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Rachel Leisso, Katrina Mendrey, and Zach Miller, Montana State University, Western Agricultural Research Center 2019 Heritage Orchard Conference, Sandpoint, Idaho May 31, 2019 Montana Heritage Orchard Program site summaries and research potential

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Rachel Leisso, Katrina Mendrey, and Zach Miller, Montana State University, Western Agricultural Research Center

2019 Heritage Orchard Conference, Sandpoint, Idaho

May 31, 2019

Montana Heritage Orchard Program site summaries and research

potential

Outline

• Montana State University-Horticulture: Who we are and what we do

• Montana Fruit Production History and Heritage Orchard Program

– Research projects and potential collaborations

– Heritage orchards for the future

A Team Effort

MSU-Western ARC

• Corvallis, Montana • Excellent Growing Conditions

• Zone 5a • >120 Frost Free Days • ~2000 Growing Degree Days

• Irrigated: • 11 Inches of Precipitation/Year

• Established in 1907 during a Bitterroot Apple Boom

• Historically a major production region • 10-15,000 ac • 750,000 trees

Mission-Specialty Crops

Goal

Growing Fruit for Profit

• Opportunities: • Growing demand • High value per acre • Adapted cultivars • Favorable climates

• Challenges: • Marketing/Market access • High start-up and labor

costs • Slow return on

investment • New and untested

cultivars • Variable climates • Steep learning curve- less

forgiving, more risk than annual crops

Growing Demand: Local Food (and Drinks)

• Supporting local-grown and sustainable practices

• Interest in eating healthy

• #2 in microbreweries per capita

Growing Demand: Agritourism

• Synergizing the two largest segments of the states economy:

• in 2016:

• $4.3 billion in ag. production

• $3.0 billion from tourism

• 12.4 million visitors • MT economic development report 2017

http://aeromt.org/wp-content/uploads/2017/09/Agritourism-Manual.pdf

Marketing/Market Access

• Business-Marketing as or more important than what/how you grow

• Access to markets/consumers is your responsibility • Diversify: identify multiple

markets/buyers

• Explore value-added processing

• Learn from peers/leaders

Adapted varieties

• Many new and old options

• Often untested or being tested

• Winter temperatures

• Growing season length/heat

• Frost during bloom

• Neutral-Alkaline soils

Cold hardy: Winter Low Temperatures

Limited growing season

Adapted to neutral-alkaline soils

blueberries MT

Adapted varieties

• Many new and old options

• Often untested or being tested

• Winter temperatures

• Growing season length/heat

• Frost during bloom

• Neutral-Alkaline soils

• Disease/pest resistance

• Suitable for markets, labor (mechanical harvest)

Montana-Grown Superfood Berries

• Opportunity to capture growing market for Superfoods

• Dark colored=antioxidant rich

• Cold-Hardy Dark Fruit-Tolerate of Neutral to Alkaline Soils • Growing industry • Includes Dwarf sour

cherries, Haskaps, Saskatoons, Currants, Aronia, Elderberry

Antioxidant potential (Oxygen Radical Absorbance Capacity)

0

4000

8000

12000

16000

Aronia Elderberry Haskap Black Currant Blueberry Red Currant Saskatoon

OR

AC

Fruit Type

Montana-Grown Superfood Berries

Fruit type Uses Pest Management Recommended Varieties Production

(lbs./ac)

Dwarf Sour Cherry

Fresh, Frozen, Processed

Must manage insects Carmine Jewel and others-NOT Crimson Passion 11,000

Currants Processed Some insect issues Red: Jonkeer Van Tets Black: M12, Whistler+

14,500

Haskaps Fresh, Frozen, Processed

Minimal Early- Indigo Gem Mid-Aurora, Borealis Late-Several

7,300

Aronia Frozen, Processed

Some insect issues Commercial Varieties NOT ornamental

10,000

Saskatoons Fresh, Frozen, Processed

Must manage insects Northline, Lee 8, Smoky 10,400

Elderberry Processed Minimal Bob Gordon, Ranch, Adams 2,400

Fruits Work Well Together

June July August September

Haskaps

Saskatoons

Sour cherries

Currants

Aronia

Supporting the growth of Montana vineyard and wineries through

research and outreach

Improving yields and quality of wine grapes and wine.

• Optimizing plant nutrition and crop loads for grape quality and yield

• Improving irrigation practices for cold-hardy, hybrid grapes

• Identifying fruit varieties suited for wine making

• Deliver needed research/education for MT vineyards and wineries

Orchards/Cider

Dabinette

Major

Harrison

Identifying better varieties and

grower and cider maker needs

Montana Apple History

• Started with homesteaders and movement west

• Planted orchards to have fruit available

• Popular cultivars: Macs, Wealthy, Yellow Transparants, Duchess, Roman Beauty, Transcendent, Whitney Crab and Hyslop Crab

Montana Apple History

• First recorded commercial orchard 1871

• Mostly in Bitterroot and Clarks Fork Valleys

• In 1900 The Bitterroot Orchard Company claimed to have the largest orchard in the world (40,000 trees nearly 400 acres)

Montana Apple History

• Early 1900’s “Montana’s Apple Boom”

– “The pine forest has gone and the apple tree has reared its stead.” Ravalli Republic 03/19/1909

• Estimated in Bitterroot Valley alone 10,000-15,000 acres planted and over 750,000 trees

• Orchard land selling for $400-$500/acre

Low prices, Frost and Changing Times…

1910 Charlos Heights south of Hamilton, MT

2007 Charlos Heights south of Hamilton, MT

21st Century Fruit Production in Montana

Montana Heritage Orchard program

• Started in 2013 by Toby Day and Brent Sarchet - Montana State University (MSU) Extension personnel through a Montana Department of Ag Specialty Crop Block Grant

• Transferred to MSU – Western Ag Research Center in February 2019

Montana Heritage Orchard program Goals

• Identify and preserve tree genetics with unique potential for growing in Montana

• Help orchard owners preserve orchards through education and outreach

• Provide rural economies with agritourism activities to spur economic growth

Overview of orchards

www.mtorchards.org

Identification and preservation of tree genetics

• Propagation of trees with a story or unique qualities

In 2019 sold 179 trees to nurseries around the state.

Grower Education

• Online identification resource

• Management guide

• Workshops

Agritourism?

• Online map

• Orchard signage

• But…

What can we learn from these orchard?

Registered Heritage Orchard Sites • Brent and Toby set up a website where people could self-

register historic trees: https://mtorchards.org/default.html • Some sites were visited and have had signs placed indicating

their historical significance

Number of sites 106 Number of sites with a known orchard planting date 35 Number of sites older than 1930 30 Number of sites with genetic testing 44 Sites with location information 48 Sites with cultivar information 82

Registered Heritage Orchard Sites

Number of sites 106

Number of sites with a known orchard planting date 35

Number of sites older than 1930 30

Number of sites with genetic testing 44

Sites with location information 48

Sites with cultivar information 82

Registered Heritage Orchard Sites

Why the west / south west part of the state?

Rainfall?

Elevation?

Temperature?

Montana Heritage Fruit Tree Cultivars – both owner identified and genetic testing results

Total number of trees 891 Wealthy 184 Wolf River 15 McIntosh 87 Duchess 32 Yellow Transparent 14 Transcendent Crab 14 Others - Identified 43 Pears 10 Unidentified 492

Locations of surviving trees– both owner documentation as well as genetic testing identifications

Size is proportionate to number of trees (range of 1 to 36 trees)

Locations of surviving trees– unidentified trees

Size is proportionate to number of trees (range of 1 to 100 trees)

Cultivars based on landowner reporting

• Wealthy, McIntosh, Duchess, Wolf River, Yellow Transparent, Transcendent Crab most prevalent

• Flemish Beauty most common for pears

184

15

87

32 14 14

43 10

492

Cultivars

Genetic testing

• ~500 samples, 44 sites (42% of sites)

• We don’t have all the information for many of the sites (yet?)

• Dr. Norm Weeden, MSU-Bozeman doing the genetic testing

• Methods in genetic testing

– Zach or Katrina will discuss

114

16 3

36

14 4 8

138

8

60

108

Genetic testing results

Site diversity in pictures

Wild Horse Island

Research potential for Heritage Sites

Phenology Phenology -- the study of cyclic and seasonal natural phenomena, especially in relation to climate and plant and animal life

• Phenology is not greatly influenced by management

• Observing and recording phenology requires only the willingness to volunteer

• Examples – Bloom dates

– Ripening dates

– Insect emergence

Phenology Uses:

• Apple bloom and ripening are cultivar specific and can dictate cultivar / site suitability based on frost avoidance for bloom and length of season required for ripening

• Determine which heritage cultivars may be suitable in other locales in the Intermountain West

• Fun and educational activity

Apple Bloom and Ripening project • National Phenology Network

collaboration

• Sign up and record apple bloom, fruit ripening, and other observations

• Nature’s Notebook https://www.usanpn.org/natures_notebook

• (Handout)

• If you participate, be sure to include the cultivar (if known) in the “nickname” field

Other research potential

• Why do some trees survive seasons of neglect?

– Explore the endophyte microbiome of the survivors

– Genetics (Zach and Katrina)

• What makes some sites more suitable?

– Elevation

– Precipitation

– Temperature (and temperature seasonality)

The Future of Heritage Apple Programs

• Why are we here?

• Design a purpose with both function and fun

• Proposed activities – Bloom and ripening dates (online at the National

Phenology Network)

– Heritage fruit tastings (with a side of promoting resilient cultivars)

– Heritage Apple Path in the Intermountain West?

Thank you!

• Questions or discussion?

• Contact:

• Rachel Leisso [email protected]

• Katrina Mendrey [email protected]

• Zach Miller [email protected]

Montana State University Western Ag Research Center (406) 961-3025

Opportunities for Collaboration

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4

6

8

10

12

14

16

18

Areas of Greatest Interest

Top Opportunities for Collaboration

Tools for Success

Tools for Communicating

Tree Identification and Genetics

Needs Resources Action Items

Preservation of Tree Genetics

Needs Resources Action Items

Historic Documentation

Needs Resources Action Items

Systems for Collaboration

Needs Resources Action Items

Heritage Apple Conference 2.0

Needs Resources Action Items