australia Limited).
We are grateful to industry representatives and other
professional and technical support staff at New South
Wales Department of Primary Industries for their help
in establishing the trial, and to the technical support
and farm staff at the Centre for Tropical Horticulture
for maintaining the trial.
1
Retired
2
Orcid number: 0000-0002-4500-1547
3
Corresponding author. E-mail: trevor.olesen@dpi.
nsw.gov.au.
doi: 10.21273/HORTTECH03479-16
• December 2016 26(6) 707
competition from other shoots at that
node and that shoots from the node
below would form the first layer of
scaffold branches. However, in Aug.
2007, we observed that the shoot
from the uppermost whorl on around
30% of the pruned trees had been lost
or was stunted whereas shoots from
the node below had grown more
vigorously. Given this, the trees were
topped at 10 to 15 mm above the
second node and a central leader and
scaffold branches were selected from
the shoots at that node. At subse-
quent prunings, if no branches had
formed on the central leader within
60 cm of the last layer of scaffold
branches, the leader was topped to
promote branching. Dense whorls of
branches that had developed on scaf-
fold branches close to the trunk were
thinned to outside branches to en-
courage horizontal growth. Long un-
branched scaffolds were tipped to
promote branching and development
of flowering wood. After Aug. 2007,
trees were pruned in Nov. 2007, Mar.
2008, Sept. 2008, and Apr. 2009. At
the final pruning, the uppermost
node of the central leader of many
trees could no longer be reached from
the ground. The fresh weights of
prunings were measured at each
pruning time except at the remedia-
tion pruning in Aug. 2007.
The four treatments (two culti-
vars · two training systems) were
arranged in a randomized complete
block design, with five blocks, one
plot of each treatment per block, and
each plot comprising four · four
trees. Measurements of yield, fruit
quality, pruning weight, and raceme
number were made on the fully buff-
ered central four trees of each plot,
except for the ‘246’ control trees
where measurements were taken from
only three of the four trees for yield,
fruit quality, and raceme number in
three of the five plots owing to storm
damage to the fourth tree.
During the course of the exper-
iment, it appeared that more nuts
were produced on buffer trees in the
control plots immediately adjacent to
the control plots of the other cultivar
suggesting a pollen parent effect. We
tested this idea by making additional
yield measurements in 2012 and
2013 for these buffer trees. Such
juxtapositions occurred in four of
the five blocks. The trees at the ends
of rows were not included in these
yield measurements, so that either
three or four trees were harvested in
each plot.
Tree height was measured in
July–Sept. from 2008 to 2013 and
canopy width, at the widest part of the
tree, was measured in Jan. 2009 and
in June–July from 2009 to 2012.
Flower racemes were counted around
anthesis in 2010 and 2011. Fruit were
harvested from the trees in Apr. 2011,
and from the ground in 2012 and
2013, at about monthly intervals
from April until September.
Fruit were dehusked and total
‘‘nut-in-shell’’ (NIS) weight per plot
was recorded. A subsample of 100
NIS was taken from each plot to
estimate moisture content and aver-
age NIS weight. The subsample mois-
ture content was used to express the
whole plot NIS weight and average
NIS weight at 10% moisture content,
which was the industry standard until
very recently, when it was changed to
3%.
In 2013, the fruit were further
assessed for kernel recovery, unsound
kernel, and first-grade kernel. Kernel
recovery is the kernel weight expre-
ssed as a percentage of the total NIS
weight. Unsound kernel is kernel
affected by insect damage, mould or
decay, or characterized by immatu-
rity, discoloration, germination, or
rancidity (Australian Macadamia So-
ciety, 1995) and is expressed relative
to the NIS on a percentage weight-
by-weight basis. First-grade kernel is
sound kernel with an oil content of
72% or more, based on whether it
floats in tap water (Mason and Wills,
1983) and is expressed relative to the
total sound kernel weight on a per-
centage weight-by-weight basis.
All the trees in the trial, includ-
ing all the buffer trees, were assessed
for storm damage on 25 May 2009
and on 29 Jan. 2013, each time
shortly after a severe storm.
Statistical analyses were con-
ducted in the R environment (R Core
Team, 2015) including tools from the
ASReml-R package (Butler et al.,
2009). Linear mixed models were
used to explain trait variability,
according to fixed effects of cultivar,
pruning, season, and their interac-
tions. Spatial variability in the orchard
was estimated by random effects
associated with the rows and col-
umns of the plots. Potential intra-
plot correlation was accommodated
by inclusion of random plot effects.
The variation in the numbers of ra-
cemes increased as the numbers in-
creased, so the numbers were modeled
on the natural logarithm scale to
meet the assumption of indepen-
dently distributed errors. Null hy-
pothesis significance tests for the
fixed effects were conducted by cal-
culation of F statistics. The models
were used to estimate means and
standard errors for each trait, for each
cultivar, pruning practice, and season.
Estimates of least significant differ-
ence at 5% critical value were also
calculated to enable statistical infer-
ence for specific effects. Pruning
weights were analyzed by two-way
analysis of variance or t tests. Storm
damage, representing the number of
trees either lodged or snapped, was
analyzed using the G test with the
William’s correction (Sokal and Rohlf,
1995). Logistic curves were fitted to
the means in Fig. 1 by nonlinear re-
gression analyses, as visual aids to help
with the interpretation of the results
from the linear models.
Results
The control trees and the trees
trained to a central leader were
pruned in the same fashion on the
first pruning date, with similar
amounts of material removed per tree
from both treatments (Table 1), but
with more material removed from the
‘816’ trees than from the ‘246’ trees.
Thereafter only the trained trees were
pruned, with a small remediation
pruning in Aug. 2007 (data not
shown) and more intensive pruning
on four later occasions (Table 1). In
total, 8 times more material was
removed from the central leader trees
than from the control trees.
The early yields of the central
leader trees were consistently lower
than those of the control trees. Sta-
tistically important (P  0.05) reduc-
tions in average yield due to pruning
were detected in 2011 for the ‘246’
trees and in 2012 for the ‘816’ trees
(Table 2). Statistically significant in-
creases in average yield over time were
detected within all cultivars and treat-
ments (P  0.05) and there was
a significant interaction effect (P 
0.05) of cultivar and season.
The cumulative yields of the
trained trees over the first 3 years of
production were 16% lower than the
control trees for ‘246’ and 23% lower
708 • December 2016 26(6)
RESEARCH REPORTS
for ‘816’ (Table 2). The cumulative
yields of ‘246’ were 67% higher than
those of ‘816’ (Table 2).
The yields of the fully self-buffered
control ‘816’ trees were lower than
those of the buffer ‘816’ trees adjacent
to control ‘246’ plots, nonsignifi-
cantly (P  0.05) so in 2012, but
significantly (P  0.05) so in 2013
[4.4 vs. 5.1 kg/tree NIS in 2012; 5.7
vs. 7.6 kg/tree NIS in 2013 (SE =
0.2)] consistent with a pollen parent
effect. The yields of the fully self-
buffered control ‘246’ trees were
not significantly different from those
of the buffer ‘246’ trees adjacent to
control ‘816’ plots in either year [4.8
vs. 6.0 kg/tree NIS in 2012; 10.1 vs.
8.2 kg/tree NIS in 2013 (SE = 0.7)].
The fruit harvested in one year
was set from the flowering in the
previous year (e.g., the 2011 harvest
was set at flowering in 2010). There
was more flowering in the control
trees than in the central leader trees
[P  0.05 (Table 2)] and more flower-
ing in ‘246’ than in ‘816’ (P  0.05),
consistent with the trends in yields.
There was also a significant seasonal
effect (P  0.05), and a significant
cultivar · season interaction (P 
0.05), again consistent with the
trends in yields.
No effect of early tree training on
average NIS weight was detected [P 
0.05 (Table 2)]. Nuts from ‘246’
were significantly lighter than those
from ‘816’ (P  0.05). Small (1 g)
but statistically important increases in
nut weight over time were observed
(P  0.05). Cultivar differences were
inconsistent over the three seasons as
evidenced by a significant interaction
(P  0.05).
There was no effect of early tree
training on the percentages of kernel
recovery, first-grade kernel, or un-
sound kernel in 2013 [P  0.05
(Table 3)]. ‘816’ had higher kernel
recovery and higher first-grade kernel
than ‘246’ (P  0.05).
Tree heights were unaffected by
early tree training [P  0.05 (Fig. 1)]
and were similar for the two cultivars
(P  0.05).
Early tree training affected can-
opy widths across and along the row
(Fig. 1). In essence, early tree training
limited the early lateral expansion of
the canopies, but the central leader
trees had much the same dimensions
as the control trees by the end of the
experiment. Canopy widths were sim-
ilar for the two cultivars (P  0.05).
The control trees of ‘816’ sus-
tained more storm damage than the
‘816’ trees trained to a central leader
(P  0.05), with 35 of the 80 control
trees lodged and two trees snapped,
Fig. 1. (A) Tree height, (B) canopy width across the row, (C) and canopy width
along the row for the control trees and the trees trained to a central leader, for
macadamia cultivars 246 and 816. The treatment symbols are described in (A). Each
symbol is the mean of five plots. Least significant differences at P = 0.05, estimated
from linear mixed models, are given on the graphs to compare the differences
between means. The fitted curves are of the form y = a/(1 D eb (c L x)
), where y is the
tree dimension in question, x is time, and a, b, and c are parameters. In (A), the
curves were fitted to all the means as there were no significant differences between
treatments. In (B) and (C), the curves were fitted to the control means and central
leader means separately as there were significant differences between treatments in
some years. The year ticks on the x axes are for 1 July; 1 m = 3.2808 ft.
• December 2016 26(6) 709
and 22 of the 80 trained trees lodged
and three trees snapped. Early tree
training had no effect on the extent of
storm damage in ‘246’ (P  0.05),
with 26 of the 80 control trees lodged
and five trees snapped, and 32 of the
80 trained trees lodged and no trees
snapped.
By the end of the study, 20% of
the trees initially trained to a central
leader had developed codominant
leaders.
Discussion
The early tree training of macada-
mia to a central leader resulted in an
18% reduction in yield over the first
3 years of production, averaged over
the two cultivars (Table 2). Part of the
reason for this seems to be related
to the flowering habit of macadamia.
Macadamia tends to flower on less
vigorous branches (Wilkie et al.,
2009) in shady parts of the canopy
(Olesen et al., 2011). Furthermore,
canopy management practices that
promote strong, vertical, vegetative
regrowth in mature trees inhibit flow-
ering on a canopy volume basis (Olesen
et al., 2016). There was evidence for
an effect of central leader training on
flowering in the raceme numbers per
tree (Table 2), with more flowering
on the control trees than on the
pruned trees in both 2010 and 2011.
It follows from the preceding argu-
ments that the removal of subordinate
branches may have reduced the pro-
pensity to flower, whereas the im-
proved illumination of the remaining
branches may have enhanced their
vigor and further reduced the propen-
sity to flower.
The response of young macada-
mia trees to training that commenced
soon after planting was similar to that
for the training of trees in the early
years of production. Olesen et al.
(2011) found that light selective limb
removal in 6-year-old ‘849’ trees
resulted in a yield penalty, whereas
pruning to a central leader resulted in
an even greater penalty.
Early tree training from planting
slowed the expansion of the canopies
(Fig. 1) and this too might have had
a detrimental effect on yields, given
that macadamia production tends to
increase with increasing orchard
light interception (McFadyen et al.,
2004b, 2013).
That the trained trees had lower
crop loads than the control trees may
Table 1. Fresh weights of prunings per tree for minimally pruned control trees
and trees that received early training to a central leader, for macadamia cultivars
246 and 816, planted in Mar. 2007.
Fresh wt of prunings (g/tree)z
2007 June 2007 Nov. 2008 Mar. 2008 Sept. 2009 Apr.
246
Control 154 ay
Central leader 141 a 34 a 310 a 127 a 687 a
816
Control 186 b
Central leader 193 b 46 a 300 a 118 a 649 a
z
1 g = 0.0353 oz.
y
Means followed by a different letter within a column had significantly different pruning weights per plot at P  0.05,
based on a two-way analysis of variance or t tests. There were four trees per plot, and five plots per treatment.
Table 2. Yields, raceme numbers, and average ‘‘nut-in-shell’’ (NIS) weights for
minimally pruned control trees and trees that received early training to a central
leader, for macadamia cultivars 246 and 816.
2010 2011 2012 2013 Total
Yield (kg/tree NIS)z
246
Control 3.2 ay
4.9 a 10.5 a 18.5 a
Central leader 1.8 b 4.4 a 9.4 a 15.6 b
816
Control 0.6 bc 4.8 a 6.0 b 11.5 c
Central leader 0.2 c 3.0 b 5.8 b 8.9 d
Racemes [no./tree (natural log)]
246
Control 255 (5.5 a) 1,719 (7.4 a)
Central leader 174 (4.9 b) 1,336 (7.2 a)
816
Control 19 (2.9 c) 551 (6.2 b)
Central leader 6 (1.7 d) 295 (5.6 c)
Avg NIS wt (g)z
246
Control 7.1 a 7.3 a 7.9 a
Central leader 7.2 a 7.3 a 7.8 a
816
Control 8.2 b 8.0 b 8.6 b
Central leader 8.3 b 8.1 b 8.7 b
z
1 kg = 2.2046 lb; 1 g = 0.0353 oz.
y
Means followed by a different letter within a column, separately for each characteristic (i.e., yield, raceme number,
and NIS weight), were significantly different at P  0.05, based on linear models. The least significant differences at
P  0.05 within and between years were 1.3 for yield, 0.4 for raceme number, and 0.2 for NIS weight.
Table 3. Percentages of kernel recovery, first-grade kernel, and unsound kernel in
2013 for minimally pruned control trees and trees that received early training to
a central leader, for macadamia cultivars 246 and 816.
Kernel recovery (%) First-grade kernel (%)
Unsound
kernel (%)
246
Control 34.0 az
96.2 a 0.4 a
Central leader 34.1 a 96.4 a 0.5 a
816
Control 35.5 b 99.1 b 0.4 a
Central leader 35.7 b 99.1 b 0.6 a
z
Means followed by a different letter within a column were significantly different at P  0.05, based on linear
models.
710 • December 2016 26(6)
RESEARCH REPORTS
help explain why the trained trees
achieved canopy sizes similar to those
of the control trees by the end of the
experiment because branch elonga-
tion is negatively correlated with crop
load (Wilkie, 2009).
Early tree training had no detect-
able effect on the measured nut char-
acteristics: average NIS weight, kernel
recovery, first-grade kernel, or un-
sound kernel (Table 3).
The cropping pattern of the trees
in our study was typical of that of
commercial orchards, with no yield in
the first few years after planting, then
an exponential increase in yield in the
first few years of production. How-
ever, macadamia does have large year-
to-year variations in yield (McFadyen
et al., 2004b, 2013) and it is not clear
the extent to which these have dis-
torted the developmental response.
The yields of ‘246’ were greater
than those of ‘816’ on trees of a sim-
ilar size (Table 2; Fig. 1). However,
‘816’ does have some traits that
might commend it, including a larger
NIS weight (Table 2), a higher kernel
recovery, and a higher percentage of
first-grade kernels (Table 3).
The early flowering of ‘246’ was
also greater than that of ‘816’ (Table
2) on canopies of comparable size
(Fig. 1) consistent with the idea that
‘816’ tends to bear its racemes deeper
within the canopy. The only previous
work on the flowering of the two
cultivars was that by Salter et al.
(2005) who studied mature trees
and found that the distance from the
end of a branch to the first raceme
encountered, whether on the primary
branch or on a subordinate branch,
was shorter for ‘246’ than for ‘816’,
which is consistent with our results.
The branches of ‘246’ are more re-
cumbent than those of ‘816’, and the
interplay between architecture, floral
physiology, and microclimate de-
serves attention.
The yields of the ‘816’ trees adja-
cent to ‘246’ trees were greater than
those of the fully self-buffered ‘816’
trees, consistent with a pollen parent
effect. The same was not true of ‘246’,
with similar yields for trees adjacent
to ‘816’ trees and fully self-buffered
trees. The difference between the cul-
tivars may relate to self-compatibility;
816 is less self-compatible than 246
(McConchie et al., 1996).
Early tree training to a central
leader improved the resistance of the
upright cultivar 816 to storm dam-
age, but had little effect on the sus-
ceptibility of the more spreading
cultivar 246. Most of the damage
was in the form of the lodging of
trees, which crudely equates with the
drag of the whole canopy. The in-
cidence of tree snapping, which in-
cluded both clean snapping and tree
splitting, two quite different forms of
mechanical failure, was too low to
analyze separately.
In summary, the current industry
recommendation of training young
trees to a central leader ought to be
reconsidered. Minimal pruning of
young trees, to remove poor crotch
angles for the sake of structural sta-
bility, appears to be a better option.
The experiment described here
ended with the 2013 harvest. The plots
were immediately reallocated for a trial
into the use of selective limb removal
to control tree height. Macadamia
trees are vigorous and productive for
many decades. Our goal is a compre-
hensive canopy management strategy
for the productive life of the trees.
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712 • December 2016 26(6)
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[19437714 hort technology] effects of early tree training on macadamia production

  • 1. Effects of Early Tree Training on Macadamia Production Lisa McFadyen1 , David Robertson, Stephen Morris, and Trevor Olesen2,3 ADDITIONAL INDEX WORDS. canopy management, flowering, Macadamia integrifolia, Macadamia tetraphylla, pruning, tree structure SUMMARY. The current industry recommendation for the training of young macadamia (Macadamia integrifolia, Macadamia tetraphylla, and hybrids) trees is to prune the trees to a central leader, but there is little science to support this recommendation. We planted an orchard to assess the merits of central leader training relative to a minimally pruned control. We used two cultivars, 246 and 816, representing spreading and upright growth habits, respectively. Training to a central leader reduced cumulative yields per tree over the first 3 years of production by 16% in ‘246’ and 23% in ‘816’. The reduction in yield was correlated with a reduction in the number of racemes per tree. The early training of the upright cultivar 816 appeared to improve its resistance to storm damage, but no such effect was seen in the more spreading cultivar 246. The yield penalty in training young trees to a central leader is such that industry should reconsider its early tree training recommendation. M acadamia trees have a ten- dency to develop multiple leaders with narrow branch angles, and are prone to splitting in high wind. To reduce the risk of wind damage, the recommendation in Aus- tralia, South Africa, and Hawaii has been to train trees early to a central leader that supports whorls of wide- angled scaffold limbs (Alan, 1975; Nagao, 1983; O’Hare et al., 2004; Storey et al., 1953). In Australia, the recommendation has not been widely adopted, possibly due to the high cost of manual pruning; mature trees with multiple leaders and narrow branch angles are common. More recently, there has been speculation that central leader training combined with ongoing selective limb removal as the tree matures, may main- tain better canopy light penetration and productivity (Bekker, 2008; Hor- ticulture Australia Limited, 2001, 2003; Huett, 2004; McFadyen et al., 2004a; Shaw, 2006; van Niekerk, 2008; Wilson et al., 2010) and control tree size relative to nonpruned trees (McFadyen et al., 2004a; Wilson et al., 2010). However, the little work that has been done in these areas is not particularly supportive. Trochoulias (1983) trained ‘246’ trees to a central leader, starting 6 months after planting, with follow- up pruning every 4 to 8 weeks for the next 2 years. In total, the trees were pruned on 14 occasions. The cumula- tive yield of the trained trees in the 4th and 5th years after planting was 73% lower than that of the nonpruned con- trol trees. The large yield penalty was likely related to the high frequency of pruning. The published guides to train- ing trees to a central leader only suggest pruning the trees every 3 to 6 months in the first 2 years after planting (Nagao, 1983; Storey et al., 1953). Olesen et al. (2011) reported that pruning 6-year-old ‘849’ trees to a central leader reduced yield rela- tive to nonpruned trees by 14% over 4 years, but, as the authors suggested, the yield penalty may have been less if the pruning had been undertaken earlier. Our aim was to compare the industry recommendation for early tree training with a minimally pruned control that is more representative of current industry practice. A workshop was conducted before treatment ap- plication with industry members to decide on the specifics of the two treatments. The trial was planted in Mar. 2007, using cultivars 246 and 816, these being representative of spreading and upright cultivars, re- spectively (Vock and Bell, 1998). Data on tree dimensions from 2008 to 2013, flowering in 2010 and 2011, and yields from 2011 to 2013 are presented here. Materials and methods The two cultivars used in the trial, 246 and 816, are believed to be M. integrifolia (Peace et al., 2004). The trees were grafted onto seedling root- stocks grown from fruit from ‘H2’ trees [M. integrifolia (Peace et al., 2002)] and planted in Mar. 2007 in north–south rows at 7 · 3.9 m at the Center for Tropical Horticulture, Alstonville, New South Wales, Aus- tralia (lat. 28.9S, long. 153.5E). Two treatments were applied to each cultivar: training to a central leader and a minimally pruned control. All trees were pruned back to a single stem in June 2007. The remaining stem on each tree was then topped at three or four nodes above the rootstock. The control trees were not pruned again. The trained trees were pruned by largely following the guidelines described by O’Hare et al. (2004) with the following variations. After topping, buds in two of the three axils in the uppermost whorl on the stem were removed. The in- tention was that the remaining bud would form the central leader without Units To convert U.S. to SI, multiply by U.S. unit SI unit To convert SI to U.S., multiply by 0.3048 ft m 3.2808 2.54 inch(es) cm 0.3937 25.4 inch(es) mm 0.0394 0.4536 lb kg 2.2046 28.3495 oz g 0.0353 New South Wales Department of Primary Industries, Wollongbar Primary Industries Institute, 1243 Brux- ner Highway, Wollongbar, NSW 2477, Australia The research was financially supported by the Australian Macadamia Society and Horticulture Australia Limited (now Horticulture Innovation Australia Limited). We are grateful to industry representatives and other professional and technical support staff at New South Wales Department of Primary Industries for their help in establishing the trial, and to the technical support and farm staff at the Centre for Tropical Horticulture for maintaining the trial. 1 Retired 2 Orcid number: 0000-0002-4500-1547 3 Corresponding author. E-mail: trevor.olesen@dpi. nsw.gov.au. doi: 10.21273/HORTTECH03479-16 • December 2016 26(6) 707
  • 2. competition from other shoots at that node and that shoots from the node below would form the first layer of scaffold branches. However, in Aug. 2007, we observed that the shoot from the uppermost whorl on around 30% of the pruned trees had been lost or was stunted whereas shoots from the node below had grown more vigorously. Given this, the trees were topped at 10 to 15 mm above the second node and a central leader and scaffold branches were selected from the shoots at that node. At subse- quent prunings, if no branches had formed on the central leader within 60 cm of the last layer of scaffold branches, the leader was topped to promote branching. Dense whorls of branches that had developed on scaf- fold branches close to the trunk were thinned to outside branches to en- courage horizontal growth. Long un- branched scaffolds were tipped to promote branching and development of flowering wood. After Aug. 2007, trees were pruned in Nov. 2007, Mar. 2008, Sept. 2008, and Apr. 2009. At the final pruning, the uppermost node of the central leader of many trees could no longer be reached from the ground. The fresh weights of prunings were measured at each pruning time except at the remedia- tion pruning in Aug. 2007. The four treatments (two culti- vars · two training systems) were arranged in a randomized complete block design, with five blocks, one plot of each treatment per block, and each plot comprising four · four trees. Measurements of yield, fruit quality, pruning weight, and raceme number were made on the fully buff- ered central four trees of each plot, except for the ‘246’ control trees where measurements were taken from only three of the four trees for yield, fruit quality, and raceme number in three of the five plots owing to storm damage to the fourth tree. During the course of the exper- iment, it appeared that more nuts were produced on buffer trees in the control plots immediately adjacent to the control plots of the other cultivar suggesting a pollen parent effect. We tested this idea by making additional yield measurements in 2012 and 2013 for these buffer trees. Such juxtapositions occurred in four of the five blocks. The trees at the ends of rows were not included in these yield measurements, so that either three or four trees were harvested in each plot. Tree height was measured in July–Sept. from 2008 to 2013 and canopy width, at the widest part of the tree, was measured in Jan. 2009 and in June–July from 2009 to 2012. Flower racemes were counted around anthesis in 2010 and 2011. Fruit were harvested from the trees in Apr. 2011, and from the ground in 2012 and 2013, at about monthly intervals from April until September. Fruit were dehusked and total ‘‘nut-in-shell’’ (NIS) weight per plot was recorded. A subsample of 100 NIS was taken from each plot to estimate moisture content and aver- age NIS weight. The subsample mois- ture content was used to express the whole plot NIS weight and average NIS weight at 10% moisture content, which was the industry standard until very recently, when it was changed to 3%. In 2013, the fruit were further assessed for kernel recovery, unsound kernel, and first-grade kernel. Kernel recovery is the kernel weight expre- ssed as a percentage of the total NIS weight. Unsound kernel is kernel affected by insect damage, mould or decay, or characterized by immatu- rity, discoloration, germination, or rancidity (Australian Macadamia So- ciety, 1995) and is expressed relative to the NIS on a percentage weight- by-weight basis. First-grade kernel is sound kernel with an oil content of 72% or more, based on whether it floats in tap water (Mason and Wills, 1983) and is expressed relative to the total sound kernel weight on a per- centage weight-by-weight basis. All the trees in the trial, includ- ing all the buffer trees, were assessed for storm damage on 25 May 2009 and on 29 Jan. 2013, each time shortly after a severe storm. Statistical analyses were con- ducted in the R environment (R Core Team, 2015) including tools from the ASReml-R package (Butler et al., 2009). Linear mixed models were used to explain trait variability, according to fixed effects of cultivar, pruning, season, and their interac- tions. Spatial variability in the orchard was estimated by random effects associated with the rows and col- umns of the plots. Potential intra- plot correlation was accommodated by inclusion of random plot effects. The variation in the numbers of ra- cemes increased as the numbers in- creased, so the numbers were modeled on the natural logarithm scale to meet the assumption of indepen- dently distributed errors. Null hy- pothesis significance tests for the fixed effects were conducted by cal- culation of F statistics. The models were used to estimate means and standard errors for each trait, for each cultivar, pruning practice, and season. Estimates of least significant differ- ence at 5% critical value were also calculated to enable statistical infer- ence for specific effects. Pruning weights were analyzed by two-way analysis of variance or t tests. Storm damage, representing the number of trees either lodged or snapped, was analyzed using the G test with the William’s correction (Sokal and Rohlf, 1995). Logistic curves were fitted to the means in Fig. 1 by nonlinear re- gression analyses, as visual aids to help with the interpretation of the results from the linear models. Results The control trees and the trees trained to a central leader were pruned in the same fashion on the first pruning date, with similar amounts of material removed per tree from both treatments (Table 1), but with more material removed from the ‘816’ trees than from the ‘246’ trees. Thereafter only the trained trees were pruned, with a small remediation pruning in Aug. 2007 (data not shown) and more intensive pruning on four later occasions (Table 1). In total, 8 times more material was removed from the central leader trees than from the control trees. The early yields of the central leader trees were consistently lower than those of the control trees. Sta- tistically important (P 0.05) reduc- tions in average yield due to pruning were detected in 2011 for the ‘246’ trees and in 2012 for the ‘816’ trees (Table 2). Statistically significant in- creases in average yield over time were detected within all cultivars and treat- ments (P 0.05) and there was a significant interaction effect (P 0.05) of cultivar and season. The cumulative yields of the trained trees over the first 3 years of production were 16% lower than the control trees for ‘246’ and 23% lower 708 • December 2016 26(6) RESEARCH REPORTS
  • 3. for ‘816’ (Table 2). The cumulative yields of ‘246’ were 67% higher than those of ‘816’ (Table 2). The yields of the fully self-buffered control ‘816’ trees were lower than those of the buffer ‘816’ trees adjacent to control ‘246’ plots, nonsignifi- cantly (P 0.05) so in 2012, but significantly (P 0.05) so in 2013 [4.4 vs. 5.1 kg/tree NIS in 2012; 5.7 vs. 7.6 kg/tree NIS in 2013 (SE = 0.2)] consistent with a pollen parent effect. The yields of the fully self- buffered control ‘246’ trees were not significantly different from those of the buffer ‘246’ trees adjacent to control ‘816’ plots in either year [4.8 vs. 6.0 kg/tree NIS in 2012; 10.1 vs. 8.2 kg/tree NIS in 2013 (SE = 0.7)]. The fruit harvested in one year was set from the flowering in the previous year (e.g., the 2011 harvest was set at flowering in 2010). There was more flowering in the control trees than in the central leader trees [P 0.05 (Table 2)] and more flower- ing in ‘246’ than in ‘816’ (P 0.05), consistent with the trends in yields. There was also a significant seasonal effect (P 0.05), and a significant cultivar · season interaction (P 0.05), again consistent with the trends in yields. No effect of early tree training on average NIS weight was detected [P 0.05 (Table 2)]. Nuts from ‘246’ were significantly lighter than those from ‘816’ (P 0.05). Small (1 g) but statistically important increases in nut weight over time were observed (P 0.05). Cultivar differences were inconsistent over the three seasons as evidenced by a significant interaction (P 0.05). There was no effect of early tree training on the percentages of kernel recovery, first-grade kernel, or un- sound kernel in 2013 [P 0.05 (Table 3)]. ‘816’ had higher kernel recovery and higher first-grade kernel than ‘246’ (P 0.05). Tree heights were unaffected by early tree training [P 0.05 (Fig. 1)] and were similar for the two cultivars (P 0.05). Early tree training affected can- opy widths across and along the row (Fig. 1). In essence, early tree training limited the early lateral expansion of the canopies, but the central leader trees had much the same dimensions as the control trees by the end of the experiment. Canopy widths were sim- ilar for the two cultivars (P 0.05). The control trees of ‘816’ sus- tained more storm damage than the ‘816’ trees trained to a central leader (P 0.05), with 35 of the 80 control trees lodged and two trees snapped, Fig. 1. (A) Tree height, (B) canopy width across the row, (C) and canopy width along the row for the control trees and the trees trained to a central leader, for macadamia cultivars 246 and 816. The treatment symbols are described in (A). Each symbol is the mean of five plots. Least significant differences at P = 0.05, estimated from linear mixed models, are given on the graphs to compare the differences between means. The fitted curves are of the form y = a/(1 D eb (c L x) ), where y is the tree dimension in question, x is time, and a, b, and c are parameters. In (A), the curves were fitted to all the means as there were no significant differences between treatments. In (B) and (C), the curves were fitted to the control means and central leader means separately as there were significant differences between treatments in some years. The year ticks on the x axes are for 1 July; 1 m = 3.2808 ft. • December 2016 26(6) 709
  • 4. and 22 of the 80 trained trees lodged and three trees snapped. Early tree training had no effect on the extent of storm damage in ‘246’ (P 0.05), with 26 of the 80 control trees lodged and five trees snapped, and 32 of the 80 trained trees lodged and no trees snapped. By the end of the study, 20% of the trees initially trained to a central leader had developed codominant leaders. Discussion The early tree training of macada- mia to a central leader resulted in an 18% reduction in yield over the first 3 years of production, averaged over the two cultivars (Table 2). Part of the reason for this seems to be related to the flowering habit of macadamia. Macadamia tends to flower on less vigorous branches (Wilkie et al., 2009) in shady parts of the canopy (Olesen et al., 2011). Furthermore, canopy management practices that promote strong, vertical, vegetative regrowth in mature trees inhibit flow- ering on a canopy volume basis (Olesen et al., 2016). There was evidence for an effect of central leader training on flowering in the raceme numbers per tree (Table 2), with more flowering on the control trees than on the pruned trees in both 2010 and 2011. It follows from the preceding argu- ments that the removal of subordinate branches may have reduced the pro- pensity to flower, whereas the im- proved illumination of the remaining branches may have enhanced their vigor and further reduced the propen- sity to flower. The response of young macada- mia trees to training that commenced soon after planting was similar to that for the training of trees in the early years of production. Olesen et al. (2011) found that light selective limb removal in 6-year-old ‘849’ trees resulted in a yield penalty, whereas pruning to a central leader resulted in an even greater penalty. Early tree training from planting slowed the expansion of the canopies (Fig. 1) and this too might have had a detrimental effect on yields, given that macadamia production tends to increase with increasing orchard light interception (McFadyen et al., 2004b, 2013). That the trained trees had lower crop loads than the control trees may Table 1. Fresh weights of prunings per tree for minimally pruned control trees and trees that received early training to a central leader, for macadamia cultivars 246 and 816, planted in Mar. 2007. Fresh wt of prunings (g/tree)z 2007 June 2007 Nov. 2008 Mar. 2008 Sept. 2009 Apr. 246 Control 154 ay Central leader 141 a 34 a 310 a 127 a 687 a 816 Control 186 b Central leader 193 b 46 a 300 a 118 a 649 a z 1 g = 0.0353 oz. y Means followed by a different letter within a column had significantly different pruning weights per plot at P 0.05, based on a two-way analysis of variance or t tests. There were four trees per plot, and five plots per treatment. Table 2. Yields, raceme numbers, and average ‘‘nut-in-shell’’ (NIS) weights for minimally pruned control trees and trees that received early training to a central leader, for macadamia cultivars 246 and 816. 2010 2011 2012 2013 Total Yield (kg/tree NIS)z 246 Control 3.2 ay 4.9 a 10.5 a 18.5 a Central leader 1.8 b 4.4 a 9.4 a 15.6 b 816 Control 0.6 bc 4.8 a 6.0 b 11.5 c Central leader 0.2 c 3.0 b 5.8 b 8.9 d Racemes [no./tree (natural log)] 246 Control 255 (5.5 a) 1,719 (7.4 a) Central leader 174 (4.9 b) 1,336 (7.2 a) 816 Control 19 (2.9 c) 551 (6.2 b) Central leader 6 (1.7 d) 295 (5.6 c) Avg NIS wt (g)z 246 Control 7.1 a 7.3 a 7.9 a Central leader 7.2 a 7.3 a 7.8 a 816 Control 8.2 b 8.0 b 8.6 b Central leader 8.3 b 8.1 b 8.7 b z 1 kg = 2.2046 lb; 1 g = 0.0353 oz. y Means followed by a different letter within a column, separately for each characteristic (i.e., yield, raceme number, and NIS weight), were significantly different at P 0.05, based on linear models. The least significant differences at P 0.05 within and between years were 1.3 for yield, 0.4 for raceme number, and 0.2 for NIS weight. Table 3. Percentages of kernel recovery, first-grade kernel, and unsound kernel in 2013 for minimally pruned control trees and trees that received early training to a central leader, for macadamia cultivars 246 and 816. Kernel recovery (%) First-grade kernel (%) Unsound kernel (%) 246 Control 34.0 az 96.2 a 0.4 a Central leader 34.1 a 96.4 a 0.5 a 816 Control 35.5 b 99.1 b 0.4 a Central leader 35.7 b 99.1 b 0.6 a z Means followed by a different letter within a column were significantly different at P 0.05, based on linear models. 710 • December 2016 26(6) RESEARCH REPORTS
  • 5. help explain why the trained trees achieved canopy sizes similar to those of the control trees by the end of the experiment because branch elonga- tion is negatively correlated with crop load (Wilkie, 2009). Early tree training had no detect- able effect on the measured nut char- acteristics: average NIS weight, kernel recovery, first-grade kernel, or un- sound kernel (Table 3). The cropping pattern of the trees in our study was typical of that of commercial orchards, with no yield in the first few years after planting, then an exponential increase in yield in the first few years of production. How- ever, macadamia does have large year- to-year variations in yield (McFadyen et al., 2004b, 2013) and it is not clear the extent to which these have dis- torted the developmental response. The yields of ‘246’ were greater than those of ‘816’ on trees of a sim- ilar size (Table 2; Fig. 1). However, ‘816’ does have some traits that might commend it, including a larger NIS weight (Table 2), a higher kernel recovery, and a higher percentage of first-grade kernels (Table 3). The early flowering of ‘246’ was also greater than that of ‘816’ (Table 2) on canopies of comparable size (Fig. 1) consistent with the idea that ‘816’ tends to bear its racemes deeper within the canopy. The only previous work on the flowering of the two cultivars was that by Salter et al. (2005) who studied mature trees and found that the distance from the end of a branch to the first raceme encountered, whether on the primary branch or on a subordinate branch, was shorter for ‘246’ than for ‘816’, which is consistent with our results. The branches of ‘246’ are more re- cumbent than those of ‘816’, and the interplay between architecture, floral physiology, and microclimate de- serves attention. The yields of the ‘816’ trees adja- cent to ‘246’ trees were greater than those of the fully self-buffered ‘816’ trees, consistent with a pollen parent effect. The same was not true of ‘246’, with similar yields for trees adjacent to ‘816’ trees and fully self-buffered trees. The difference between the cul- tivars may relate to self-compatibility; 816 is less self-compatible than 246 (McConchie et al., 1996). Early tree training to a central leader improved the resistance of the upright cultivar 816 to storm dam- age, but had little effect on the sus- ceptibility of the more spreading cultivar 246. Most of the damage was in the form of the lodging of trees, which crudely equates with the drag of the whole canopy. The in- cidence of tree snapping, which in- cluded both clean snapping and tree splitting, two quite different forms of mechanical failure, was too low to analyze separately. In summary, the current industry recommendation of training young trees to a central leader ought to be reconsidered. Minimal pruning of young trees, to remove poor crotch angles for the sake of structural sta- bility, appears to be a better option. The experiment described here ended with the 2013 harvest. The plots were immediately reallocated for a trial into the use of selective limb removal to control tree height. Macadamia trees are vigorous and productive for many decades. Our goal is a compre- hensive canopy management strategy for the productive life of the trees. Literature cited Alan, P. 1975. Pruning of macadamia trees. Citrus Subtrop. Fruit J. 501:13–16. Australian Macadamia Society. 1995. Recommended standards for sampling and nut-in-shell evaluation. Austral. Macadamia Soc. News Bul. 22(3):12–14. Bekker, T. 2008. Pruning: Is it worthwhile? In a Nutshell 2008(July/Aug.):16–19. Butler, D., B. Cullis, A.R. Gilmour, and B. Gogel. 2009. ASReml-R reference manual. 28 Mar. 2010. http://www. vsn-intl.com/products/asreml/. Horticulture Australia Limited. 2001. Innovation of super high density plant- ings in the macadamia industry. Final Rpt. MC01041. Hort. Austral. Ltd., Sydney, Australia. Horticulture Australia Limited. 2003. Innovation of super high density plant- ings in the macadamia industry 2nd workshop. Final Rpt. MC03010. Hort. Austral. Ltd., Sydney, Australia. Huett, D.O. 2004. Macadamia physiol- ogy review: A canopy light response study and literature review. Austral. J. Agr. Res. 55:609–624. Mason, R.L. and R.B.H. Wills. 1983. Evaluation of the use of specific gravity as an objective index of the quality of Aus- tralian macadamia nuts. Food Austral. 35:245–248. McConchie, C.A., N.M. Meyers, V. Vithanage, and C.G.N. Turnbull. 1996. Pollen parent effects on nut quality and yield in macadamia. Final Rpt. MC302. Hort. Austral. Ltd., Sydney, Australia. McFadyen, L., S. Stead, and C. Searle. 2004a. Practical solutions to canopy man- agement. Proc. Austral. Macadamia Soc. Conf. 2004. Austral. Macadamia Soc., Lismore, Australia. p. 55–70. McFadyen, L.M., S.G. Morris, M.A. Oldham, D.O. Huett, N.M. Meyers, J. Wood, and C.A. McConchie. 2004b. The relationship between orchard crowding, light interception, and productivity in macadamia. Austral. J. Agr. Res. 55:1029– 1038. McFadyen, L.M., D. Robertson, M. Sedgley, P. Kristiansen, and T. Olesen. 2013. Production trends in mature mac- adamia orchards and the effects of selec- tive limb removal, side-hedging, and topping on yield, nut characteristics, tree size, and economics. HortTechnology 23:64–73. Nagao, M.A. 1983. Pruning and training of macadamia trees. Macadamia Pro- duction Seminar ’83 Procs. Hawaii Mac- adamia Nut Assn., Hawaii Inst. Trop. Agr. Human Resources, Hilo, HI. p. 19. O’Hare, P., K. Quinlan, R. Stephenson, and N. Vock. 2004. Growing guide: Macadamia grower’s handbook. Queens- land Dept. Primary Ind., Brisbane, Australia. Olesen, T., D. Huett, and G. Smith. 2011. The production of flowers, fruit and leafy shoots in pruned macadamia trees. Funct. Plant Biol. 38:327–336. Olesen, T., D. Robertson, A. Janetzki, and T. Robertson. 2016. Half-topping ‘A4’ macadamia trees has a markedly dif- ferent effect on yield than full-topping. Austral. J. Bot. 64 (In press). Peace, C., V. Vithanage, C. Turnbull, and B.J. Carroll. 2002. Characterising macad- amia germplasm with codominant radio- labelled DNA amplification fingerprinting (RAF) markers. Acta Hort. 575:371–380. Peace, C.P., V. Vithanage, J. Neal, C.G.N. Turnbull, and B.J. Carroll. 2004. A com- parison of molecular markers for genetic analysis of macadamia. J. Hort. Sci. Bio- technol. 79:965–970. R Core Team. 2015. R: A language and environment for statistical computing. 1 July 2016. http://www.R-project.org/. Salter, B., C. Hardner, R. Forrester, C. Levitt, K. Mathews, and C. McConchie. 2005. 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  • 6. management in macadamia. Final Rpt. MC0035. Hort. Austral. Ltd., Sydney, Australia. Shaw, A. 2006. Urgent formative prun- ing. In a Nutshell 2006(Mar./Apr.):14– 17. Sokal, R.R. and F.J. Rohlf. 1995. Bi- ometry. 3rd ed. Freeman, New York, NY. Storey, W.B., R.A. Hamilton, and E.T. Fukunaga. 1953. The relationship of nodal structure to training macadamia trees. Proc. Amer. Soc. Hort. Sci. 61:317. Trochoulias, T. 1983. The effect of training on growth and early cropping of macadamia. In: R.A. Stephenson and E.C. Gallagher (eds.). Proc. First Austral. Macadamia Res. Wkshp. Queensland Dept. Primary Ind., Brisbane, Australia. van Niekerk, K. 2008. Guidelines for the care and management of newly planted macadamia trees. In a Nutshell 2008 (July/Aug.):7–10. Vock, N.T. and D. Bell. 1998. Macadamia variety identifier. Queensland Dept. Pri- mary Ind., Brisbane, Australia. Wilkie, J.D. 2009. Interactions between the vegetative growth, flowering and yield of macadamia (Macadamia integrifolia, M. integrifolia · M. tetraphylla) in a canopy management context. PhD Diss., Univ. New England, Armidale, Australia. Wilkie, J.D., M. Sedgley, S. Morris, S. Muldoon, and T. Olesen. 2009. Charac- teristics of flowering stems and raceme position in macadamia. J. Hort. Sci. Bio- technol. 84:387–392. Wilson, K., L. Bryen, T. Inderbitzin, and R. Norris. 2010. Canopy manage- ment and planting densities in South Africa. Austral. Macadamia Soc. News Bul. 38(1):41–43. 712 • December 2016 26(6) RESEARCH REPORTS