2022_ECPGR_Malus_descriptors_final
2022_ECPGR_Malus_descriptors_final
The Programme, which is entirely financed by the member countries, is overseen by a Steering
Committee composed of National Coordinators nominated by the participating countries. The
Coordinating Secretariat is hosted by the Alliance of Bioversity International and CIAT.
The Programme operates through Working Groups composed of pools of experts nominated
by the National Coordinators. The ECPGR Working Groups deal with either crops or general
themes related to plant genetic resources (documentation and information, in situ and on-farm
conservation, and cryopreservation). Members of the Working Groups carry out activities
based on specific ECPGR objectives, using ECPGR funds and/or their own resources.
The geographical designations employed and the presentation of material in this publication
do not imply the expression of any opinion whatsoever on the part of the Alliance concerning
the legal status of any country, territory, city or area or its authorities, or concerning the
delimitation of its frontiers or boundaries. Mention of a proprietary name does not constitute an
endorsement of the product and is given only for information.
© ECPGR 2022
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
CONTENTS
Introduction 5
Methods and prioritized descriptors for Malus 7
1. Flowers 9
1.1 Flowering phenology (Priority 1) 9
1.2 Regularity of flowering (Priority 3) 11
1.3 Occurrence of secondary flowering during summertime (Priority 3) 11
1.4 Flower colour at balloon stage (BBCH 59, E2) (Priority 3) 12
2. Fruit 13
2.1 Time of fruit ripening for harvest (harvest maturity) (Priority 1) 14
2.2 Tendency to drop fruit at harvest time (Priority 2) 15
2.3 Precocity of fruit bearing (Priority 2) 15
2.4 Productivity (Priority 2) 15
2.5 Fruit shape (Priority 1/2) 16
2.6 Regularity of shape in profile (Priority 2) 17
2.7 Presence of ribs in top view (Priority 2) (Szalatnay, 2006). 18
2.8 Fruit size (Priority 1) 18
2.9 Fruit crowning at apex (Priority 2) 19
2.10 Colour of fruit skin - ground colour at eating maturity (Priority 1) 20
2.11 Amount of over colour on fruit skin at eating maturity (Priority 1) 21
2.12 Over colour of the fully mature fruit skin at eating maturity (Priority 1) 21
2.13 Pattern of over colour on fruit skin at eating maturity (Priority 2) 22
2.14 Russet on fruit skin (Priority 1/3) 23
2.15 Tendency for greasiness on fruit skin during storage (Priority 3) 24
2.16 Aperture of eye (Priority 2) 25
2.17 Length of stalk (Priority 2) 25
2.18 Flesh colour at eating maturity (Priority 3) 26
2.19 Average number of seeds (Priority 2) 27
2.20 Photographs of picked fruit samples (adapted from Szalatnay, 2006) (Priority 1)
27
3. Tree 30
3.1 Tree global architecture (Priority 2) 30
3.2 Fruit-bearing habits (Priority 2) 31
4. Disease and pest susceptibility 33
4.1 Scab (Venturia inaequalis) (Priority 2) 33
4.2 Powdery mildew (Podosphaera leucotricha) (Priority 2) 35
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
Introduction
Developing standards to collect and share information about plant genetic resources is vital
for their conservation and use by farmers, gardeners, scientists, conservationists and
breeders.
In recent years, the ECPGR Malus/Pyrus Working Group highlighted the need to synthesize,
harmonize and prioritize an agreed set of characterization and evaluation descriptors for
Malus/Pyrus cultivated species (Lateur et al., 2006; Lateur et al., 2013), and committed to filling
this need. Common protocols and descriptors were consequently adapted, initially by a task
force formed by representatives of the Malus/Pyrus Working Group (M. Lateur, D. Szalatnay,
E. Dapena, M. Kellerhals). Further on, in the framework of an ECPGR Grant Scheme Activity
named 'Common ECPGR protocols and tools available for Characterization & Evaluation of
Malus/Pyrus genetic resources',and supported by the Federal Ministry of Food and Agriculture,
Germany, it was planned to finalize a new updated version of the former Descriptor List for
Apple (Malus) published 40 years ago.
This publication brings all the above efforts together and includes enhanced descriptions of
methods/protocols and technical practical information.
As far as possible, it was attempted to retain descriptors already in use, and many of the
descriptors proposed are the same as those previously published by, or adapted from ECPGR,
UPOV, CPVO and/or Obst-Deskriptoren NAP – Descripteurs de Fruits PAN (Szalatnay 2006).
Further descriptors are from protocols already developed and in use by collection curators,
and a small number of novel descriptors have been added where no suitable descriptor was
available.
Genetic resources, by their nature, contain a wide diversity of traits. Scales must be sufficiently
open to include this range. A general rule has been to use 1–9 scales with extreme classes (1
and 9) described as 'Extremely…', which should be taken to mean outside of what is generally
known. To maximize the accuracy of a trait description, in many tables, it is recommended to
use the intermediate class types referenced in the descriptor tables as 'X'.
Describing colour can be challenging, and illustrations are presented in the document thanks
to the work of Szalatnay (2006). It is recommend, when possible, to control the judgement of
colour against a standard colour chart such as the Royal Horticultural Society Colour Chart,and
reference to this is either included or will be included in due course in line with UPOV (2019).
Even for characterization traits, variability is observed among fruits, among sites and across
years. It is therefore ideal to collect data during a sufficiently long period of time to be able to
show the variability of the character and to define a 'median' relative value for each trait.
Most descriptors are based on comparison to reference cultivars. However, in some cases,
illustrations or absolute values have been added for further clarity. For most descriptors, it is
recommended that the list of reference cultivars is extended so that, for each category, at least
one is available for comparison.
One very important objective in standardizing descriptors is to be able to compare and analyze
data from different collections, and it is crucial to clearly describe the methodology used for
each descriptor. To aid with the comparison across different collections, it is important to record
experimental methods, numbers of replicates, ages of trees, rootstocks and management
scheme (e.g. fungicide application), and to include reference cultivars as far as possible.
Climatic data such as mean rainfall for each season can also be important to note.
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It is hoped that the descriptors below will allow the potential ranking of accessions through
relative classification; ranking will obviously need to be applied within specific contexts.
It is recommended that field observations on descriptions and/or descriptors should be
maintained for later reference and/or consideration.
• https://cgspace.cgiar.org/handle/10568/56589
• https://hdl.handle.net/10568/72794
• http://www.upov.int/edocs/tgdocs/en/tg014.pdf
• https://cpvo.europa.eu/sites/default/files/documents/malus_domestica_2.pdf
• http://www.cpc-skek.ch/fileadmin/pdf/NAP_Beschreibungshandbuecher/deskriptoren-
handbuch_nap.pdf
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
• Highly stable over time with low interaction with environmental factors
• Highly polymorphic
• Easy to score in practice
• Able to combine characterization and agronomic evaluation value where possible.
A priority ranking of the descriptors is included. It is acknowledged that capability will depend
upon time and resources. The primary characterization and evaluation traits are recommended
for prioritization. First priority descriptors are indicated in the document with “Priority 1”;
second and third priority descriptors with a “Priority 2/3”. Second and third priority descriptors
represent useful tools that can be used by curators who have the capacity to do the further
evaluation and/or characterization work.
Since many scores are relative, it is important to have representatives from a minimum set of
common reference cultivars (ideally, a minimum of 2/3) in each characterization/evaluation
site. Recommended cultivars for general comparison are listed below and are based on a
survey of the members of the ECPGR Malus/Pyrus Working Group:
• Alkmene
• Åkerö
• Ananas Reinette (syn. Reinette Ananas)
• Discovery
• Golden Delicious
• Ingrid Marie
• James Grieve
• Jonathan
• King of the Pippin (syn. Reine des Reinettes, Winter Goldparmäne)
• Reinette de Champagne
• Winter Banana
• White Transparent (syn. Transparente Blanche)
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Data should be recorded on representative trees and ideally, data should be recorded in
representative years.
Extreme climatic conditions such as high spring temperature, severe spring frost or hail are
known to affect floral phenology and fruit set/quality.
Ideally, data from several representative years should be recorded before accessions can be
fully classified.
All recorded dates should be transformed into number of days from the first of January.
Phenological classifications can then be expressed as ‘+’ or ‘–‘ (X) day differences from the
reference cultivars classified in the medium period.
It is important to organize training for technicians and field workers who will perform the
evaluation. It is recommended to check the reproducibility of data (between data collected on
the same object by different observers) and the repeatability (between observations made by
the same observer at different times).
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1. Flowers
Assessment of trees two to three times per week is generally recommended in order to observe
the correct moment when flowers open. The primary stages that need at least to be observed
are: E2 (BCCH: 59), F (BCCH: 61), F2 (BCCH: 65) and H (BCCH: 69), (according to Fleckinger
and Meier, 2001 – Figure 1). For further detail, it is recommended to follow the BBCH flowering
stages codes (Anonym, 1989, Meier, 2001). As a general rule, assessment of flowers should
not include those appearing on one-year shoots.
Some cultivars tend to produce a second flowering phase a few months after the spring
flowering period. The intensity of this flowering is much less important, but incidence
represents a risk of infection by fire blight (Erwinia amylovora). Independent descriptors
relating to secondary flowering are proposed.
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Table 2. Relative flowering season (adapted from Lateur and Populer, 1996)
State Flowering period Indicative difference Example of reference cultivars
in average days
1 Extremely early
9 Extremely late
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Table 3. Relative regularity of flowering (adapted from Watkins and Smith, 1982)
State Regularity of flowering Example of reference cultivars
1 Very Irregular
2 X
3 Irregular
4 X
5 Regular Golden Delicious
‘X’: Intermediate rating.
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Figure 2. Colour of flower petals at E2 stage (CPVO, 2006, Szalatnay, Dapena et al., 2009)
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2. Fruit
A sample of at least 6 to 12 representative fruits should be evaluated. Having identified the
most representative fruits on the tree, the same protocol should be used for each accession,
e.g. fruits taken from the sunny side at ¾ of the height of the tree. It is important to avoid the
terminal (king) fruits. In general, it is recommended to perform fruit assessments in the orchard,
in front of the tree where possible.
As per the CPVO Protocol (2006), it is recommended that all descriptions of fruit quality should
be carried out at an optimal stage of ripening for fresh consumption. Unfortunately, there are
no simple criteria to define an accession's good state of ripening, and this will remain a
subjective judgement based on the expertise of the curators; frequent observation of the trees
is recommended. Some factors offer useful indications e.g. first pre-harvest drop of healthy
fruit, change in ground- and over-colour of the fruit, and taste of the fruit (acidity, starchiness,
sugar level, firmness) but it is noted that these are themselves characterization/evaluation
characters. Iodine starch index can be also a good indicator but this is not always the case. It
is generally recommended to not pick before reaching the 6–7 starch index score (Vaysse,
Landry, 2004). For extremely late-ripening cultivars, it may be necessary to either analyze
samples of fruit picked as late as possible or after a period of post-harvest ripening.
Since ripening time is difficult to accurately predict, and it is often not practical to finely monitor
each accession, it is recommended that the level of eating maturity at the date of picking is
noted against the scale in Table 6. It should be noted that the stage of ripening for harvest and
consumption would differ for many cultivars, apart from the ‘summer-ripening’ apples. Scores
of 1 or 5 should indicate that fruits are not suitable for assessment. However, except for those
stated as to be measured at eating maturity, many of the characters below would be able to
be assessed at harvest maturity.
Table 6. Assessment of the ripening stage (for consumption) of the fruits when picked
State Optimal ripening stage (eating maturity) assessment
1 Much before optimal ripening stage
2 Just before optimal ripening stage
3 Optimal ripening stage
4 Just after optimal ripening stage
5 Much after the optimal ripening stage
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Assessment should be carried out on the same rootstock, place, type of tree and year of
planting. If planting was made in autumn, a score of 5 'in season of planting' should be applied
for the following year. The age of the tree at planting, rootstock and other relevant factors
should be noted for wider comparison.
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Figure 3. Global mean fruit shapes with illustration of the main fruit shapes (Szalatnay 2006).
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Table 11. Fruit height/width mean ratio (adapted from Dapena et al., 2009) (Priority 2)
State Ratio Representative Example of reference cultivars
average estimated
fruit shape
1 < 0.75 Flat Court-Pendu Plat (syn. Court-Pendu Rose)
Table 12. Fruit eye basin/stalk cavity width mean ratio (See Annexes 1, 2 and 3) (adapted
from Dapena et al., 2009) (Priority 3)
Representative
State Ratio average estimated Example of reference cultivars
fruit shape
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Ground colour should be scored relative to the images in Figure 6 and classifications in Table
16.
Figure 6. Illustration for fruit skin ground colours (Images: Szalatnay, 2006)
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2.12 Over colour of the fully mature fruit skin at eating maturity (Priority 1)
Again, it is recommended, when possible, to control the judgement of colour against a standard
colour chart such as the Royal Horticultural Society Colour Chart and reference to this is either
included or needs to be in due course in line with UPOV (2019).
Over colour should be scored relative to the images in Figure 7 and classifications in Table
18.
Figure 7. Illustration for fruit skin over colour assessment (adapted from Szalatnay, 2006)
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Figure 8. Illustration for fruit skin over-colour pattern assessment (adapted from Szalatnay,
2006)
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
For fruit russet coverage, at least 12 representative fruits should be evaluated. An average
score, including russet on cheeks, around eyes and in stalk basin is recorded at harvest, at full
fruit ripeness (Table 20).
4 Low to medium X
2.14.2 Russet area around stalk cavity (adapted from Szalatnay, 2006) (Priority 3)
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2.14.3 Russet area around eye basin (adapted from Szalatnay, 2006) (Priority 3)
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(Gris Braibant, Jonathan, (Cox’s Orange Pippin) (Court Pendu Rose, Auksis)
Worcester Pearmain, Åkerö)
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Figure 10. Illustration for flesh colour assessment at full maturity. 1 = White, 2 = Cream, 3 = Yellowish,
4 = Greenish, 5 = Pinkish, 6 = Red (reproduced from Dapena and Fernández, 2009).
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2.20 Photographs of picked fruit samples (adapted from Szalatnay, 2006) (Priority
1)
Samples must be representative and very young; old, high- and low-yielding trees should be
avoided, along with seasons with uncharacteristic conditions. Labels should include, as a
minimum: accession name, accession number, tree position and date. Photographs may be
taken under natural light (avoiding early morning or late afternoon) or artificial light (including
flash light in studio conditions). A standard size reference (ideally a grid) should be included
and a minimum set of views (as shown in Figure 11) should be included. All accessions for
entry into ECPGR databases should have photographs available.
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Figure 11. Examples of fruit pictures (Top photos: Courtesy of Szalatnay, 2006. Bottom
photos: Courtesy of CRA-W).
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
Figure 12. Examples of apple fruit cultivars photographed on the tree (Photos: Courtesy of
CRA-W).
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3. Tree
3.1 Tree global architecture (Priority 2)
Tree architecture should be characterized when trees are at least 7–10 years old and should
be scored using the UPOV classifications (Table 27 and Figure 13).
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Figure 14. Types of global fruit-bearing habits (reproduced from Lespinasse, 1977).
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It is also important to carefully check that the pest/disease is homogeneously distributed inside
the plot and useful to plant sufficient susceptible control cultivars throughout the field to help
identify the occurrence of localized infections.
The most widely used assessment keys are based on a global approach for the assessment
of the intensity of the pest/disease. Intensity forms the sum of two components: incidence and
severity. Incidence is the qualitative ‘presence’ and ‘absence’ of symptoms (generally defined
by the proportion of organs affected by at least one symptom); severity is the quantitative
proportion of a surface, length or volume of an organ infected by the disease. In some
instances, when more precision is needed on the type of resistance, it can be necessary to
evaluate incidence and severity independently.
The most common and easiest way for assessing the intensity of symptoms on leaves, fruits
and twigs is based on the use of global assessment scales that take into account and
integrate into one global score the incidence and severity status (Tables 30 and 31).
Incidence is defined as the estimated percentage of organs that express at least one clear
symptom of the disease and severity refers to the estimated mean area of the majority of
organs covered by clear symptoms.
Table 30. Global assessment scale for Scab infection on leaves (adapted from Lateur and
Populer, 1996)
State Field observations Visual rating estimation
Incidence (%) Severity (%)
1 No visible symptom 0
2 A few small scab spots are detectable on close scrutiny of ≤1
the tree
3 Scab immediately apparent, with lesions very thinly > 1–5 -
scattered over the tree
4 X X -
5 Infection widespread over the tree, majority of leaves with ≥ 50 ≤5
at least one lesion
6 X ≥ 50 X
7 Heavy infection; multiple lesions or more large surfaces ≥ 50 ± 25
covered by scab on most leaves. Partial leaf fall
8 X ≥ 50 X
9 Maximum infection; leaves black with scab often fallen ≥ 50 > 75
‘X’: Intermediate rating.
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Table 31. Global assessment scale for Scab infection on fruits (adapted from Lateur and
Populer, 1996)
State Field observations Visual rating estimation
Incidence (%) Severity (%)
1 No visible symptom 0 -
2 A few small scab spots are detectable on close scrutiny ≤1 -
of the tree
3 Scab immediately apparent, with lesions very thinly > 1–5 -
scattered over the tree
4 X X -
5 Infection widespread over the tree, majority of fruits with ≥ 50 ≤5
at least one lesion
6 X ≥ 50 X
Heavy infection; multiple lesions or more large surfaces ≥ 50
7 ± 25
covered by scab on most fruits, some fruits with skin
cracks in scabbed lesions
8 X ≥ 50 X
9 Maximum infection; fruits black with scab ≥ 50 > 75
‘X’: Intermediate rating.
Alternatively, and at a lower priority level, when a more precise approach is justified, it is
recommended to separate the assessment of the two complementary components of disease
intensity by making an assessment for incidence and another for severity.
The key for incidence assessment is given in Table 32 and the key for severity assessment
is given in Table 33.
Table 32. Incidence assessment key for apple scab, either on leaves or fruits (Priority 4)
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Table 33. Severity assessment key for apple scab, either on leaves or fruits (Priority 4).
State Mean proportion of scab-infected surface of leaves or
fruits – on the most infected organs (%)
1 0
2 ]0–1]
3 ]1–5]
4 X
5 ± 25
6 X
7 ± 50
8 X
9 > 90
‘X’: Intermediate rating.
Figure 15. Assessment of scab severity on leaves (reproduced from Croxall et al, 1952)
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Table 34. Global assessment scale for powdery mildew infection (primary and secondary
infections) on apple leaves, shoot tips and flower clusters (adapted from Lateur, 1999).
State Field observation Visual rating estimation
Incidence of primary
infection symptoms (%)
1 No visible macroscopic symptoms -
2 Very few (0–5%) leaves with secondary infection 0
3 Secondary infections on leaves immediately apparent. 0
Infected leaves thinly scattered over the tree (5–25%). No
primary infection
4 Same as 3 but with a few primary infections visible 0–5
5 Widespread secondary infection over the tree. Majority of 5–10
leaves with secondary infections. More twigs or flower
clusters with primary infection
6 X X
7 Heavy infection, with about half of the shoots showing ± 50
primary infection
8 X X
9 Extremely heavy infection, with nearly all twigs showing > 90
primary infection
‘X’: Intermediate rating.
Table 35. Primary powdery mildew infection assessment scale at end of shoots and in flower
clusters
Visual rating estimation
State Field observation Incidence of primary
infection symptoms (%)
1 No visible symptom 0
2 One or very few organs affected, detectable on close 0–1
scrutiny of the tree
3 Infected organs readily apparent but without important 1–5
consequences for the tree
4 X X
5 Primary mildew widespread over the branches, inducing ± 25
the infection of a substantial part of the crown
6 X X
7 Heavy infection; half of the organs are badly affected ± 50
8 X X
9 Crown completely affected, nearly all top of the organs > 90
are infected
‘X’: Intermediate rating.
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
Table 36. Assessment scale for infection of Neonectria cankers on branches (adapted from
Lateur, 1999)
State Observation in the orchard Visual rating estimation
Incidence – Proportion of twigs
and branches infected (%)
1 No visible symptoms 0
2 One or very few small cankers, detectable only on 0–1
close scrutiny of the tree
3 Directly apparent cankers without important 1–5
consequences for the tree
4 X X
5 Cankers widespread over the branches, inducing ± 25
the death or the ablation of a large part of the crown
6 X X
7 Heavy infection; about half of the crown is badly ± 50
affected with risk of ablation or death
8 X X
9 Maximum infection, tree completely affected, nearly > 90
dead
‘X’: Intermediate rating.
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Table 37. Global assessment scale for the evaluation of fire blight infection (Lateur, 1999)
State Observation in the orchard Visual rating estimation
Incidence (%)
1 No visible symptom 0
2 One or very few small infections, detectable only on ]0–1
close scrutiny of the tree
3 Directly apparent infections without important ]1–5
consequences for the tree
4 X X
5 Disease widespread over the branches, inducing the ± 25
death or the ablation of a large part of the crown
6 X X
7 Heavy infection; about half of the crown is badly ± 50
affected with risk of ablation or death
8 X X
9 Maximum infection, tree completely affected, nearly > 90
dead
‘X’: Intermediate rating.
4.5 Blossom wilt – Infection through flowers caused by Monilinia laxa (Priority
2)
With climate change, Blossom wilt (formerly defined as ‘Sclerotinia laxa’) could become an
emergent disease with severe impact in some regions. Heavy infections have already been
observed on many cultivars, especially ‘Cox’s Orange Pippin’, ‘Lord Lambourne’, ‘Alkmene’,
‘James Grieve’ and ‘Ingrid Marie’, which were highly susceptible.
The first symptoms are detectable approximately a week after full bloom by a wilting of the
blossom trusses. The infected spurs are killed and often the fungus extends into the leaves,
and the extremities of branches are killed, which may look like fire blight symptoms (Wormald,
1945).
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
Table 40. Global assessment scale for anthracnose (Elsinoë piri) on leaves (adapted from
Lateur and Populer, 1996)
State Field observations Visual rating estimation
Incidence (%) Severity (%)
1 No visible symptom 0
2 A few small anthracnose spots are detectable on close ≤1
scrutiny of the leaves
3 Anthracnose spots immediately apparent, with lesions >1–5 -
very thinly scattered over the tree
4 X X -
5 Infection widespread over the tree, majority of leaves ≥ 50 ≤5
with at least one anthracnose spot
6 X ≥ 50 X
7 Heavy infection; multiple anthracnose spots covering ≥ 50 ± 25
large surfaces on most leaves. Partial leaf fall.
8 X ≥ 50 X
9 Maximum infection; leaves surfaces covered by more ≥ 50 > 75
than 75% with anthracnose spots
‘X’: Intermediate rating.
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Table 41. Global assessment scale for anthracnose (Elsinoë piri) on fruits (adapted from
Lateur and Populer, 1996)
State Field observations Visual rating estimation
Incidence (%) Severity (%)
1 No visible symptom 0 -
2 A few small anthracnose spots are detectable on close ≤1 -
scrutiny of the fruits
3 Anthracnose spots immediately apparent, with lesions >1–5 -
very thinly scattered over the fruits on the tree
4 X X -
5 Infection widespread over the tree, majority of fruits ≥ 50 ≤5
with at least one anthracnose spot
6 X ≥ 50 X
Heavy infection; multiple anthracnose spots of larger
7 importance covering a quarter up to a third of the ≥ 50 ± 25
surfaces on most fruits, some fruits with skin cracks in
anthracnose spots
8 X ≥ 50 X
Maximum infection; more than 75% of fruit surfaces
9 covered with anthracnose spots; many fruits with skin ≥ 50 > 75
cracks and/or sunken anthracnose spots
‘X’: Intermediate rating.
Figure 16. Photos of a diversity of intensity of anthracnose symptoms (Elsinoë piri) on fruits
and leaves (Photos: Courtesy of CRA-W).
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
Table 42. Rosy aphid on leaves and fruits (adapted from Lateur, 1999)
State Observation in the orchard Visual rating estimation
Incidence
(%)
1 No visible symptom 0
2 One or very few foci, detectable only on close scrutiny ]0–1
of the tree
3 Directly apparent foci without important consequences ]1–5
for the tree
4 X X
5 Number of foci widespread over the branches, inducing ± 25
the curling of leaves
6 X X
7 Heavy infection; about half of the leaves/fruits is badly ± 50
affected
8 X X
9 Maximum infection, tree completely affected, nearly all > 90
organs with symptoms
‘X’: Intermediate rating.
NB: Other pests or diseases susceptibility assessments may be developed following the same
scoring principle.
State Appearance
1 Extremely low health foliage (> 90% of leaves suffering diverse foliar deficiencies)
2 X
3 Low health foliage (± 75% of leaves suffering diverse foliar deficiencies)
4 X
5 Medium health foliage (± 50% of leaves without foliar deficiency)
6 X
7 High health foliage (± 75% of leaves without foliar deficiency)
8 X
9 Extremely high health foliage (> 90% of leaves without any foliar deficiency)
‘X’: Intermediate rating.
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Accurately predicting ripening times is difficult and it is recommended to use a simple method
for defining the optimal picking date and to note the actual level of maturity at the date of
picking by using the scale in Table 6.
Many apples need to be picked at their correct maturity stage and have to be stored in a cool
room, cellar or fridge for a number of days, weeks or even months before they will reach their
optimal ripeness for eating. Some cultivars are not suitable for fresh consumption before
having matured. Periodically, fruits should be inspected and the change in ground colour can
be used as an indication of the maturity stage. The greenish ground colour starting to turn
yellow is a useful indication. This can be cultivar specific, and for some cultivars, the
assessment must be carried out earlier; for others, it is necessary to wait until the ground colour
becomes fully yellow.
The use of instrumental measurements can be more precise but much more time-consuming
although recommendations for these are also provided. General rules and methods
recommended for the instrumental fruit trait analysis are defined in the CTIFL reference
publication (Vaysse and Landry, 2004).
In general, the sample of fruit should be taken from the upper part of the fruit, on the sunny
side.
Ideally, each trait linked with fruit-eating quality needs to be performed at the optimal fruit
ripening stage.
Many old apple cultivars were only used for cooking, baking (compotes, cakes, pies,…) or
other simple processing methods (drying, juice, cider, syrup, etc.). These specific quality traits
are not taken into account in the present document.
Following the protocol described by Watkins and Smith (1982), assessments should be done,
as a minimum, at picking time, on a sample of at least six fruits, making two opposite
measurements at the widest part of the fruit. Measurements should be taken on both sides of
the fruits (for bi-coloured fruit, at the borders between the over-coloured zone and ground
colour).
Ideally, a second set of measurements should be taken at eating maturity (if this differs from
harvest maturity). In all cases, an 11mm probe should be used and skin should be removed.
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
The data are expressed as kg/cm2. Approximate values are included within the scale in Table
44.
Firmness should be assessed at eating maturity by evaluating the relative force needed for
masticating a bit of fruit (Table 44).
Table 44. Fruit firmness sensory assessment scale and measured with a penetrometer
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Table 46. Flesh sweetness sensory assessment scale at optimal eating maturity
State Sweetness Refractometer (°Brix)
1 Extremely low < 10
2 Very low 10–12.5
3 Low 12.5–13,5
4 X
5 Intermediate 13.5–15
6 X
7 High 15–17
8 Very high 17–20
9 Extremely high > 20
‘X’: Intermediate rating.
In a laboratory: this should be carried out at optimal eating time on a sample of at least six
representative fruits. Juice should be extracted using standard protocols with either a press or
extractor, and measurements should be taken at room temperature. Standard protocols extract
juice from two slices/fruit – with a press or an extractor – and then make the measurement on
the obtained juice with a refractometer at room temperature.
In the field: the simplest method is to place on the refractometer a mix of at least six droplets
of juice extracted by pressure between the thumb and index finger from pieces of different
representative fruits. Alternatively, a glass stick can be inserted into the fruit at two opposite
sites situated at the widest part of the fruit in order to extract droplets.
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
Measurements should be taken on juice from a sample of at least six representative fruits using
juice extraction techniques as for flesh sugar measurement.
Standard methods (Vaysse, Landry, 2004) should be used, with titration using NaOH. Data
should be expressed in g Malic acid/l, g Sulphuric acid/l or meq/l (milliequivalents/litre).
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
Assessment should be made on a sample of 20–40 fruits by monitoring the increase in the
percentage of decayed fruits and classifying them according to Table 57. The limit of storability
should be considered to be met when more than 50% of the fruits are no more eatable.
It is important to record the date of harvesting, temperature and humidity, and it is important to
note fungicide treatments applied prior to harvest. It is also valuable to note the internal fruit
quality in order to define the best period for consumption during storage.
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Selected references
AFCEV, CBNP, FPNF, BRG. 1991. Description pomologique des pommiers et poiriers. Ministères de
l’Environnement et de la Recherche et de la Technologie, Paris. 50pp.
Anonym. 1989. EPPO Crop Growth Stage Keys – Echelle OEPP des stades de développement des
plantes cultivées – Apple and Pear/Pommier et poirier. Bulletin OEPP/EPPO Bulletin 19, 373-384.
Bultitude, J. 1983. Apples – A guide to the identification of International Varieties. Mac Millan Press,
London. Pp. 324.
Chandelier, A., Mingeot, D., Ghrissi, I., Song, J.H., Lateur, M. 2022. A qPCR to detect Elsinoë piri, a re-
emerging fungal pathogen in unsprayed and organic orchards. Plant Pathology 71, 7 : 1579-1593.
CPVO-UPOV. 2006. Protocol for Distincness, uniformity and stability tests – Malus domestica Borkh. –
Apple, Angers, pp. 43.
Croxall, H. E., Gwynne, D. C., Jenkins, J. E. E. 1952. The rapid assessment of apple scab on leaves.
Plant Pathology 1, 2: 39-41.
Dapena, E., Fernández, M. Guía de descriptores de caracteres. In : Dapena, E, Blazquez, MD. 2009.
Description de las variedades de Manzana de la D.O.P Sidra de Asturias. Villaviciosa. 69pp.
http://www.serida.org/pdfs/4071.pdf
EPPO/OEPP. 1989. EPPO crop groth stage key – Apple and Pear. Bulletin OEPP/EPPO Bulletin
19:373-384.
EUFRIN, 1995. Descriptor list for Level 1 – EUROFRU Trials – Apple, pp. 9.
Gantar M. E. 2016. Hanbuch zur charakterisierung von obstarten – Apfel. Klosterneuburg, pp.57.
Lateur M. 1996. The intercompatibility of old apple cultivars selected for partial disease resistance, and
their use as pollinizers. In : Proc. Second Workshop on Pollination. Tromp, J., Wertheim, S.J., Kemp,
H. & Keulemans, J. (eds). Acta Hortic. 423 : 151-158.
Lateur M. 1999. Evaluation et caractérisation des ressources génétiques d'arbres fruitiers [Evaluation
and characterization of fruit tree genetic resources]. In: M. Chauvet, compiler. Le patrimoine fruitier.
Hier, aujourd'hui, demain [Fruit patrimony. Yesterday, today, tomorrow]. AFCEV/BRG/INRA, Paris,
France. pp. 167-177.
Lateur M., Blazek J. 2004. Evaluation descriptors for Malus. In: Maggioni L, Fischer M, Lateur M, Lamont
EJ, Lipman E, compilers. Report of a Working Group on Malus/Pyrus. Second Meeting, 2-4 May
2002, Dresden-Pillnitz, Germany. International Plant Genetic Resources Institute, Rome, Italy. pp.
76-82.
Lateur M., Populer C. 1996. Evaluation and identification methods used for apple genetic resources at
the State Plant Pathology Station in Gembloux, Belgium. In: HJ Case, editor. European Malus
Germplasm. Proceedings of a workshop, 21-24 June 1995, Wye College, University of London ().
International Plant Genetic Resources Institute, Rome. pp. 78-87.
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
Lateur M., Maggioni L., Lipman E. 2006. Report of a Working Group on Malus/Pyrus. Third Meeting, 25-
27 October 2006, Tbilisi, Georgia. Bioversity International, Rome, Italy.
Lateur M., Ordidge M., Engels J., Lipman E. 2013. Report of a Working Group on Malus/Pyrus. Fourth
Meeting, 7-9 March 2012, Weggis, Switzerland. Bioversity International, Rome, Italy.
Lespinasse J.M. 1977. La conduite du Pommier. I − Types de fructification. Incidence sur la conduite de
l’arbre. INVUFLEC, Paris.
Maggioni L., Janes R., Hayes A., Swinburne T., Lipman E., compilers. 1998. Report of a Working Group
on Malus/Pyrus. First meeting, 15-17 May 1997, Dublin, Ireland. International Plant Genetic
Resources Institute, Rome, Italy.
Meier U., 2001. Growth stages of mono and dicotyledonous plants – BBCH Monograph. Federal
Biological Research Centre for Agriculture and Forestry, Bonn, pp. 158.
Royal Horticultural Society, 1966, c.1986. R.H.S. Colour Chart. Royal Horticultural Society, London.
UPOV. 1995. Guidelines for the conduct of tests for distinctness, uniformity and stability. Apple (Fruit
Varieties).TG/14/8. International Union for the Protection of New Varieties of Plants, Geneva.
UPOV. 2005. Guidelines for the conduct of tests for distinctness, uniformity and stability. Apple (Fruit
Varieties). TG/14/9. International Union for the Protection of New Varieties of Plants, Geneva.
UPOV. 2019. Colour names for the RHS colour charts. TG/55/14. International Union for the Protection
of New Varieties of Plants, Geneva.
Vaysse, P., Landry P. 2004. Pomme – Poire – de la récolte au conditionnement – Outils pratiques.
CTIFL, Paris, pp. 123.
van der Zwet T., Oitto W.A., Brooks H.J. 1970. Scoring system for rating the severity of fire blight in
pear. Plant Disease Reporter 54:835-839.
Wormald, H. 1945. Diseases of Fruits and Hops. Crosby Lockwood & Son LTD, London, pp. 294.
Watkins R., Smith R.A., editors. 1982. Descriptor list for Apple (Malus). International Board for Plant
Genetic Resources, Rome/Commission of European Communities, Brussels, pp.46.
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Figure 17. Measurement of width and depth of basin and stalk fruit cavities (Dapena et al.,
2009)
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
Camera settings
Focus
Exposure
White balance
-F25
-1/640
-ISO100
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• The first option is appropriate if photographs are needed for a database only
• The second option is appropriate if pictures need to be used for high-quality printing
and/or as a reference for identification/verification.
Use rings (plastic, metal, model clay, …) to place fruits in the right
spots
Option 2. Taking all views separately, create a picture with photo-editing software
Resize every picture and cut out the fruit with photo-editing software (Adobe Photoshop or other)
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ECPGR Characterization and Evaluation Descriptors for Apple Genetic Resources
As an alternative, another less sophisticated option for taking fruit picture is building a simple
natural ‘light chamber’, as illustrated in Figure 20.
Choose a room with large windows oriented north or north-west, place a table near the window
and build a ‘light chamber’ with sides being either white or covered with aluminium film. Leave
an opening in front of the window as illustrated below.
In north-western European countries, the best quality pictures are obtained between around
10:00 am and 15:00 pm.
Use rings (plastic, metal, model clay, etc.) to place fruits at the
right spots (here plums as examples).
Figure 20. Illustration of an alternative way to take fruit pictures. Pictures courtesy of M.
Lateur.
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