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General enquiries on this form should be made to: Defra, Science Directorate, Management Support and Finance Team, Telephone No. 020 7238 1612 E-mail: [email protected] SID 5 Research Project Final Report SID 5 (Rev. 3/06) Page 1 of 29

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General enquiries on this form should be made to:

General enquiries on this form should be made to:

Defra, Science Directorate, Management Support and Finance Team,

Telephone No.020 7238 1612E-mail:[email protected]

SID 5Research Project Final Report

Note

In line with the Freedom of Information Act 2000, Defra aims to place the results of its completed research projects in the public domain wherever possible. The SID 5 (Research Project Final Report) is designed to capture the information on the results and outputs of Defra-funded research in a format that is easily publishable through the Defra website. A SID 5 must be completed for all projects.

· This form is in Word format and the boxes may be expanded or reduced, as appropriate.

ACCESS TO INFORMATION

The information collected on this form will be stored electronically and may be sent to any part of Defra, or to individual researchers or organisations outside Defra for the purposes of reviewing the project. Defra may also disclose the information to any outside organisation acting as an agent authorised by Defra to process final research reports on its behalf. Defra intends to publish this form on its website, unless there are strong reasons not to, which fully comply with exemptions under the Environmental Information Regulations or the Freedom of Information Act 2000.

Defra may be required to release information, including personal data and commercial information, on request under the Environmental Information Regulations or the Freedom of Information Act 2000. However, Defra will not permit any unwarranted breach of confidentiality or act in contravention of its obligations under the Data Protection Act 1998. Defra or its appointed agents may use the name, address or other details on your form to contact you in connection with occasional customer research aimed at improving the processes through which Defra works with its contractors.

Project identification

1.Defra Project code

HH3709SHN

2.Project title

Techniques and breeding lines for the genetic improvement of hardy nursery stock

3.Contractororganisation(s)

East Malling Research

New Road

East Malling, Kent

ME19 6BJ

     

     

54.Total Defra project costs

££447,636

(agreed fixed price)

5.Project:start date

01 April 2003

end date

31 March 2008

6.It is Defra’s intention to publish this form.

Please confirm your agreement to do so.YES FORMCHECKBOX NO FORMCHECKBOX

(a)When preparing SID 5s contractors should bear in mind that Defra intends that they be made public. They should be written in a clear and concise manner and represent a full account of the research project which someone not closely associated with the project can follow.

Defra recognises that in a small minority of cases there may be information, such as intellectual property or commercially confidential data, used in or generated by the research project, which should not be disclosed. In these cases, such information should be detailed in a separate annex (not to be published) so that the SID 5 can be placed in the public domain. Where it is impossible to complete the Final Report without including references to any sensitive or confidential data, the information should be included and section (b) completed. NB: only in exceptional circumstances will Defra expect contractors to give a "No" answer.

In all cases, reasons for withholding information must be fully in line with exemptions under the Environmental Information Regulations or the Freedom of Information Act 2000.

(b)If you have answered NO, please explain why the Final report should not be released into public domain

Executive Summary

7.The executive summary must not exceed 2 sides in total of A4 and should be understandable to the intelligent non-scientist. It should cover the main objectives, methods and findings of the research, together with any other significant events and options for new work.

The project aim was to use conventional and biotechnological methods to develop tools of genetic improvement and breeding lines for the benefit of the UK industry, and material for independently-funded assessment and trialling. Target characters include improved habit, foliage characteristics, flower colour and size and disease resistance. The UK Hardy Nursery Stock (HNS) trade has a farm gate value of approximately £350 million, of which 10% is attributable to rose, and new cultivars of ornamental shrubs and trees are needed to maintain the competitiveness of the industry.

The specific objectives were to:

1. Clarify genetics of horticulturally important characters in Sambucus, Buddleia, Sorbus and Jasminum to inform breeding programmes

2. Identify sources of resistance to blackspot, and perhaps aphids, in Rosa, and transfer breeding lines to a commercial breeding programme, with a view to subsequently developing a LINK research programme

3. Demonstrate that tetraploidy has restored fertility to interspecific hybrids of Syringa and Pyrus × Malus and check for self compatibility and mode of inheritance, and complete backcrossing programme of tetraploid Buddleia globosa to B. davidii to introgress yellow flower colour

4. Determine if tetraploidy in the climbers Clematis and honeysuckle (Lonicera), and shrubs such as Physocarpus induces more compact habit, useful for small gardens

5. Develop transformation methods for hardy ornamentals, assessing the xylose isomerase and MAT vector systems in Buddleia davidii, and establishing regeneration methods for two additional subjects, for use in subsequent transformation experiments and technology transfer to the industry

Controlled crosses were performed with various subjects to clarify the inheritance of horticulturally important traits concerning leaf colour, plant habit, etc., and various segregating progenies were already available for genetic analysis. In this way two recessive genes for dwarf habit were inferred in breeding lines related to Sambucus nigra ‘Black Beauty’; genes for purple and for yellow leaf colour were identified in Physocarpus opulifolius ‘Diabolo’ and ‘Aurea’ respectively and the genes were located on an AFLP map; and genes for white flower and for twisted branches were detected in Chaenomeles ‘Nivalis’ and ‘Tortuosa’. In addition, microsatellite markers were developed for Sambucus which enabled fingerprinting of a panel of cultivars held in a breeding collection and were useful in identifying some synonyms and homonyms that would otherwise have caused confusion. For study of the genetics of lime-tolerance in Rhododendron a small mapping progeny was produced; twenty-five selections of Rhododendron raised in the previous project were identified as apparently tolerant to lime and five have been propagated for trialling.

Various roses reputed to have blackspot tolerance were added to the field collection and the collection was scored for resistance. Crosses between resistant, e.g. Rosa rugosa or R. wichuriana, and susceptible, e.g. R. arvensis or R. ecae, accessions were made and seedlings successfully raised and assessed for resistance. Eight rose microsatellites were developed from a genomic library of R. filipes and used to fingerprint a panel of diploid species and tetraploid cultivars. A stategy for introducing resistance to downy mildew from diploid wild species into tetraploid garden roses was formulated as part of a possible larger proposal for LINK funding.

Evaluation of various tetraploid mutants induced in the previous project demonstrated the restoration of fertility in interspecific hybrids of Sambucus nigra × racemosa and Syringa vulgaris × pinnatifolia. Interspecific breeding lines of Buddleia deriving from a cross of the naturally tetraploid Buddleia davidii ‘Nanhoensis Alba’ (large panicles) with an induced tetraploid form of B. globosa (yellow flowers) were used in further crossing to combine yellow flower colour with larger panicles. Tetraploid versions of pear × apple and pear × quince hybrids were weaned and grafted on to rootstocks; it is hoped that, when they flower, they will be fertile and useful for further breeding.

Populations of tetraploid Clematis, Lonicera and Physocarpus were generated. Initial observations showed that tetraploidy has induced more compact habit and larger flowers in some of the Lonicera clones, but delayed flowering in the Clematis and difficulties with propagation of the Physocarpus meant that detailed comparisons for these two were not made by the end of this project.

Micropropagation and regeneration methods were developed for Lonicera x americana, L. × heckrotii and three cultivars of L. periclymenum. For Clematis, micropropagation methods were devised for one species, C. flammula, and seven hybrids. Adventitious shoots and somatic embryos were regenerated from leaf explants of C. flammula and three hybrids. A protocol for somatic embryo maintenance and proliferation was developed for one of the hybrids, ‘Pagoda’, which provides an ideal system for genetic transformation. For transformation, a vector for ‘clean gene’ transformation was constructed, which will enable excision of the selectable marker gene from transformed plants. Removal of the selectable marker should increase public acceptance; it will also allow subsequent transformation with one or more additional genes. The vector incorporates a GFP (green fluorescent protein) reporter gene (which is linked to the selectable marker gene) and the GUS (ß-D-glucoronidase) reporter gene (representing the gene of interest), to facilitate monitoring of the transformation process. Transformation experiments using Agrobacterium were conducted and transient and stable expression of both marker genes was observed in leaf cells and callus of C. flammula and cultivar ‘Pagoda’. Using a biolistic gun for direct DNA transformation and also to assist transformation with Agrobacterium, transient and stable expression of both marker genes was detected in somatic embryos of ‘Pagoda’ and GFP expression was observed in regenerating secondary somatic embryos.

The methods, markers and genetic information from the project were communicated to the public and industry through publications, presentations and exhibits at horticultural events and open days. Know-how relating to chromosome doubling was transferred to several commercial organisations. Papers to publish in the scientific press the in vitro methods that have been developed are being drafted. Plant material from the programme has been passed to industry-funded breeding programmes and further material is available for use as parents or for selection, trialling and commercialisation. Discussions about a possible LINK project on rose have been held with colleagues and potential commercial partners. In addition, techniques developed during this project may be useful for developing other crops, e.g. for sustainable energy production.

Project Report to Defra

8.As a guide this report should be no longer than 20 sides of A4. This report is to provide Defra with details of the outputs of the research project for internal purposes; to meet the terms of the contract; and to allow Defra to publish details of the outputs to meet Environmental Information Regulation or Freedom of Information obligations. This short report to Defra does not preclude contractors from also seeking to publish a full, formal scientific report/paper in an appropriate scientific or other journal/publication. Indeed, Defra actively encourages such publications as part of the contract terms. The report to Defra should include:

the scientific objectives as set out in the contract;

the extent to which the objectives set out in the contract have been met;

details of methods used and the results obtained, including statistical analysis (if appropriate);

a discussion of the results and their reliability;

the main implications of the findings;

possible future work; and

any action resulting from the research (e.g. IP, Knowledge Transfer).

BACKGROUND & OBJECTIVES

Our aim was to use conventional and biotechnological improvement methods to produce novel tools and breeding lines of various woody ornamentals for the benefit of the UK industry; a spin-off was the generation of progenies and variants, a few of which may, after independently-funded selection and trialling, be worth commercialising as new cultivars. The Hardy Nursery Stock (HNS) trade, which supplies trees, shrubs and herbaceous perennials to the gardening public and for amenity planting, has a farm-gate value of approximately £350 million, of which 10% is attributable to rose. Novelty is the life-blood of the trade, attracting customers and stimulating sales. Improvements in e.g. flower size, foliage form and colour or plant habit, improved quality and disease resistance are vital for the continued economic growth of the industry.

Opportunities range from, e.g., rose (Rosa), in which the industry itself has long been undertaking genetic improvement but has expressed interest in biotechnological tools we have been developing, to minor genera such as elder (Sambucus), where major advances have recently been achieved at East Malling Research (EMR) with Defra and HDC funding, by conventional breeding and genetics.

The project sought to address various issues needed to underpin successful improvement programmes. By genetic studies it could clarify understanding of the inheritance of key horticultural characters – affecting, e.g., flowers, foliage, plant habit or disease resistance – to inform future crossing strategies. It was able to develop markers for particular characters that can be used for marker-assisted selection to increase the efficiency of breeding programmes. It investigated novel sources of disease resistance (in Rosa) to reduce the need for pesticides. It overcame blocks in various inter-specific breeding lines by using oryzalin to double chromosome number and by making crosses to check that fertility has been restored. It also explored if chromosome doubling can be used as a generalised method of introducing more compact habit, especially in climbing plants. In addition it opened up opportunities for genetic manipulation by developing regeneration methods and ‘clean’ transformation systems. In doing this it capitalised on progress in the previous HNS improvement project HH1026SHN and benefited from interaction with the Defra-funded project on rosaceous genomics HH3724SSF.

The work was fully consistent with Defra’s Roame A for sustainable horticulture. This specifically indicates support for conventional and genome-based techniques to improve ornamentals with respect to disease resistance and plant quality.

The specific objectives are to:

1. Clarify genetics of horticulturally important characters in Sambucus, Buddleia, Sorbus and Jasminum to inform breeding programmes

2. Identify sources of resistance to blackspot, and perhaps aphids, in Rosa, and transfer breeding lines to a commercial breeding programme, with a view to subsequently developing a LINK research programme

3. Demonstrate that tetraploidy has restored fertility to interspecific hybrids of Syringa and Pyrus x Malus and check for self compatibility and mode of inheritance, and complete backcrossing programme of tetraploid Buddleia globosa to B. davidii to introgress yellow flower colour

4. Determine if tetraploidy in the climbers Clematis and honeysuckle (Lonicera), and shrubs such as Physocarpus induces more compact habit, useful for small gardens

5. Develop transformation methods for hardy ornamentals, assessing the xylose isomerase and MAT vector systems in Buddleia davidii, and establishing regeneration methods for two additional subjects, for use in subsequent transformation experiments and technology transfer to the industry.

METHODS AND RESULTS

Objective 1 - Genetics and Markers

Sambucus:

Two fastigiate purple leaved selections of S. nigra from the previous programme were identified for possible release. Various controlled crosses were made to study inheritance of dwarfing in some breeding lines related to S. nigra ‘Black Beauty’, which comes from a sib cross between two seedlings of ‘Fastigiata’ × ‘Guincho Purple’. In 2003 and 2004, two dwarf siblings of ‘Black Beauty’, 528-157 and -175, were backcrossed to the two grandparents and the resulting seeds sown. The resulting progenies were scored for dwarf types; approximately 25% of the seedlings were dwarf, suggesting that the dwarf character is controlled by recessive genes at two loci. In addition, the dwarf selections were also crossed with ‘Black Lace’ and seedlings raised and then in 2005 two of the resulting seedlings were selfed. In 2006, the two progenies were scored. Of 87 surviving seedlings, nine were dwarf, consistent with the control of this character by recessive genes at two loci. This information would be useful for breeding dwarf Sambucus for small gardens. To develop markers for Sambucus, in 2004-05 a library of genomic DNA of S. nigra ‘Black Beauty’ cloned into bacteria was prepared and colonies were screened for the likely presence of simple sequence repeat sequences. ‘Positive’ colonies were sequenced and, from regions flanking the repeat sequences, primers were designed and tested for amplification and polymorphism in a range of cultivars. In this way eight microsatellite primer pairs were developed for use in fingerprinting and checking parentages for genetic studies. The primers were employed to fingerprint a panel of cultivars held in the breeding collection and they identified some synonyms and homonyms that would otherwise have caused confusion. This work was published in Molecular Ecology Notes in 2006.

Buddleia:

A progeny of Buddleia davidii ‘Nanhoensis Alba’ (white flowers, cloying scent) x B. heliophila (mauve flowers, sweet scent) was scored for flower characters. The seedlings had sweet rather than cloying scent, suggesting sweet scent is dominant, and they segregated ~1:1 for flower colour, confirming a heterozygous dominant gene for white flower in B. davidii ‘Nanhoensis Alba’.

Chaenomeles:

A progeny from the cross of Chaenomeles superba ‘Tortuosa’ (twisted branches, red flowers) x C. speciosa ‘Nivalis’ (normal branches, white flowers) was scored for plant habit and flower colour. The segregations indicated a dominant gene for twisted branches and a dominant gene for white flowers.

Jasminum:

In 2004, pollen of Jasminum nudiflorum (winter-flowering, yellow flowers, non-scented) was collected for crossing the following summer with various scented species. Fruit set resulted from the cross with J. officinale (summer flowering, white flowers) (See Table 1); however, the fruit aborted and no seed was obtained. A local private breeder embarked on a series of Jasminum crosses after discussion with EMR staff and, to avoid duplication, it was decided not to pursue further crossing within the project.

Physocarpus:

In 2006, Physocarpus opulifolius progeny Phy 5, from the intercross of two siblings from ‘Diabolo’ (purple leaves) × ‘Aurea’ (yellow leaves) made in association with EMO, was scored for purple, yellow, green or orange (i.e. purple and yellow) leaf colour. On the basis of the segregation, the dominant genes Pur and Au were proposed for purple and yellow leaf colour respectively. Samples were provided to the Defra-funded rosaceous genomics project HH3724SSF so that a genetic map of this representative of the rosaceous sub-family Spiraeoideae could be developed. DNA extracts were amplified with AFLP primers and from the co-segregation data a map was constructed on which Pur and Au were located. This research has been accepted for publication in Plant Breeding.

Rhododendron:

In 2004, approximately 50 seedlings were raised from crossing Rhododendron hirsutum (resistant to lime-induced chlorosis) × R. ferrugineum 3379 (susceptible) to increase the mapping progeny for studying the genetics of ‘lime-tolerance’. Twenty seedlings survive. A larger population would be required for a mapping project. Twenty-five selections of various Rhododendron progenies raised in previous projects were identified in the field as apparently resistant to lime-induced chlorosis (see Table 2). The plants were dug up in autumn 2006 and cuttings were taken in May/June 2007 to provide replicated material for trialling. There are at least three surviving cuttings of each of clones 4, 5, 18, 19 and 20. These are available for trialling for lime tolerance and garden worthiness.

Ribes:

Progenies of Ribes sanguineum ‘Pulborough Scarlet’ (white bloom on fruit) × ‘White Icicle’ (black fruit) and ‘Brocklebankii’ (white bloom on fruit) × ‘White Icicle’ were scored for fruit colour. In both cases the segregations were consistent with ‘White Icicle’ being heterozygous for a dominant gene for black fruit.

Objective 2 – Rose

On recommendations from the industry, five more roses reported to have high levels of disease resistance were added to the collection of cultivars and species accessions that had been initiated in the previous project. Field resistance to aphids, blackspot and mildew was assessed in the collection over three years. Softwood cuttings from resistant and susceptible accessions were rooted successfully under mist, to provide replicate material for screening for blackspot resistance. In collaboration with East Malling’s pathologists, plants were inoculated in a controlled environment chamber. However this proved unsatisfactory, with minimal symptoms developing on susceptible controls.

Crosses were made in the field between blackspot resistant and susceptible diploid rose accessions, e.g. of Rosa rugosa or R. wichuriana (resistant) and of R. arvensis or R. ecae (susceptible), and also within and between accessions of R. rugosa to raise progenies for study of incompatibility. Adverse weather conditions resulted in poor fruit set of some crosses in 2005 but better set was obtained in 2006, resulting in some 1100 seeds; selfing of R. rugosa accessions failed. Seeds were sown and stratified for 16 weeks to germinate in the spring. In the progeny from the cross of R. arvensis x R. wichuriana about 25% of the seedlings that germinated were lethal and in that from crossing R. rugosa ‘Typica’ x R. ecae about 50% of the seedlings were miniature and sub-lethal. None of the species progenies flowered in their first season, whereas seedlings from crosses among recurrent-flowering cultivars of R. hybrida, made as part of the Defra-funded project on branching in nursery stock, flowered within two or three months of germination. As controlled inoculation with blackspot in a controlled environment chamber had proved unsatisfactory, the seedlings were assessed for resistance under natural conditions. However, assessment should be repeated to distinguish resistant seedlings from ‘escapes’. The R. rugosa progeny from intercrossing ‘Alba’ (white flowers) and ‘Typica’ (pink flowers) was scored for flower colour; the segregation of white to pink, approximately 1:1, indicated that this white flower colour phenotype is attributable to a dominant gene. Styles from seedlings of this progeny were collected for ribonuclease analysis, previous work at EMR having established that incompatibility in cherry and apple is mediated by stylar ribonucleases.

An in vitro culture of one of the rose genotypes, R. wichuriana, was initiated as a pre-requisite for e.g. chromosome doubling with oryzalin.

In collaboration with the rosaceous genomics project HH3724SSF it was possible to make good progress in the development of rose microsatellites that would be useful for fingerprinting and/or for mapping. Clones from a genomic library of Rosa filipes ‘Kiftsgate’ enriched for microsatellites that had been prepared previously were screened for simple sequence repeats. Primers flanking the repeat sequences were designed and ‘pigtailed’ with an M13 sequence and tested for amplification. In all, 10 new microsatellite primer pairs were developed and tested in 16 accessions, two of each of the diploid species R. filipes, R. multiflora, R.rugosa and R. xanthina and eight cultivars of tetraploid R. hybrida. Interestingly the tetraploid accessions frequently showed only two alleles and rarely showed four alleles. An account of this work has been published in Plant Breeding.

Various discussions took place with members of the rose industry and with colleagues working on disease control and plant habit about opportunities for a LINK-funded project on rose.. It was agreed that embryo rescue from difficult crosses would be of use to commercial breeders, as would chromosome doubling of diploids and the development of breeding lines and markers for disease resistance. In response to an expressed need for resistance to downy mildew, a scheme was proposed in which resistant diploids identified from the literature and in consultation with colleagues overseas would be crossed with recurrent-flowering diploids and the resulting hybrids, which would be seasonal flowering as the recurrent-flowering gene is recessive, backcrossed to recurrent-flowering diploids; then resistant recurrent flowering selections from the backcross generation could be treated with oryzalin to produce tetraploids for crossing with tetraploid cultivars so that the resistance can be introgressed into R. hybrida.

Objective 3 – Assessing restoration of fertility and inheritance in tetraploids

Buddleia

In 2004, with a view to combining yellow flower colour and large inflorescence in Buddleia, three second generation tetraploid hybrids between B. globosa (yellow) flowers and B. davidii (large inflorescences) were variously intercrossed or selfed (rather than back-crossed), and seed sown. In 2005 the seedlings were assessed. None of those that flowered in 2005 had good yellow colour and so no further crosses were undertaken that year. However, in 2006 when the remaining seedlings flowered, several were relatively yellow and were used in further crossing with the aim of improving inflorescence shape. An infestation of light brown apple moth inside the pollinating bags destroyed some capsules but some seed was rescued and subsequently germinated. There is a population of ~200 seedlings that should flower in 2008 for assessment of horticultural merit.

Pear × apple hybrid

Five tetraploid clones of the pear × apple hybrid PyMa2 were successfully weaned from in vitro culture into the glasshouse and four were subsequently propagated successfully on to M26 rootstock. Likewise, one tetraploid clone of PyMa4, which had been weaned previously, was grafted on to M26. By the end of the project the plants had not flowered. When they do flower they should be crossed with tetraploid Pyrus to show that red leaf and columnar habit can be introgressed into that species. Diploid material of some PyMas was supplied to the Apple & Pear Breeding Club for evaluation as interstocks that may allow pears to be grown on dwarfing apple rootstocks.

Pear × quince hybrid

Plants of a tetraploid clone of the pear × quince hybrid Pyronia veitchii were raised by grafting in 2004 onto Quince C but did not flower before the end of the project. When they do flower they could, if fertile, be useful to the Rootstock Breeding Club for breeding rootstocks for pear.

Sambucus

In 2004 several tetraploids of two sterile interspecific hybrids from the cross Sambucus nigra ‘Guincho Purple’ (purple leaves) × S. racemosa ‘Tenuifolia’ (dwarf habit, dissected leaves) (209/68 and 209/71), were raised, to check fertility and facilitate further breeding. When the clones flowered in 2007 they were selfed and intercossed. Two tetraploid clones of line 209/68 produced seed pods and four clones of line 209/71 successfully set berries, whereas the diploids did not set. Future work would entail raising seedlings and performing further crosses if considered necessary, to produce dwarf plants with red dissected foliage.

Syringa

In 2003, ten tetraploid clones of Syringa vulgaris × S. pinnatifolia selection 104-18 and two tetraploid clones of selection 104-25, along with diploid controls, were replicated by grafting on to rootstocks for horticultural assessment and testing fertility. In 2004, six tetraploid clones of a third selection, 104-1, were likewise replicated.

In spring 2003, flowers of one tetraploid clone of selection 104-18 set seeds following pollination with S. vulgaris ‘Primrose’. One pod developed, and one of the four seed germinated. To allow a second attempt within the reporting year, plants were forced in late winter and in 2004 three tetraploid clones of 104-18 were selfed, intercrossed and backcrossed to the parents, at least 50 flowers per cross (Table 3); however, limited seed set occurred only when S. vulgaris was pollinated with three of the tetraploid clones. It is possible that seed set was adversely affected by high temperatures in the glasshouse, so further crosses were made in a gauze tunnel. Viability of pollen was assessed by in vitro germination: approximately 10%, 20% and 22% of pollen grains from three tetraploid lines (2BC1, 1BB2 and 2BC6) germinated compared to less than 1% of pollen grains from the diploid control (and 47% of S. pinnatifolia pollen grains). Flower size in some of the tetraploid clones was noticeably larger. Mean measurements (cm) of corolla depth and diameter of the tetraploid line with the biggest flowers (Clone 2BC1) were 1 and 2, compared with diploid measurements of 0.7 and 1.5.

In 2005, in a gauze tunnel, seven tetraploid clones of Syringa vulgaris × S. pinnatifolia selection 104-18 were selfed, up to 70 flowers each, to check fertility; of these, four produced seed pods (numbering from 4 to 14). In addition six clones were intercrossed, two crosses resulting in seed pods (Table 4). Seed was sown and stratified but no seedlings were obtained on this occasion.

In 2006, five tetraploid clones of Syringa vulgaris × S. pinnatifolia selection 104-1, were intercrossed in a gauze tunnel with each other and with the original sterile diploid, and four of these clones and the diploid were selfed, approximately 50 flowers for each cross (Table 5). Some 400 seeds were harvested from 11 of the intercrosses and one of the tetraploid selfs. The cross of 104-1 clones 3Fa4 × 3Dc1 (plant 1) was the most fertile. In addition more than 6000 seeds were collected from pods of 104-1 after open pollination (in all likelihood with other Syringa vulgaris × S. pinnatifolia tetraploids or by selfing). Furthermore, four clones of selection 104-18 and two clones of 104-25 were selfed, between 150 and 650 flowers of each (Table 6). Between 1 and 22 seeds were collected from each of these six selfings and between 1 and 13 seeds following open-pollination of three 104-18 and one 104-25 clones. Clone 2Bb2 of selection 104-1 and O3-3 of 104-25 were the most fertile. Seed was stratified prior to germination but only limited germination resulted, apparently because of infestation with peat fly larvae. A summary of clones exhibiting fertility, i.e. producing seed pods from controlled or open pollination, is given in Table 7.

In 2003, tetraploid populations of two hybrids S. × chinensis 'Saugeana' and 'Bicolor', which are sterile as diploids, were produced by in vitro application of oryzalin, and nine lines of each were bulked, rooted and weaned. In 2005, eight clones of ‘Saugeana’ and nine of ‘Bicolor’, were replicated by grafting onto rootstocks for subsequent assessment of fertility.

A chromosome doubling experiment was performed with S. vulgaris ‘Vestale’ × S. pinnatifolia (selection 48-36); however, no tetraploid clones were produced.

We now have extensive knowledge of the compatibilities and potential fertility of the tetraploid lines and this knowledge should be applied to produce pinnate-leaved large-flowered lilacs.

Objective 4 -– Tetraploid induction in climbing plants and shrubs

In 2003, in vitro cultures of two climbing plants, Clematis flammula and Lonicera periclymenum ‘Graham Thomas’, and the shrub Physocarpus opulifolius 764/3 (= ‘Diabolo’ × ‘Dart’s Gold’) were established and multiplied to provide sufficient material for chromosome doubling experiments to investigate the effects of tetraploidy on plant habit. In vitro explants were exposed to a range of levels of the anti-mitotic herbicide oryzalin (0-100 µM) for a period of 1 to 3 days using liquid medium or for 3 days to 2 weeks using semi-solid medium. The response and survival of the material in these initial experiments enabled targeting of a narrower range of treatments using a larger number of explants in subsequent experiments. In C. flammula, tetraploid shoots were successfully obtained from two experiments and weaned. Likewise tetraploid shoots of L. periclymenum were produced and weaned. The first three experiments with P. opulifolius produced only mixoploid (2x-4x) shoots, but a fourth experiment yielded tetraploid shoots for rooting and weaning. The tetraploid clones of Clematis, Lonicera and Physocarpus were replicated by cuttings in 2005 for comparison with the respective diploids from which they derived. Six tetraploid clones C. flammula were successfully replicated; however by the summer of 2007 none of these had flowered so comparisons were not possible. In the case of Lonicera there are 15 replicated tetraploid clones, some of which flowered and underwent preliminary evaluation in 2007 and, of these, four appeared to have a more compact habit and larger flower size. Because flowering of the tetraploid L. periclymenum was poor in 2007, sufficient data for statistical analysis could be collected from only the diploid clone and one tetraploid clone, clone 10 (Table 8): the tetraploid clone produced significantly broader and longer flowers overall than the diploid and the flowering shoots comprised fewer internodes and were shorter in overall length, although differences in mean internode length were not statistically significant. The P. opulifolius proved difficult to keep alive once weaned and also to propagate in the greenhouse; from eight tetraploid clones weaned only three remain, clones 49, 111, 150, from which further cuttings were taken in 2007. Because of the difficulties experienced in propagation, replicated plants of sufficient maturity of the Physocarpus were not available by 2007 for comparison.

The tetraploids may prove to be superior to their diploid equivalents in some subjects. Several of the Lonicera are more compact and have larger flowers but replicated trialling would be required to assess their garden worthiness. There were no obvious differences in plant habit between the diploid and tetraploid Clematis; however these plants had not flowered by the final year of the project. It is not possible to comment on the effects of tetraploidy in Physocarpus, because of the difficulties encountered with propagation.

Objective 5 – Transformation and regeneration methods

Micropropagation and Regeneration

In all regeneration experiments the abaxial leaf epidermis was placed in contact with the medium, with 10 explants per 9 cm Petri dish, and cultures were maintained at 240C in dark unless otherwise stated. Media pH was 5.6 before autoclaving. All components were autoclaved except ancymidol and STS. Oxoid No. 3 agar (0.75%) or Sigma Agar (0.8%) were used for shoot proliferation and regeneration experiments, respectively, unless otherwise stated.

In 2003, eleven subjects were chosen for regeneration studies and established in vitro: three Malus, Choisya ternata, Syringa vulgaris, three Lonicera periclymenum and three Clematis. Following initial observations and regeneration experiments (with Syringa, Lonicera and Clematis), representatives of the two horticulturally important genera Lonicera and Clematis were chosen for further regeneration experiments (Table 9). Initial experiments with both genera compared basal media, carbohydrate source and plant growth regulators; the percentage of in vitro leaf explants regenerating shoots and shoot primordia were: Clematis ‘The President’ 10%; Clematis flammula 90%; Lonicera ‘Belgica’ 20%; Lonicera ‘Graham Thomas’ 7%; and Lonicera ‘Honeybush’ 7%. Regeneration experiments focused initially on optimising conditions for adventitious shoot regeneration (Figure 2).

In 2004, improved protocols for shoot regeneration were developed for Lonicera ‘Belgica’, ‘Graham Thomas’ and ‘Honeybush’. Four other Lonicera species (× americana, × heckrotii, implexa and sempervirens) were initiated in vitro and shoot regeneration experiments were begun. In 2005, using the protocol developed for Lonicera periclymenum, in vitro shoot regeneration was successfully achieved with two more honeysuckles, L. × americana and L. × heckrotii but not with L. implexa and L. sempervirens (Figure 1). Shoot proliferation medium for L. periclymenum is WPM (McCown Woody Plant Medium) basal medium with cytokinin BAP (6-benzylaminopurine) 0.131 mg/l and 3% sucrose (gelling agent Sigma Agargel 0.6%). L. × heckrottii and L. × americana performed satisfactorily on this medium, but L. implexa, L. sempervirens and L. tellmanniana did not; so in 2006 shoot proliferation experiments were performed with these three subjects. WPM medium was compared with MS (Murashige and Skoog basal medium) with BAP 0.131 mg/l, and 3% sucrose was compared with 3% fructose. On all media, shoot quality and proliferation was poor but overall it appeared that L. implexa performed best on WPM with sucrose, L. sempervirens on WPM with fructose and L. tellmanniana on MS (less chlorosis) with fructose. As the healthiest shoots were observed to have roots, in the next experiment the media determined to be best for each cultivar were supplemented with 0.1 mg/l auxin, IBA (indole-3-butyric acid) or NAA ((-naphthaleneacetic acid), or with 0.1 mg/l IBA plus 162 mg/l phloroglucinol (Ph), in an attempt to stimulate rooting. For L. implexa there were more actively growing shoot tips on NAA, but otherwise no treatment difference was observed for any of the species. In a third experiment, using the same basic media for each species as for experiment 2, the treatments were 0.1 mg/l NAA, 0.1 mg/l NAA plus 162 mg/l Ph, 162 mg/l Ph, 0.1 mg/l GA (gibberellic acid), and 0.1 mg/l GA plus 0.1 mg/l NAA. L. implexa showed increased axillary branching and overall quality (greener leaves, shoot growth); L. sempervirens shoot quality was poor generally, especially on NAA with Ph; and L. tellmanniana shoots were poor, with no overall treatment differences observed. A final experiment compared the cytokinins BAP, 2-iP (2,4-dichlorophenoxyacetic acid) and kinetin (at 0.2 and 1 mg/l), with basal medium MS plus 3% sucrose for all species. There was no obvious treatment for L. implexa whereas shoot quality for L. sempervirens and L. tellmanniana seemed best on BAP 1 mg/l. There were no further attempts at optimisation for Lonicera as a decision was made to concentrate on clematis, which is of more commercial importance.

In 2004, two regeneration experiments were carried out with Clematis flammula and Clematis ‘The President’ which demonstrated a requirement for auxin for shoot regeneration. Twelve more large-flowered hybrids representing five major recognised Clematis groups were obtained and meristems initiated in vitro; meristems of eight hybrids (from all five groups) survived. A range of media were subsequently tested and efficient protocols established for five cultivars which were then bulked up for regeneration experiments. Shoots were successfully regenerated from explants of three hybrids, ‘Pagoda’, ‘Princess Diana’ and ‘The President’ (Tables 12 to 16). All cultivars regenerated a mixed callus, a proportion of which was of globular structure resembling early-stage somatic embryos; a germinated embryo with secondary embryos structures was observed in ‘Pagoda’. Papers were drafted detailing regeneration procedures for clematis and honeysuckle and experiments to provide further data were still in progress before submission to a journal for publication. In 2007-08, shoot proliferation and regeneration experiments with clematis were completed. Micropropagation protocols were developed for C. flammula and for the hybrids ‘Henryi’, ‘Madame Julia Correvon’, ‘Mrs Cholmondeley’, ‘Niobe’, ‘Pagoda’, ‘Princess Diana’ and ‘The President’. Further optimisation of media would be required for some of these. See Table 9 for a summary of all clematis initiated in vitro and micropropagation media developed for each. Experimental details for micropropagation experiments with C. flammula, ‘Madame Julia Correvon’, ‘Pagoda’, ‘Princess Diana’ and ‘The President’ are presented in Tables 10-16.

In addition, sufficient clean cultures of the crab apple Malus ‘Red Sentinel’ were bulked up for regeneration experiments. ‘Red Sentinel’ proved recalcitrant for adventitious shoot regeneration on media previously found to be successful for other Malus. On 1 mg/l cytokinins TDZ (1-phenyl-3-(1,2,3,-thiadiazol-5-yl) urea) or BAP with 0.1 mg/l auxins NAA or IBA, a white friable callus developed, but very few shoots were observed.

The shoot proliferation and regeneration protocols developed within this project provide useful tools for improvement by methods such as chromosomal doubling, mutation induction and genetic modification.

Somatic Embryogenesis

When somatic embryos were observed on some treatments, experiments were also conducted to develop methods for somatic embryo induction and maintenance. The main parameters investigated were basal media, sugar type, growth regulators, ethylene inhibition and incubation in light or dark. It was decided to concentrate on the subjects, C. flammula, ‘Princess Diana’, ‘The President’, and ‘Pagoda’ which were amenable to adventitious regeneration. An experiment comparing basal media and sugar type was performed for C. flammula: there was no overall difference in adventitious shoot regeneration between basal media MS, DKW and WPM; however overall regeneration was greater on sucrose than on glucose (Table 17). To investigate the effect of sucrose concentration, ethylene inhibition and illumination on development of apparently pro-embryogenic callus in ‘Princess Diana’, calli excised from leaf explants were transferred to media (MS) with the cytokinin kinetin 1 mg/l, no auxin, earlier observations having indicated that explants on cytokinins kinetin and BAP responded similarly. The variables were sucrose 30 g/l or 60 g/l and 30 g/l + 20 µm STS (for inhibition of ethylene) and culture was in light or dark for each medium variable. Calli were scored for the development of pro-embryonic ‘globular stage’ (early and advanced stages) callus. More explants regenerated advanced stage globular callus in the light than in the dark (see Table 18) and on 30 g/l sucrose than on 60 g/l sucrose but STS did not have an effect.

In a further experiment, leaf explants of C. flammula, ‘Princess Diana’ and ‘The President’ were inoculated onto high and low auxin first stage treatments (dark incubation) and transferred after four weeks onto a second stage treatment (light incubation) with low auxin or no auxin for four weeks before assessment. The cytokinin and auxin used for each cultivar was dependent on preliminary observations with small scale experiments. Explants were scored for callus type, somatic embryos and shoots, the type of callus being categorised as early globular (EG, very early stage pro-embryonic), translucent globular (TG, later stage pro-embryonic) or opaque globular (OG, later stage pro-embryonic). An attempt was made to correlate callus type with somatic embryos and shoot regeneration, on an explant basis.

For C. flammula (Table 19), somatic embryo regeneration was greatest on treatments with BAP and a high auxin first stage (followed by a second stage with low or no auxin). Very few shoots regenerated on kinetin and very few somatic embryos regenerated on the cytokinin TDZ. In a subsequent experiment (Table 20) a high auxin first stage of four weeks (as for the preceding experiment) was compared with one week and the effects of light and dark incubation and STS were assessed. It was difficult to distinguish between shoots and germinated embryos so scoring was for ‘regenerants’. Significantly more explants regenerated shoots or embryos when illuminated compared to incubation in the dark. There was an apparent trend for increased regeneration with STS and after a four week high auxin pulse, but the differences were not statistically significant.

For ‘Princess Diana’ (Table 21), overall, explants on BAP from high or low auxin first stage (with no auxin second stage) regenerated more advanced stage pro-embryonic callus than those on media with auxin in second stage media. Only one somatic embryo regenerated, on BAP low auxin first stage, no auxin second stage and shoots regenerated only on BAP. Treatments with BAP and auxin second stage regenerated no OG callus. There is a highly significant positive correlation between explants with advanced stage (OG and TG) pro-embryonic callus, and those with embryos and shoots.

For ‘The President’ (Table 22), overall, explants on a BAP + high auxin first stage (and low auxin second stage) regenerated more OG callus compared to kinetin with high auxin or low auxin first stage treatments. Only very few somatic embryos and shoots regenerated; shoots developed only on BAP media. There was no observable effect of adding STS to the kinetin media. On an explant basis, there is no statistically positive correlation between advanced (OG) callus and embryo regeneration, but there was a strong negative correlation between less advanced pro-embryogenic (TG) callus and embryo regeneration.

For ‘Pagoda’ initial small scale experiments indicated that, on kinetin (with low auxin), explants exhibited less browning than on BAP (with low auxin) or media with high auxin, and developed more globular stage callus. A few somatic embryos were observed on this medium, without a need for a high auxin first stage. Various parameters were investigated to develop an improved protocol for somatic embryo regeneration. Culture was in darkness throughout due to severe browning of explants when cultured in a lit incubator. Leaf and stem (internodal) explants responded similarly, and addition of STS was detrimental to somatic embryo regeneration (Table 23). Response of leaf explants to the auxins NAA and 2,4-D, kinetin no auxin, and the gibberellic acid inhibitor ancymidol was determined (Table 24). There is a strong negative correlation between the presence of embryos and early stage (EG) and mid-stage (TG) callus. Explants on media with ancymidol 0.1 mg/l and 1 mg/l, on 2,4-D and without auxin all regenerated more TG callus compared to NAA and significantly more explants on 2,4-D than on NAA and medium without auxin regenerated OG callus. There was a requirement for auxin for embryo regeneration – on medium without auxin very few embryos developed. There was an indication that 2,4-D was more effective than NAA in promoting somatic embryo regeneration, so in a subsequent experiment these were again compared, as were increased levels of ancymidol, ancymidol in combination with 2,4-D and the sugars sucrose, glucose and fructose (Table 25). Explants on medium with both 2,4-D and ancymidol 1 mg/l regenerated significantly more embryos than those on NAA, NAA with 1 or 5 mg/l ancymidol, but not compared to 2,4-D with no ancymidol. Increasing the level of ancymidol to 5 mg/l appeared to be detrimental. Significantly more explants regenerated embryos on sucrose than on glucose and fructose.

Proliferating embryogenic cultures of ‘Pagoda’ can be maintained indefinitely on kinetin 1 mg/l, NAA 0.1 mg/l by subculture of embryos, embryo clusters, and detached maturing and mature cotyledons, from which secondary embryos regenerate. Embryos of C. flammula, ‘Princess Diana’ and ‘The President’ did not proliferate on the second-stage medium that enabled somatic embryo regeneration; however they may proliferate by manipulating growth regulator regimes. Liquid culture (shaken) of embryos and leaf material of ‘Pagoda’ showed increased organogenesis compared to culture on semi-solid medium, but regeneration was very slow from previously submerged embryonic structures after transfer to semi-solid medium, and abnormal structures predominated; however use of a liquid culture system with improved aeration may result in increased proliferation with normal development. Detached embryos of ‘Pagoda’ developed into apparently normal rooted shoots upon transfer to MS medium (3% sucrose) without growth regulators.

Transformation – Agrobacterium

In all transformation experiments using Agrobacterium, bacterial cultures were grown to OD600, pelleted and resuspended in liquid MS medium with 2% sucrose for inoculation. After blotting to remove excess bacterial suspension, explants were transferred to the appropriate regeneration medium and co-cultivated in the dark at 240C for three days, then transferred to regeneration medium containing ticarcillin/clavulanic acid (TCA) 400 mg/l (unless otherwise stated) for inhibition of Agrobacterium re-growth and the appropriate selection agent.

To develop non-antibiotic transformation protocols with Buddleia davidii ‘Nanhoensis Alba’, a binary vector pNOV2819 with T-DNA construct for constitutive expression of phosphomannose isomerase (Figure 5) was obtained from Syngenta and transformed into Agrobacterium EHA101. Regeneration of in vitro leaf explants was assessed on media with various levels of mannose and sucrose: approximately 10% of explants regenerated shoots on medium with 2% mannose (plus 3% sucrose), compared with 80% regeneration on medium with 3% sucrose only and no regeneration on 3% mannose plus 3% sucrose. An initial transformation experiment was performed, comparing two selection strategies based on these mannose tolerance results but transformed shoots were not obtained.

In 2004, four further transformation experiments were performed with Buddleia davidii ‘Nanhoensis Alba’ employing various mannose selection strategies (see Table 26). All plates were cultured in a dark incubator at 240C. Ticarcillin/clavulanic acid, which is more effective at suppressing Agrobacterium growth than Cefotaxime (carbenicillin), was used from experiment 2 onwards. A comparison with Cefotaxime indicated a small increase in regeneration with TCA. Because of this and the slight beneficial effect of filter-sterilised mannose compared to autoclaved mannose, the level of mannose selection was increased in experiments 3 and 4. The selection was based on a successful strategy published for sugar beet. Explants were cultured initially on the mannose concentration that allowed shoot regeneration from 10% of explants, and mannose selection was increased in subsequent passages. Sucrose was kept at 30 g/l throughout. Organogenic calli developed from 0.3-1.5% of explants (but not from control explants) on selection. Calli developing shoot primordia (including calli with shoots regenerating on plates without selection) were transferred to shoot development medium with 30 g/l sucrose, mannose 50 g/l and ‘TCA 200’ under lights. Control (non-transgenic) plates on selection did not develop organogenic calli. None of the putative transformed shoots survived due to Agrobacterium overgrowth; however control (non-transgenic) calli with shoots from non-selection medium inoculated onto this medium did survive and become green and because of this it is highly likely that any putative transgenic shoots would not be transformed. A possible explanation for the survival of non-transgenic shoots is that photosynthesis in vitro occurs at a level sufficient to overcome the inhibitory effects of the mannose, and/or that callus and regenerated shoots have a different mannose/sucrose tolerance.

The mannose selection strategy was based on the response of leaf material to a range of mannose and sucrose concentrations determined initially, and the regeneration of organogenic calli on selection only from leaf inoculated with Agrobacterium indicates that the strategy is basically sound; however the problems of selection and survival beyond this stage needed to be addressed. As the callus was comprised of a mixture of transformed and untransformed tissue an experiment was devised to determine the response of calli (on regeneration medium in the dark) and regenerated shoots (on shoot proliferation medium under lights) to a range of mannose and sucrose concentrations (Table 27). It was decided therefore to determine the mannose dose response of regenerated calli and regenerated shoots prior to further transformation experiments (Figure 4).

Mannose dose response was determined with Lonicera periclymenum ‘Honeybush’ using the optimised regeneration protocol (Figure 5).

The MAT (multi-auto-transformation) vector components were requested in August 2004 and eventually obtained in mid-March 2005 from Nippon Paper Industries, Japan. Following selection of transformed tissue this should enable excision of the selectable marker and production of marker-free transformed plants.

In 2005, the MAT vector was successfully constructed for production of marker-free transformed plants using phosphomannose isomerase (PMI) for initial selection. This was a more substantial piece of work than originally expected: as limited information was received for the constructs pNPI128 and pNPI300 (Figure 6), it was necessary to clone them into a well-characterised cloning vector to determine restriction enzyme sites and fragment sizes before proceeding with cloning. Subsequently, the PMI construct was excised from the binary vector pNOV2819 and cloned into the recombination construct, and the inducible promoter construct was inserted upstream of this. This recombination/selection construct was then inserted between the left and right borders of the T-DNA in the binary vector (from which the PMI construct had previously been excised). An initial transformation experiment using this MAT vector was carried out on Lonicera periclymenum ‘Honeybush’ and experiments with Buddleia were planned for spring 2006. A marker gene encoding ß-D-glucoronidase (GUS) under a constitutive promoter was cloned into pNOV2819, to use as a control vector for transformation experiments. In addition, the GUS gene was being inserted between the left T-DNA border and the recombination system in the MAT vector, where it would represent the ‘gene of interest’ to prove the efficacy of the system. In both cases the presence of the GUS gene will facilitate the detection of transformed tissue.

In 2006, initial experiments were performed with Lonicera and Buddleia using the PMI gene encoding for selection of transformed tissue tolerant to mannose. However, mannose proved inefficient as a selection agent in both subjects. Information was received from other workers experiencing difficulty in developing mannose selection systems in other subjects. Therefore the MAT vector was re-constructed, replacing the PMI gene with the neomycin phosphotransferase (npt II) gene for selection using kanamycin. A marker gene encoding a modified green fluorescent protein (GFP), sGFP(S65T)-NOS construct (Sheen et al., 1995), was obtained and inserted within the recombination/selection (R/RS) construct to facilitate monitoring of transformation events and subsequent marker gene excision. MAT vector construction was completed by cloning the npt II-GFP R/RS construct between the left and right borders of the T-DNA in the binary vector and a visible (GUS) marker gene, representing the ‘gene of interest’, was cloned within the right T-DNA border. The binary vector was called pEM-RS1 (Figure 7).

Transformation experiments using Agrobacterium EHA101/pEM-RS1 were performed with ornamental crab apple (Malus x robusta ‘Red Sentinel’), honeysuckle (Lonicera periclymenum ‘Honeybush’) and clematis (C. flammula) and four days after inoculation transient expression of the GFP gene was observed only in clematis by fluorescence microscopy. However, GUS gene expression was observed in regenerating calli of Malus ‘Red Sentinel’ and Lonicera ‘Honeybush’. As clematis is of most commercial importance, it was decided to focus on transformation of C. flammula and hybrids for which there were shoot regeneration protocols. Three transformation experiments were performed with C. flammula using different kanamycin selection strategies (kanamycin concentrations were increased to 75 and 100 mg/l, which inhibited regeneration from control explants). GUS gene expression was observed in most calli (although most of these also comprised a varying proportion of non-transgenic tissue) and some calli were seen to fluoresce. However, no transformed shoots were regenerated.

In a transformation experiment with Clematis ‘Pagoda’, leaves and stem pieces were inoculated with EHA101 pEM-RS1. Selection was on medium containing kanamycin 50 mg/l. Fluorescent calli regenerated and also some embryos but these were not transformed.

Transformation – Biolistics

A different approach was adopted in subsequent experiments with ‘Pagoda’: a large stock of somatic embryos had been generated and it was decided to inoculate embryogenic cultures. If stable transformation could be achieved in a single cell of a developing cotyledon, this could develop into a transgenic sector from which transformed secondary embryos may regenerate. For targeting individual cells a Biorad Biolistic PDS-1000/He gun was used, essentially following the manufacturer’s instructions. Embryogenic cultures were inoculated onto the centre of a Petri dish (covering an area 2.5 cm in diameter) and 3 mg of prepared 1µm gold microcarrier particles were coated with 5 µg of pEM-RS1, sufficient for six shots. Vacuum pressure used was 28 inches Hg, rupture disc pressure was 1100 psi. The Petri dishes were placed variously at 6, 9 and 12 cm distance from the stopping screen. At 6 cm sample disruption occurred. Following bombardment the samples were incubated at 240C in the dark. After four days, scattered fluorescing cells were observed. The highest number were seen on explants from the 6 cm treatment, with obviously fewer resulting from the 9 cm stopping distance and fewer still from the 12 cm stopping distance. After a further three days transient expression was still seen; however subsequently no stable fluorescence was observed.

Transformation –Agrobacterium versus Biolistics

It was decided to compare Agrobacterium-mediated transformation with direct DNA bombardment. To facilitate wounding and access of Agrobacterium the biolistic gun was used, i.e. the microcarriers were prepared as for DNA except that the DNA precipitation steps were omitted. Following the 100% ethanol wash step they were mixed with 60 µl bacteria suspended in MS 2% sucrose to OD600 1.0 (instead of 60 µl ethanol as for the DNA-coated microcarriers). It was not possible to spread this aqueous suspension over the macrocarrier surface in an even, continuous layer, so 10 µl was spotted onto the surface of each macrocarrier in evenly spaced aliquots of approximately 0.5 µl volume. A total of twelve plates were bombarded, six with DNA-coated microcarriers (as before) and six using microcarriers mixed with EHA101/pEM-RS1. The stopping distance was 6 cm throughout. After four days the Agrobacterium treated material was briefly washed in a solution of TCA 400 mg/l, blotted and transferred to medium with TCA 400 mg/l. Kanamycin selection was not applied to any of the treated embryos. It was observed that the number of cells transiently expressing GFP were much greater in the embryos bombarded with DNA but were very few in embryos treated with Agrobacterium. One month after bombardment a few fluorescing sectors were seen on both DNA and Agrobacterium treated material. Two months after bombardment green fluorescence was observed in an embryo from Agrobacterium treated material. This is taken to be GFP expression and indicates stable transformation; however confirmation of this would require molecular analysis. In addition, three months after bombardment embryogenic cultures were destructively assayed for GUS expression, using X-gluc (5-bromo-4-chloro-3-indolyl-ß-D-glucuronic acid), sodium salt, as a substrate. The product of cleavage of the substrate was a water insoluble blue precipitate at the site of enzymatic cleavage. In both DNA and Agrobacterium bombarded cultures, blue sectors were visualised on cotyledons. This further indicates that stable transformation of embryo tissue has occurred and that transgenic cotyledonary sectors have subsequently developed from which transgenic secondary embryos may develop. It shows that it would be possible to use this method to generate a population of transgenics.

For this work to be publishable it would be necessary to perform further experiments to generate a population of proven transgenics. Excision of the cassette that includes the selectable marker gene, transgenic lines would be accomplished by culture on medium containing the herbicide Safener®. Optimisation of this procedure would be facilitated observation of GFP expression, i.e. marker-free tissue would not fluoresce. Analysis of marker-free lines would be by detection of the GUS gene, PCR and Southern blotting.

ACTIONS ARISING

Intellectual Property

Sambucus nigra ‘Black Lace’, which was developed in the previous project, proved to be a great commercial success, earning substantial royalties in the UK and overseas. European Plant Breeders Rights and a US Plant Patent were granted. Two other selections of S. nigra from the previous programme, with bronze leaves and fastigiated habit, were identified for possible release and multiplied. Twenty-five selections of Rhododendron identified as apparently tolerant to lime were lifted from the field in autumn 2006 and propagated for commercial evaluation. Various selections were made available to East Malling Ornamentals (EMO) for use in breeding. Pear × apple (PyMa) hybrids were supplied to the Apple & Pear Breeding Club for evaluation as interstocks and a tetraploid pear × quince hybrid is available for breeding rootstocks for pear.

Publications

· Tobutt, K.R. and Wilson F (2003) Defra’s HNS improvement project at HRI-East Malling. Plant It! Newsletter 3:6

· Clarke, J.B. and Tobutt, K.R. (2006) Development of microsatellite primers and two multiplex polymerase chain reactions for the common elder (Sambucus nigra). Molecular Ecology Notes, (in press)

· Wilson, F.M. ‘Selectable Marker-Free Transformation of Vegetatively Propagated Woody Ornamental Plants using a GST-MAT Vector System’. Abstract published in Programme and Abstracts of ‘Plant Transformation Technologies’ conference, University of Vienna, 4-7 February 2007

· Sutherland, B.G., Tobutt, K.R., Marchese, A., Paternoster, G., Simpson, D.W., Sargent, D.J. (2008). A genetic linkage map of Physocarpus, a member of the Spiraeoideae (Rosaceae), based on RAPD, AFLP, RGA, SSR and gene specific markers. Plant Breeding (in press)

· Sutherland, B., Clarke, J.B., Wilson, F, Sargent D.J., Tobutt K.R. (2008) Development and characterisation of ten polymorphic microsatellite markers for fingerprinting Rosa accessions. Plant Breeding (in press)

Presentations

· Tobutt, K.R. ‘Breeding fruit, broad-leaved timber trees and woody ornamentals’, talk to visitors attending the launch of EMR, East Malling, 17 March 2004

· Hardie, I.W. & Twomey, U. Launch of Sambucus nigra ‘Black Lace’, on Notcutts stand at Chelsea Flower Show, London, May 2004

· Wilson, F.M. ‘In vitro methods for improving ornamentals’. Presentation to Institute of Biology, June 2005

· Tobutt, K.R. & Wilson, F.M. ‘Rose-related research at EM’. Presentation to British Rose Growers Association committee at East Malling Research, July 2005

· Tobutt, K.R. & Wilson, F.M. ‘Improving woody ornamentals at East Malling’. Talk to Kent Nursery Stock Group, at East Malling, August 2005

· Wilson, F.M. ‘Defra-funded Hardy Nursery Stock Improvement’. Poster presentation at ‘Trade’ Open Day, East Malling Research, September 2005

· Wilson, F.M. ‘Introducing Blackspot Resistance from Diploid Rose Species’. Poster presentation at ‘Trade’ Open Day, East Malling Research, September 2005

· Wilson F.M. ‘Techniques and breeding lines for the genetic improvement of hardy nursery stock’. Presentation to Defra Project Reviews, London, September 2005

· Tobutt, K.R. & Wilson, F.M. ‘Defra-funded HNS improvement at East Malling Research’. Presentation to the Horticulture Development Council HNS panel, at East Malling Research, September 2005

· Tobutt, K.R. ‘Aspects of perennial plant breeding relevant to A-level syllabus’. Presentation to pupils of Sutton Valence School, at East Malling Research, February 2006

· Wilson, F.M. ‘Applications of in vitro techniques in the improvement of ornamental plants’. Presentation to pupils of Sutton Valence School, at East Malling Research, February 2006

· Wilson, F.M. ‘Selectable Marker-Free Transformation of Vegetatively Propagated Woody Ornamental Plants using a GST-MAT Vector System’. Poster presentation at ‘Plant Transformation Technologies’ conference, University of Vienna, 4-7 February 2007

· Tobutt, K.R. ‘Opportunities for Hardy Nursery Stock Improvement at East Malling – conventional breeding’. Presentation to the Horticultural Trades Association (HNS Committee), at East Malling, February 2007

· Wilson, F.M. ‘Opportunities for Hardy Nursery Stock Improvement at East Malling – biotechnology’. Presentation to the Horticultural Trades Association (HNS Committee), at East Malling, February 2007

· Tobutt, K.R. ‘Genetic improvement of rose’. Talk to Kent Horticultural Discussion Group, at East Malling, 31 July 2007

· Wilson, F.M. ‘Hardy Nursery Stock Improvement at East Malling Research’. Presentation to Kent Horticultural Discussion Group, at East Malling, 31 July 2007

· Sosa, P.A., Gonzales-Perez, M.A. & Clarke, J.B. ‘Genetic characterisation of Sambucus palmensis in the Canary Islands’. Poster presentation at International Biogeography Meeting, Tenerife, December 2007

· Wilson, F.M. ‘Ploidy Manipulation’. Presentation at EMRA Members’ Day, ‘A Day of DNA’, 8 November 2007

· Tobutt, K.R. ‘Rosaceous genetics and genomics research at EMR’. Presentation at Rosaceous Genomics Workshop, Aylesford Priory, 5 December 2007

Other technology transfer

· The launch of ‘Black Lace’ at the Chelsea Flower Show (2003) was reported widely in the trade and national press and on television

· David White (Paul Chessum Roses) presented an overview of current and proposed work on roses at EMR to leading UK rose producers, spring 2005

· Opportunities for Jasminum improvement were discussed with a private breeder

· Benefits arising from chromosome from doubling, e.g. increased flower size and restoration of fertility in lilac, have been communicated to the industry at several of the presentations listed above

· The in vitro techniques have been applied and further developed by East Malling Ornamentals Ltd with the aim of producing a range of novel garden plants

· An adaptation of the chromosome doubling techniques to germinating seed was communicated to a commercial seed breeding company

· Microsatellite markers developed for Sambucus nigra were used by a Spanish group to study the population genetics of S. palmensis, an endangered species in the Canary Islands; an EMR staff member was included as a co-author

· In February 2007, a proposal outlining opportunities for hardy nursery stock improvement resulting from this project was submitted to the Horticulture Development Council HNS panel for consideration

· Meetings were held with representatives of the rose propagation and wholesale industry involved with the Royal National Rose Society and the British Rose Growers Association, to discuss how our work on rose could be applied to the needs of the industry: there was particular interest in opportunities for molecular and biotechnological methods for developing pest and disease resistant breeding lines

· Using techniques developed within the project as a basis for work on other subjects, EMO produced tetraploid versions of a range of subjects including Syringa vulgaris, Sambucus nigra ‘Black Lace’ and Kerria japonica ‘Golden Guinea’

· Opportunities for chromosome doubling were discussed with a commercial breeder

· The techniques were also being applied in an EMO Defra-funded project on production of polyploid clones of lavender for improved oil quality and yield

OPPORTUNITIES ARISING FROM WORK

The project has been successful in developing breeding lines, information and techniques that should be taken up and carried forward by the industry. As specified above, there are now a number of breeding lines and a wealth of genetic information that are likely to be useful in future commercial breeding programmes. In vitro protocols developed within the project during this project may also be useful for other crops. For example, the clones of Miscanthus currently favoured for biofuels are mostly sterile interspecific triploids and must be propagated vegetatively; using chromosome doubling techniques it could be possible to create fertile hybrids that could be propagated by seed. In addition, polyploid characteristics such as fewer (but larger) stomata, altered root systems, shorter internodes and thicker leaves might enhance crop performance under conditions of environmental stress by affecting traits such as water use efficiency, photosynthesis and carbon fixation. And the transformation systems developed using the MAT vector could be applied to various crops to produce selectable marker free plants expressing traits such as, e.g., compact habit, disease resistance, drought tolerance, improved nitrogen use efficiency or increased yield.

As explained, there is considerable interest from the rose industry in opportunities for markers and novel resistance lines and there have been various discussions to explore LINK funding.

References to published material

9.This section should be used to record links (hypertext links where possible) or references to other published material generated by, or relating to this project.

Refereed publications

· Clarke, J.B. & Tobutt, K.R. (2006) Development of microsatellite primers and two multiplex polymerase chain reactions for the common elder (Sambucus nigra). Molecular Ecology Notes (in press)

· Sutherland, B.G., Tobutt, K.R., Marchese, A., Paternoster, G., Simpson, D.W. & Sargent, D.J. (2008). A genetic linkage map of Physocarpus, a member of the Spiraeoideae (Rosaceae), based on RAPD, AFLP, RGA, SSR and gene specific markers. Plant Breeding (in press)

· Sutherland, B., Clarke, J.B., Wilson, F, Sargent D.J. & Tobutt K.R. (2008) Development and characterisation of ten polymorphic microsatellite markers for fingerprinting Rosa accessions. Plant Breeding (in press)

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