1. Introduction
In
C. arabica, the rust resistance genes
SH1,
SH2 and
SH4 were identified through reactions induced to different pathotypes of
Hemileia vastatrix [
1], and it was proposed that the interactions between these resistance mechanisms and rust coffee plant, adjusted to the gene-for-gene theory, for every resistance gene in the plant there are avirulence genes in the pathogen [
2]. In coffee, this relationship is often applied to resistance factors in the plant and virulence in the pathogen in the homozygous state, as long as the resistance comes from dominant genes and the virulence from recessive genes [
3]. However, resistance genes in
C. arabica and virulence genes in
H. vastatrix are not completely dominant [
4].
Currently, the protection conferred by the genes encoding
C. arabica SH1,
SH2, and
SH4 is of little interest due to the rapidity with which variants of
H. vastatrix can overcome it. However, plants harboring these genes may exhibit incomplete resistance when specific resistance is overcome by the pathogen [
5,
6]. In this way, incomplete resistance can become effective in the field for a longer time, providing protection to plants against pathogens that cause limiting diseases, compared to complete resistance, and its quantification can only be carried out through the study of races of the pathogen compatible with the host [
7]. On the other hand, incomplete resistance is affected by various factors, including the environment [
8], nutritional status [
9,
10,
11], age, phenology, ontogenetic state of organs [
8,
12,
13], environment [
8], and production potential of varieties [
14,
15].
In
C. arabica, incomplete resistance to
H. vastatrix is affected by the age of the leaves [
16], the productivity of the plant [
17], the interaction between the genotype and the environment (GxA) [
18,
19,
20,
21,
22], the physiological and nutritional status of the crop [
9,
10,
11,
23], and its genetic basis [
24]. Studies on this last factor have shown that incomplete resistance in
C. arabica is related to interactions between genes with greater effects [
24] and genes with weaker effects that act in an additive manner [
25]. The constitutive genetic background of the plant can have an effect, as can a homozygous state of the gene and its combination with other resistance mechanisms [
24]. These mechanisms are probably similar to those of the genes with a greater effect,
SH6 through
SH9, identified in the Timor Hybrid (HdT) [
3], and their control is oligogenic but is determined by a variable number of genes [
25].
It has been estimated that the heritability of incomplete resistance is between 31% and 73% [
4,
25], and from segregating populations, varieties with resistance factors that are inherited separately or in different combinations can be obtained. Genetically diverse offspring are produced [
26]. This has allowed the successful genetic improvement and development of coffee varieties with incomplete resistance to rust.
On the other hand, the development of varieties with durable genetic resistance to rust should be complemented with evaluations under natural conditions of the crop and under full pressure from the pathogen. The latter is the ideal condition for identifying and determining the response of the improved genotypes against the pathotypes of H. vastatrix that prevail in the natural conditions of C. arabica culture. In the case of Colombia, this evaluation process is recurrent and requires long periods of time and high economic resources, which can make up around 30% of the costs per cycle in the research processes in the early stages of the development of an improved coffee variety.
In the search for shorter times, fewer required resources, and more efficient selection processes for mechanisms in which there are no developed molecular markers, alternative methods for evaluating resistance to diseases, which require short evaluation times and replicate the infection reactions caused by the pathogen under field conditions used for different crops, which have been adjusted for coffee [
5,
27]. The use of such alternative methods makes it possible to measure the components of incomplete resistance [
28]. In coffee, these components quantified under laboratory conditions present a high correlation (
r = 0.83) with the severity of disease observed under natural conditions of the crop, which has allowed the selection of coffee genotypes with incomplete resistance to rust. [
29]. However, this process involves the collection of continuous records, which are essential for determining the times at which one or more specific symptoms occur. This large volume of information is highly useful when investigating the behavior of plants against the attack of pathogens and disease development [
30,
31].
The information obtained in this type of research, when adjusted to statistical assumptions, is generally obtained from parametric statistics. When this does not occur, it is necessary to resort to other statistical approaches for analysis, including time to occurrence analysis. This method is also known as survival analysis or reliability analysis [
32,
33]. This type of analysis has been implemented to study the interactions between different species, including corn (
Zea mays), spiroplasm (CSS), and corn and mycoplasma (MBSM) [
34]; potato (
Solanum tuberosum) and
Clavibacter michiganensis [
35]; cedar (
Chamaecyparis lawsoniana) and
Phytophthora lateralis [
36]; soybean (
Glycine max and
G. soja) and
Pythium aphanidermatum [
37]; and chickpea (
Cicer arietinum L.) and
Phytophthora medicaginis [
31].
Countless cases of plant‒pathogen interactions can be cited, but the times until the occurrence of events are rarely tracked [
30,
33,
38], and coffee is no exception. Due to the importance in genetic improvement of developing techniques for the evaluation and selection of rust resistant genotypes and the ability to establish a balance between the time required for the analysis and the efficiency of the selection, the present investigation aimed to select genotypes resistant to coffee rust using the detached leaf inoculation method. This research was carried out in a hybrid population combining resistance mechanisms from the HdT CIFC-1343 and the
SH1 gene present in wild genotypes of
C. arabica from the Colombian Coffee Collection (CCC). The data were analyzed using nonparametric statistics, and the probability of occurrence of symptoms associated with the components of incomplete resistance was determined.
2. Materials and Methods
Twenty plants from three populations derived from complex crosses between Ethiopian introductions, carriers of the SH1 gene (CCC.32 and CCC.66), and varieties Caturra and Catuaí, which are susceptible to rust, were evaluated: Population 1: [[(Caturra × CCC.32) × (Caturra × CCC.66)] × CX.2385]; Population 2: [CX.2385 × [(Caturra × CCC.32) × (Caturra × CCC.66)]] and Population 3. [Catuaí × [(Caturra × CCC.66)] × CX.2385]. In previous works developed at the Centro de Investigação das Ferrugens do Cafeeiro (CIFC for its name in Portuguese), it was determined that these crosses segregate for the physiological resistance Groups C and EC (SH1.5, SH5), respectively. These populations were crossed with the CX.2385 line, a carrier of incomplete resistance to the disease, which was obtained from a cross between the Caturra variety and the HdT CIFC-1343. The resulting plants were established at the Naranjal Experimental Station of the National Coffee Research Center, Cenicafé, located in the municipality of Chinchiná, Department of Caldas, Colombia (04° 59′N, 75° 39′W, 1381 masl). This center has an average temperature of 21.4 °C, 2782 mm of annual precipitation, and 77.5% relative humidity.
First, the incidence of rust was quantified under field conditions using the scale of incidence in the field [
39]. This scale takes the entire plant as the unit of observation. Between 2017 and 2019, two evaluations were carried out per year in the months with the highest incidence of the disease in Colombia (April and August). All the plants were evaluated for their incomplete resistance to rust using the detached leaf inoculation method [
5,
29]. Fully extended young leaves were taken from branches of the second third of the tree, located in the first two nodes, from the outside to the inside. The leaves were collected with the petiole, washed, and disinfected by immersion in a 3% hypochlorite solution under constant agitation for 30 to 40 seconds. Immediately afterward, they were washed with distilled water and then immersed in alcohol at a concentration of 70% for 1 minute. The alcohol was removed via rinses with distilled water, followed by rinses with sterile distilled water. Four leaves were deposited per genotype, arranged with the underside facing up, in transparent plastic boxes with a lid (37 cm wide by 26 cm high by 40 cm long) acting as a humid chamber. The leaves were then kept for 12 hours in complete darkness.
In parallel, the inoculum was obtained from the CX.2385 line and was prepared in solution with sterile distilled water, and 0.7 mg of urediniospores was added to each ml of water. The dispersion of the urediniospores and homogenization of the solution were carried out by shaking under ultrasound for 20 seconds. Finally, the solution was subjected to constant magnetic stirring, and with a micropipette, 8 drops of 5 µl were deposited on each leaf and then incubated in complete darkness for 48 hours. The inoculated leaves were subjected to alternating periods of illumination, 9 hours of light and 15 hours of darkness, for 60 days with LED light lamps set up 75 cm above the leaves. It was guaranteed that the interior humidity of each chamber stayed close to the saturation point, the temperature was between 22 and 24 °C, and from day 10 after inoculation (DAI) on, the progression of the disease was recorded (
Figure 1) on the scale of increasing lesions for the evaluation of incomplete resistance [
5].
The experiment was replicated four times in a completely randomized design. The data were analyzed by survival analysis, taking the leaf as an experimental unit and each inoculated site as an observation unit. Survival estimators until the appearance of each symptom were obtained by the Kaplan–Meier method [
32] with 95% confidence intervals (P<0.05) using Equation (1):
where:
- -
S(t) = the survival function.
- -
T = the most likely time at which symptoms develop in each genotype.
- -
P(t) = the conditional probability function that describes the instantaneous risk for the symptom to develop at time t, from day 10 DAI to day 60 DAI.
4. Discussion
When the objective of a breeding program is to find resistant plants to limiting and potential diseases, it is necessary to evaluate large populations such that plants with favorable resistance alleles are likely to emerge. The size of the population will be a function of the number of loci that the breeders want to introgress into the same genotype, and the variation in the expression of the resistance components will be the result of the level of homozygosity of the resistance genes in the parents. In F1 plants, the absence of segregating patterns is expected when the resistance mechanisms are in a homozygous state. In contrast, the results obtained in this research suggest that rust resistance segregates within the evaluated populations, a behavior that has been reported in hybrid populations developed from sources of
C. arabica [
4]. In the plants evaluated in this work, an apparent segregation by resistance was observed, expressed by longer periods to develop a latency period, lower density of sporulating lesions, and, in some cases, early necrosis of the lesions, which is consistent with other reports [
4].
In
C. arabica, the percentages of urediniospores that germinate and infect tissues are similar in resistant and susceptible plants [
40]. However, in genotypes considered resistant, the plant responses occur a few days after the fungus begins the infection process. These reactions in the plant against the attack of pathogens are modulated by the expression of proteins that regulate defense responses, blockages in the formation of the appressorium, mycelial growth and modifications of the cell wall, affecting the synthesis of lignin in the cells that surround stomatal tissue and sometimes cytoplasmic tissue [
41,
42,
43,
44].
All this leads to the development of chlorosis and swelling of the tissues and a reduction in the penetration of the fungus, making it difficult to establish, preventing colonization, and reducing the reproduction of the pathogen on the tissue [
40,
45]. These resistance reactions generally occur because the defense mechanisms that plants deploy to attack pathogens involve quantitative and polygenic inheritance [
44].
In this study, no plants immune to the pathogen were identified, that is, all of them presented some degree of affectation. However, highly resistant plants with variable phenotypic responses, including the development of chlorotic zones of different intensities and swelling, were identified (plants 65 and 128). These symptoms are frequently observed in the
Rubiaceae family, where tissue deformation occurs at the site of infection, accompanied by chlorotic regions, and these symptoms are considered reactions that occur in incomplete resistance responses of coffee to
H. vastatrix [
46]. In resistant genotypes of
Coffea, during infection by
H. vastatrix, the cells of the mesophyll develop hypertrophy as an effect of the activation of secondary metabolites, accumulation of phenolic components, and thickening of the cell wall [
40]. These responses are the product of the activation of the metabolic pathway of shikimic acid, which is the same pathway that yields the biochemical compounds that lignin is made from. Lignin is responsible for the thickening of cell walls, the first barrier of plants in defense against the attack of phytopathogens.
These variations in resistance, to a large extent, are related to different factors, including environmental factors [
9,
10,
11,
16], genetic factors [
8,
24], and the product of interactions between them [
18,
19,
20,
21,
22]. Therefore, to decrease the effects of interactions between genotype and the environment, this work was carried out under controlled conditions.
When any of the parents are not homozygous, segregating hybrid populations originate, in which case resistance and susceptibility are not absolute attributes of the genotype. In contrast, they are characterized by compatible or incompatible specific interactions between the host, its resistance mechanisms, the pathogen, and its virulence mechanisms [
47]. In the case of resistance conferred by genes from
C. arabica SH1,
SH2, and
SH4, its resistance capacity is regulated by its level of homozygosity and interaction with other resistance genes present in the plant [
3,
48].
The resistance reactions we observed show that the combination of the
SH1 gene with the resistance genes derived from HdT can have a genetic control effect on the pathotype used, allowing the expression of various phenotypic resistance reactions and the apparent additive action of genes. Therefore, it is possible to phenotypically select resistant plants, facilitating the combination of resistance alleles in a genotype and providing an efficient barrier against the pathogen [
48]. Additionally, in the HdT and its derived varieties, resistance is controlled by genes with independent segregation [
49], allowing the genetic configurations of the progeny to be diverse in their reactions to disease [
8].
In the three populations evaluated, 65% of the plants presented intermediate reactions in terms of intensity (grade 3), with a progressive increase in chlorotic tissue. This type of resistance reaction is most common in plants when they are affected by rust causing fungi [
45]. In plants classified as susceptible, the resistance response is delayed, allowing the development, growth, and sporulation of fungus [
40], consistent with what was observed within the plants of the evaluated populations. In this research, late phenotypic defense responses were observed, but these responses allow the pathogen to affect tissues in different proportions. In this sense, the level of resistance of the evaluated plants and the infectivity rates of the pathogen were decisive in each genotype to restrict the development of the fungus, and this plant‒pathogen interaction caused variations in each genotype’s risk per se of developing symptoms associated with the disease.
The survival curves allowed us to identify the probability and model the level of resistance of the plant to the development of
H. vastatrix. What was observed was adjusted to what was expected in this type of experiment [
31,
32,
35,
36,
37]. The phenotypic symptoms observed in plants 65 and 128 are often preceded by the cessation of growth and colonization of the pathogen [
3,
40], making this characteristic an indicator of its high genetic value and agronomic interest. We must bear in mind that when breeding and selection are carried out to seek genetic resistance against pathogens that limits crop production, yield reductions may occur [
14,
15]. Additionally, the relationship between genetic resistance to a pathogen and the production capacity of the plant will always be closely related to the effects of the environment and the genetic configuration of the varieties [
8].
All plants presented incomplete resistance under field conditions, but plants 65 and 128 presented the lowest incidence of the disease under conditions of pressure from virulent races (
Table 1). Therefore, strict selection was done based on the incidence values under controlled conditions and was complemented with the values obtained under field conditions. This last parameter (field evaluations) indisputably reflects the level of genetic resistance of the plant under conditions of high pressure from the inoculum to specific races.
In the selection process within any genetic improvement program for resistance to diseases, the selection parameters must always be as high as possible to reduce the future risk that the pathogen will pass through introgressed resistance mechanisms, which is a natural and inevitable process. Given this risk, the ideal strategy to mitigate the impacts of a possible loss of resistance is to make use of genetic diversity. Its uses and benefits are documented for different crops [
50,
51,
52], coffee is no exception. Its genetic diversity has yielded a wide spectrum of benefits, including economic, environmental, and social benefits, as has been demonstrated with the varieties released by the National Federation of Coffee Growers and its research center Cenicafé in Colombia [
53].
Although CX.2385 line exhibited a high disease incidence in the laboratory, with a grade of 7 on the scale of growing lesions and a grade of 6 under field conditions [
5,
12], the severity of these lesions under cultivation conditions does not seem to have negative effects on production, confirming its high incomplete resistance to rust. Contrasting findings were observed for the Caturra variety, which was highly susceptible to normal cultivation conditions in Colombia and whose production was harmed at any time of the year, at any altitude, and in the absence of chemical control for the disease. Therefore, from the identified and selected plants, we will continue to obtain segregating populations and to advance them to further generations to fix and select progenies for the various characteristics of agronomic value, which will benefit Colombian coffee growers.
In this research, the agronomic management of the plants and the research conditions, temperature, humidity, evaluation times, and light intensity were the same for all the genotypes. This ruled out environmental effects or effects attributed to the physiological state of the plant [
9,
16]; therefore, the variations in the resistance response observed are the expression of resistance characteristics of the genotype and are undoubtedly related to the genetic background of the parents and the combinations of resistance factors in the progeny.