FORAGE QUALITY, YIELD, CONDENSED TANNIN CONCENTRATION, SOIL RESPIRATION, AND ROOT MORPHOLOGY OF BIRDSFOOT TREFOIL-TALL FESCUE MIXTURES By Molly Suzanne Kreykes A THESIS Submitted to Michigan State University in partial fulfillment of the requirements for the degree of Crop and Soil Sciences ̶̶ Master of Science 2017 ABSTRACT FORAGE QUALITY, YIELD, CONDENSED TANNIN CONCENTRATION, SOIL RESPIRATION, AND ROOT MORPHOLOGY OF BIRDSFOOT TREFOIL-TALL FESCUE MIXTURES By Molly Suzanne Kreykes Growing birdsfoot trefoil (Lotus corniculatus L., BFT) in mixtures with tall fescue [Schedonorus arundinaceus (Schreb.) Dumort] may help livestock neutralize toxic alkaloids in endophyteinfected tall fescue, but little is known about condensed tannin (CT) concentrations of such mixtures. Therefore, I evaluated forage yield and quality, CT concentration, soil microbial activity, and root morphology of BFT-tall fescue mixtures grazed by sheep in Lansing, MI. Mixtures contained eight BFT cultivars with a range of CT concentrations and four tall fescue cultivars varying in endophyte infection status. The BFT proportion of forage mixtures declined from > 95% to < 10% from 2015-2016 due to reduced stand density of BFT. Mixtures with Oberhaunstädter BFT expressed greater CT concentrations, with levels from 7.5 to 31.7 g kg -1, and 70% greater stand density in 2016 than all other mixtures. Nutritive value and pregrazing forage yield was always adequate for ewes at maintenance, regardless of CT concentration or endophyte type. Therefore, high-tannin Oberhaunstädter in mixtures with endophyte-free tall fescue proves most suitable for forage production in south-central Michigan. Belowground processes were influenced more by variability between grazing seasons than by CT or endophyte type; cumulative C mineralization was greater in 2015 whereas root traits associated with superior resource acquisition (root length density, specific root length, root surface area density) were greater in 2016. This provides insight for future studies to further evaluate the effects of secondary compounds in forage crops on belowground dynamics. ACKNOWLEDGEMENTS I would like to my express my gratitude and respect to my advisor, Dr. Kimberly Cassida, for her guidance, support, and patience over the last two years. I would also like to thank my committee members, Dr. Philip Robertson and Dr. Richard Ehrhardt, for their time and expertise. Thank you to the members of the forage lab group for their help on all aspect of this research. I would especially like to thank my lab technician, Joe Paling. He has always been an advocate for my success and a source of encouragement; this project could not have been completed without him. Gratitude is also expressed to Dr. Edzard van Santen for his help with data analysis. I greatly appreciate the time and energy he dedicated towards my development as a data analyst and researcher. I feel very lucky to have been a part of the department of Plant, Soil, and Microbial Sciences and would like to thank all of the faculty and staff members for their support during my time at Michigan State University. I would also like to thank the MSU Agronomy Farm for the use of their equipment and facilities and to the MSU Sheep Teaching and Research Center for the use of the animals used in this study. A special thank you to my family for their unending love and support during this process. I also extend my thanks to all of my friends and loved ones who have continuously supported and encouraged me to pursue my dreams. iii TABLE OF CONTENTS LIST OF TABLES .......................................................................................................................vi LIST OF FIGURES .....................................................................................................................viii KEY TO ABBREVIATIONS ......................................................................................................ix CHAPTER 1 ................................................................................................................................ LITERATURE REVIEW ............................................................................................................1 BIRDSFOOT TREFOIL ..................................................................................................1 Adaptation and morphology of birdsfoot trefoil ..................................................1 Productivity and establishment of birdsfoot trefoil .............................................2 Benefits of condensed tannins in birdsfoot trefoil ...............................................5 TALL FESCUE ...............................................................................................................8 The endophyte-plant relationship ........................................................................8 Strategies for managing the tall fescue-endophyte symbiosis .............................11 Morphology and agronomic value of tall fescue .................................................13 BIRDSFOOT TREFOIL-TALL FESCUE MIXTURES .................................................14 Benefits of birdsfoot trefoil-tall fescue mixtures .................................................14 Effects of birdsfoot trefoil-tall fescue mixtures on belowground dynamics........15 LITERATURE CITED ....................................................................................................19 CHAPTER 2 ................................................................................................................................ FORAGE QUALITY, YIELD, CONDENSED TANNIN CONCENTRATION, AND PERSISTENCE OF BIRDSFOOT TREFOIL-TALL FESCUE MIXTURES UNDER GRAZING IN MICHIGAN ............................................................................................................................28 ABSTRACT .....................................................................................................................28 INTRODUCTION ...........................................................................................................29 MATERIALS AND METHODS .....................................................................................33 Site description.....................................................................................................33 Experimental design.............................................................................................33 Plot establishment ................................................................................................34 Grazing periods ....................................................................................................35 Botanical composition .........................................................................................35 Birdsfoot trefoil stand density ..............................................................................36 Condensed tannin and forage quality analyses ....................................................36 Forage yield and herbage utilization ....................................................................37 Grazing preference ...............................................................................................37 Statistics ...............................................................................................................38 RESULTS ........................................................................................................................39 Weather ................................................................................................................39 Botanical composition .........................................................................................39 Birdsfoot trefoil stand density ..............................................................................41 Condensed tannin concentration ..........................................................................41 iv Forage quality ......................................................................................................42 Forage yield and herbage utilization ....................................................................44 Grazing preference ...............................................................................................46 DISCUSSION ..................................................................................................................46 Botanical composition and persistence ................................................................47 Condensed tannin concentration ..........................................................................48 Forage quality ......................................................................................................52 Forage yield and herbage utilization ....................................................................54 Grazing preference ...............................................................................................56 CONCLUSIONS..............................................................................................................56 APPENDIX ......................................................................................................................58 LITERATURE CITED ....................................................................................................80 CHAPTER 3 ................................................................................................................................ SOIL RESPIRATION AND ROOT MORPHOLOGY OF BIRDSFOOT TREFOIL-TALL FESCUE MIXTURES .................................................................................................................87 ABSTRACT .....................................................................................................................87 INTRODUCTION ...........................................................................................................88 MATERIALS AND METHODS ....................................................................................91 Experimental design.............................................................................................91 Soil sampling and analyses ..................................................................................91 Soil respiration .....................................................................................................92 Root sampling and processing .............................................................................93 Root analyses .......................................................................................................94 Statistics ...............................................................................................................95 RESULTS ........................................................................................................................96 Morphological components .................................................................................96 Soil respiration .....................................................................................................97 Root morphology .................................................................................................97 DISCUSSION ..................................................................................................................100 Soil respiration .....................................................................................................100 Root morphology .................................................................................................102 CONCLUSIONS..............................................................................................................106 APPENDIX ......................................................................................................................108 LITERATURE CITED ....................................................................................................121 v LIST OF TABLES Table 2.1. Grazing start and end date, grazing duration, rest period, grazing animals, and stocking density (animal mass per unit land) of birdsfoot trefoil-tall fescue mixtures over eight grazing periods from 2015-2016 in Lansing, MI .........................................................................59 Table 2.2. Analysis of variance for botanical composition, forage biomass, and grazing preference of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures over eight grazing periods (GP) from 2015-2016 in Lansing, MI...................................................................................................60 Table 2.3. Proportion of weed biomass in birdsfoot trefoil (BFT)-tall fescue (TF) mixtures prior to the November 2015 grazing period (GP) and all GPs in 2016 in Lansing, MI .......................61 Table 2.4. Botanical composition of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures prior to the November 2015 grazing period (GP) and all GPs in 2016 in Lansing, MI .................................62 Table 2.5. Spring stand density of birdsfoot trefoil (BFT) in mixtures with tall fescue in April 2015, 2016, and 2017 in Lansing, MI ..........................................................................................63 Table 2.6. Analysis of variance for condensed tannin (CT) concentrations and nutritive value of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures over eight grazing periods (GP) from 2015-2016 in Lansing, MI..............................................................................................................................64 Table 2.7. Condensed tannin concentrations of birdsfoot trefoil (BFT)-tall fescue mixtures prior to each grazing period in 2015 and 2016 in Lansing, MI. ...........................................................65 Table 2.8. Condensed tannin (CT) concentrations and nutritive value averaged across all birdsfoot trefoil-tall fescue mixtures prior to each grazing period in 2015 and 2016 in Lansing, MI. ................................................................................................................................................66 Table 2.9. Crude protein (CP) and rumen undegradable protein (RUP) concentrations of birdsfoot trefoil (BFT)-tall fescue mixtures prior to each grazing period in 2015 and 2016 in Lansing, MI ..................................................................................................................................67 Table 2.10. Neutral detergent fiber (NDF) and acid detergent fiber (ADF) concentrations of the birdsfoot trefoil (BFT)-tall fescue mixtures prior to each grazing period in 2015 and 2016 in Lansing, MI ..................................................................................................................................69 Table 2.11. Neutral detergent fiber digestibility (NDFD) and lignin concentrations of birdsfoot trefoil (BFT)-tall fescue mixtures averaged over eight grazing periods from 2015-2016 in Lansing, MI ..................................................................................................................................71 Table 2.12. Relationship between forage dry weight (y) in Mg ha-1 and forage height (x) obtained from rising plater meter (RPM) readings using the linear model y=a+bx for each grazing period in 2015 and 2016 in Lansing, MI .................................................................................................72 vi Table 2.13. Pregrazing forage yield of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures prior to the June and November 2015 grazing periods (GPs) and all GPs in 2016 in Lansing, MI .........73 Table 2.14. Herbage utilization of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures prior to the June and November 2015 grazing periods (GPs) and all GPs in 2016 in Lansing, MI ...............75 Table 2.15. Sheep preference of birdsfoot trefoil (BFT) and tall fescue (TF) in mixed plots after each grazing period (GP) in 2016 in Lansing, MI .......................................................................77 Table 3.1. Condensed tannin (CT) concentrations of birdsfoot trefoil (BFT)-tall fescue mixtures averaged over two years (2015-2016) in Lansing, MI .................................................................109 Table 3.2. Analysis of variance for soil respiration and root traits of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures in 2015 and 2016 in Lansing, MI ..............................................................110 Table 3.3. Pearson correlation coefficients between morphological components and all variables for birdsfoot trefoil-tall fescue mixtures ......................................................................................111 Table 3.4. Cumulative CO2 respiration over the 32-d incubation for birdsfoot trefoil (BFT)-tall fescue mixtures averaged over two years (2015-2016) in Lansing, MI ......................................112 Table 3.5. Root length density of birdsfoot trefoil (BFT)-tall fescue mixtures in 2015 and 2016 in Lansing, MI ..................................................................................................................................113 Table 3.6. Root traits averaged across all birdsfoot trefoil-tall fescue mixtures in 2015 and 2016 in Lansing, MI..............................................................................................................................114 Table 3.7. Root traits of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures averaged over two years (2015-2016) in Lansing, MI ...............................................................................................115 Table 3.8. Specific root length and root dry weight for birdsfoot trefoil-tall fescue (TF) mixtures averaged over two years (2015 and 2016) in Lansing, MI ..........................................................116 Table 3.9. Analysis of variance for relative diameter class length across 35 diameter classes for birdsfoot trefoil (BFT)-tall fescue (TF) mixtures in 2015 and 2016 in Lansing, MI...................117 vii LIST OF FIGURES Figure 2.1. (A) Monthly minimum, maximum and average temperature (°C) in Lansing, MI from 2015-2016 with the 30-year average for comparison. (B) Total monthly precipitation (mm) in Lansing, MI from 2015-2016 with the 30-year average for comparison .....................................78 Figure 2.2. Proportion of tall fescue (TF) biomass (% of dry matter) in birdsfoot trefoil-TF mixtures prior to the November 2015 grazing period (GP) and all GPs in 2016 in Lansing, MI (least square means ± SE). Linear contrasts are based on TF endophyte type, and values indicate numeric differences between contrast groups. Endophyte-infected (E+) TF in linear contrasts included KY31, endophyte-free (E-) included KY32 and Martin II, and novel endophyte-infected included Martin II Protek. When no asterisks are present, a significant endophyte effect was not observed (P > 0.05) ......................................................................................................................79 Figure 3.1. Botanical composition (% of dry matter) of birdsfoot trefoil-tall fescue mixtures in 2015 and 2016 in Lansing, MI (least square means ± SE). Values within each species with different lowercase letters differ by the PDIFF option in the LSMEANS statement (P < 0.10) (SAS Institute, Cary, NC) (SAS Institute, Cary, NC) ..................................................................118 Figure 3.2. Cumulative C mineralization over the 32-d incubation of birdsfoot trefoil-tall fescue mixtures in 2015 and 2016 in Lansing, MI (least square means ± SE). Values with different lowercase letters differ by the PDIFF option in the LSMEANS statement (P < 0.10) (SAS Institute, Cary, NC) ......................................................................................................................119 Figure 3.3. Relative diameter class length (rDCL) distribution across 35 diameter classes as a proportion of total root length of birdsfoot trefoil-tall fescue mixtures in 2015 and 2016 in Lansing, MI (least square means ± SE). Values within each diameter class with different lowercase letters differ by the PDIFF option in the LSMEANS statement (P < 0.10) (SAS Institute, Cary, NC). .....................................................................................................................120 viii KEY TO ABBREVIATIONS ADF – Acid Detergent Fiber BFT – Birdsfoot Trefoil CP – Crude Protein CT – Condensed Tannin DM – Dry Matter GDD – Growing Degree Days GP – Grazing Period NDF – Neutral Detergent Fiber NDFD – In Vitro Neutral Detergent Fiber Digestibility NIRS – Near Infrared Reflectance Spectroscopy RLD – Root Length Density RPM – Rising Plate Meter RSAD – Root Surface Area Density RUP – Rumen Undegradable Protein RVD – Root Volume Density SRL – Specific Root Length TF – Tall Fescue WFPS – Water-Filled Pore Space ix CHAPTER 1 LITERATURE REVIEW BIRDSFOOT TREFOIL Adaptation and morphology of birdsfoot trefoil Birdsfoot trefoil (Lotus corniculatus L., BFT) is a perennial forage legume in the genus Lotus, a highly diversified group consisting of more than 180 species (Díaz et al., 2005). Native to the Mediterranean basis, BFT is considered to have the greatest agronomic importance and widest distribution of all the cultivated Lotus species (Díaz et al., 2005; Seaney and Henson, 1970). Main regions where Lotus species, predominately BFT, are grown for forage production include South America, North America, and Europe (Díaz et al., 2005). Birdsfoot trefoil was likely introduced into the United States as seed contamination from Europe and is now used mainly for pasture and hay production in north-central and northeastern regions with temperate and humid climates (Díaz et al., 2005; Seaney and Henson, 1970). Birdsfoot trefoil exhibits a high degree of genetic variation with phenotypical differences observed for size, shape, color, pubescence, and growth habit among cultivars (Duke, 1981). For growth habit, plants are grouped into two main categories: prostrate or upright. Cultivars with prostrate stems are more winter hardy and better utilized for grazing, whereas cultivars with upright stems tend to be used for hay production (Barnes et al., 2003). Cultivars with upright stems also tend to produce more palatable forage compared to cultivars with prostrate growth (McGraw et al., 1989). Birdsfoot trefoil has pentafoliate leaves with three leaflets attached to the end of the petiole and two attached at the base (Barnes et al., 2003; Undersander et al., 1993). They range in shape from round to oblanceolate and are attached on opposite sides of the stem (Seaney and 1 Henson, 1970). Plants require a minimum daylight length of 14 hours to flower and set seed (MacAdam et al., 2006), producing inflorescences with two to eight flowers ranging in color from light to dark yellow, occasionally with either orange or red stripes (Seaney and Henson, 1970; Undersander et al., 1993). Each flower produces a cluster of seed pods that resemble a bird’s ̶̶foot, ̶̶giving ̶̶rise ̶̶to ̶̶the common name (Seaney and Henson, 1970; Undersander et al., 1993). As pods mature, they turn dark brown and shatter once ripe, dispersing 15-20 seeds per pod (Seaney and Henson, 1970). Birdsfoot trefoil also has self-reseeding characteristics, therefore stands can be maintained naturally if plants are allowed to set seed (Blumenthal and McGraw, 1999; MacAdam et al., 2006) In regards to root morphology, BFT has a strong, well-developed taproot with numerous lateral branches (Barnes et al., 2003; Seaney and Henson, 1970). It has a relatively shallow rooting depth compared to other forage legumes, rooting to an average 1 m whereas alfalfa (Medicago sativa L.) can reach up to 1.5 m (MacDonald, 1946). Therefore, BFT is more persistent on shallow soils and can tolerate flooding and soil heaving better than alfalfa, but tends to be less drought-tolerant than other forage legumes (MacAdam et al., 2006; Seaney and Henson, 1970). Productivity and establishment of birdsfoot trefoil Birdsfoot trefoil is suitable for many soil types and will grow better than other forage legumes on infertile, acidic or poorly drained soils (Duke, 1981; Seaney and Henson, 1970). However when grown on fertile land, other forages such as alfalfa will often outperform BFT. Grabber et al. (2014) compared forage yield between alfalfa and 14 BFT cultivars at four locations throughout the United States, reporting total seasonal dry matter yield for alfalfa was 2 about 1.5-times greater than the highest performing BFT cultivars under all environments. Therefore, forage producers in the United States tends to grow alfalfa in preference to BFT on their fertile soils (Blumenthal and McGraw, 1999; MacAdam et al., 2006). Variability in yield also exists based on the geographic origin of BFT cultivars. In the United Kingdom, Marley et al. (2006) reported European ̶̶cultivars ̶̶(‘Oberhaunstädter’ ̶̶and ‘Lotar’) had greater yields after two harvest years than BFT cultivars from other geographic origins. Similarly, in the United States Grabber et al. (2014) reported greatest yield and plant vigor for European BFT cultivars, ̶̶specifically ̶̶‘Lotar’, ̶̶while ̶̶McGraw et al. (1989) reported BFT cultivars originating from the United States and Canada yielded more than cultivars from other geographic origins. These studies suggest that geographic origin of BFT is an important factor affecting productivity and competitiveness across different growing environments. In North America, BFT is a minor forage crop because it is challenging to grow, with slow, unreliable establishment and poor persistence (MacAdam et al., 2006). In Canada, Chapman et al. (2008) reported BFT exhibited slower establishment and was a weaker competitor compared to alfalfa or forage chicory (Cichorium intybus L.), resulting in excessive weed growth during the establishment year. This in turn reduced plant vigor and caused a high level of winter kill, which further reduced the persistence of BFT stands (Chapman et al., 2008). Similarly, Sleugh et al. (2000) reported BFT-grass mixtures had the most significant yield reduction compared to other binary legume-grass mixtures, attributing this to reduced BFT vigor over time. Variability in seeding rates is one factor that contributes to unreliable BFT establishment. Recommended seeding rates vary, ranging from 1 to 12 kg ha -1, because BFT plants have hard, relatively small seeds (Blumenthal and McGraw, 1999). Root and crown disease is another factor 3 restricting the persistence of BFT stands. Comparing BFT and alfalfa, Nelson and Smith (1968) reported that the dry weight increase for BFT throughout the growing season was mainly from top growth production whereas alfalfa also increased in root and crown weight. In their experiment, lack of root growth in BFT plants was caused by root and crown rotting diseases, resulting in reduced persistence and productivity of BFT stands (Nelson and Smith, 1968). Fusarium wilt disease is particularly problematic, especially in warm and humid climates (MacAdam et al., 2006). One way to overcome this is to plant BFT cultivars resistant to the root disease. In a greenhouse trial, Zeiders and Hill (1988) were able to significantly improve resistance to Fusarium wilt and crown rot in two BFT populations using recurrent phenotypic selection. More recently, Miller-Garvin et al. (2011) improved resistance of BFT populations by 35% in the greenhouse, which were then tested under field conditions and again expressed greater yield and longer persistence than other cultivars (Miller-Garvin et al., 2011). Low midseason carbohydrate reserves are the final major factor contributing to poor persistence of BFT plants. Compared to forage legumes such as alfalfa that undergo a cyclical trend in carbohydrates reserves, BFT plants store small amounts of reserves in their roots during the summer (Barnes et al., 2003; Undersander et al., 1993). Therefore, grazing management is critical when using BFT as a forage crop in pastures. Alison and Hoveland (1989) reported greater midseason carbohydrate levels when forage stubble was left at a 10 cm height compared to 3 cm. This is because BFT regrows from the axillary buds positioned high on the stem (Nelson and Smith, 1968). Therefore, BFT is better adapted to situation in which defoliation is frequent but not low, such as grazed pastures, to maintain a higher amount of residual leaf area and active axillary buds needed for successful regrowth (Blumenthal and McGraw, 1999; Nelson and Smith, 1968). 4 Benefits of condensed tannins in birdsfoot trefoil Birdsfoot trefoil is a high quality forage capable of supporting livestock performance superior to alfalfa and other forage legumes in part due to the presence of condensed tannins (CTs) (Grabber et al., 2014; Waghorn, 2008). Condensed tannins, also known as proanthocyanidins, are naturally occurring plant secondary compounds that bind to proteins (Mueller-Harvey, 2006; Waghorn, 2008). The binding potential of CTs impact digestion, the nutritive value of forages, and anthelmintic properties in ruminant livestock, which improves animal performance and overall productivity of livestock operations (Waghorn, 2008). Condensed tannins can be found in numerous forage legumes. In temperate legumes, they are often restricted to seed coats or flowers, however CTs need to be expressed in the herbage for maximal benefits; BFT, big trefoil (Lotus pedunculatus Cav.), sainfoin (Onobrychis viciifolia Scop.) and sulla (Hedysarum coronarium L.) all express tannins in their herbage (Waghorn, 2008). In BFT, CT concentrations vary by multiple factors. Accessions with different geographic origins have been shown to express concentrations ranging from 0 to 132 g kg-1 DM for 97 diverse accession, as reported by Roberts et al. (1993). Herbage CT content tends to be the lowest in cultivars originating from North America and Asia Minor, intermediate in European cultivars, and highest for cultivars originating from the Mediterranean region (Steiner et al., 2001). Condensed tannin concentrations also vary throughout the growing season. Levels tends to increase with plant maturity (Cassida et al., 2000) and early-maturing cultivars have been shown to produce greater concentrations than later-maturing cultivars (Grabber et al., 2014). Others have reported that concentrations are greater in the spring and early summer than the fall (Gebrehiwot et al., 2002; Roberts et al., 1993) and that concentrations fluctuate depending on the growing environment (Grabber et al., 2014). Additionally, CT concentrations vary throughout 5 the plant, with flowers and leaves expressing greater concentrations than stems (Gebrehiwot et al., 2002; Marshall et al., 2008). Historically, CTs have ̶̶been ̶̶recognized ̶̶as ̶̶an ̶̶“anti-nutritional” ̶̶factor ̶̶in ̶̶livestock ̶̶ production (McMahon et al., 2000). This is because if present in high concentrations, > 55 g kg-1 DM, tannins can depress feed intake, inhibit rumen fiber digestion, and reduce overall ruminant livestock performance (Aerts et al., 1999; Min et al., 2003). Others report concentrations exceeding 40 to 50 g kg-1 DM can cause problems (McMahon et al., 2000). However, concentration rarely reach these levels in BFT and at low- to moderate-CT concentrations, the CTs in BFT provide a multitude of nutritional, health, and environmental benefits. These benefits stem from a pH-dependent reaction between the CTs in BFT and plant proteins (McMahon et al., 2000). Jones and Mangan (1977) were the first to report the tannin-plant protein complex is stable and insoluble at pH between 3.5 and 7.0, but dissociates and solubilizes at a pH < 3.5 or pH > 8.5. This allows CTs to bind to proteins in the rumen and reduce microbial proteolysis, increasing flow of plant proteins to the lower pH of the abomasum for greater amino acid absorption in the small intestine (Waghorn et al., 1987; Wang et al., 1996). Waghorn et al. (1987) reported apparent absorption of essential amino acids in the small intestine was 62% greater in sheep consuming BFT with 22 g CT kg-1 DM than sheep receiving intraruminal polyethylene glycol (PEG) infusion, which prevents CTs from binding proteins. Therefore, improved ruminant performance associated with BFT can be attributed to higher efficiency of feed utilization due to improved amino acid absorption (Waghorn, 2008; Waghorn et al., 1987). Additionally, the CTs in BFT are known to prevent bloat in ruminants (Díaz et al., 2005; McMahon et al., 2000). 6 While the optimal concentration for maximal benefits is still unknown (McMahon et al., 2000), several authors have suggested that CT concentrations < 50 g kg-1 DM prove valuable (Aerts et al., 1999; Min et al., 2003; Mueller-Harvey, 2006). Others have reported concentrations as low as 5 g kg-1 DM can impart health and production benefits (Broderick et al., 2017; Li et al., 1996). Aside from the nutritional and health benefits associated with BFT, CTs also have the potential to reduce the environmental impact associated with ruminant livestock production. Globally, ruminants are responsible for 28% of the total anthropomorphic methane (CH4) emissions, producing approximately 80 million tonnes of CH4 annually (Beauchemin et al., 2008). The protein-binding capability of CTs have been shown to reduce CH4 and ammonia (NH3) production in the rumen and NH3 excretion in urine (Misselbrook et al., 2005; Waghorn, 2008). Woodward et al. (2004) found the CTs in BFT lowered CH4 in dairy cattle by 13% while Noviandi et al. (2014) reported increasing BFT proportions in mixtures with tall fescue had beneficial effects on ruminal fermentation by producing more propionate and less CH4 and NH3N. In addition, Williams et al. (2010) found that BFT reduced in vitro concentration and flow of NH3-N compared to alfalfa, suggesting the CTs in BFT can increase N utilization and reduce excretions of nitrogenous waste. Due to the benefits listed above, livestock often exhibit significant production improvements when fed BFT-containing diets. In a two-year grazing study, MacAdam et al (2011) reported cattle average daily gain (ADG) on non-tannin cicer milkvetch (Astragalus cicer L.), low-tannin BFT, and medium-tannin BFT were 1.18, 1.30, and 1.52 kg d -1, respectively. Additionally, they reported that during periods of very high productivity, cattle grazing BFT gained up to 2.3 kg d-1, which is approaching feedlot rates of gain (MacAdam et al., 2011). 7 Yields of milk and true protein were also highest for dairy cows when fed BFT silage with the highest CT (16 g kg-1 DM) compared to the lowest (8 g kg-1 DM) CT concentrations or alfalfa (Hymes-Fecht et al., 2013). Similarly, greater microbial protein yield and N utilization has been observed when dairy cows were fed a total mixed ration with BFT hay compared to alfalfa (Christensen et al., 2015). Most recently, Broderick et al. (2017) reported that BFT silage with low levels of CTs (5 g kg-1 DM) resulted in greater milk production and protein efficiency in dairy cows compared to alfalfa silage or BFT diets with higher CT concentrations. Utilization of BFT may also increase liveweight gain and wool production in sheep (Ramírez-Restrepo et al., 2004). Doran-Browne et al. (2015) modelled the use of BFT in Australian lamb operations, reporting that over a 10-year period, farms grazing BFT were able to generate up to $50 ha-1 in profit due to increased liveweight gain and fecundity. However, they also noted that profitability would depend strongly on pasture establishment and persistence of BFT stands. TALL FESCUE The endophyte-plant relationship Tall fescue [Schedonorus arundinaceus (Schreb.) Dumort.] is a perennial, cool-season grass native to temperate and cool climates throughout Europe, North Africa, and West and Central Asia (Gibson and Newman, 2001). It is an aggressive, competitive bunchgrass that forms densely tillered clumps in forage stands (Barnes et al., 2003; Beuselinck et al., 1992). It is also capable of producing short rhizomes, improving its ability to persist and spread laterally (Barnes et al., 2003; Porter, 1958). Tall fescue was introduced in the United States in the late 1800s but did not gain popularity until the 1940s with the discovery ̶̶of ̶̶‘Kentucky ̶̶31’ ̶̶(KY31) (Ball et al., 1993). In 8 1931, seed from a vigorous tall fescue ecotype was discovered on a farm in Menifee County, Kentucky; this ecotype was released in 1943 as the original KY31 cultivar (Ball et al., 1993). The new cultivar quickly gained popularity by farmers in the late 1940s and 1950s due to ease of establishment, a wide range of adaptation, pest resistance, and a longer grazing season than other grass cultivars (Stuedemann and Hoveland, 1988). For these reasons, KY31 became the predominant cool-season forage grass in the United States, occupying an estimated 19 million ha of pasture (Bouton, 2007). The majority of the tall fescue grown in the United States, including KY31, is infected with the endophytic fungus, Neotyphodium coenophialum [(Morgan-Jones and Gams) Glenn, Bacon, and Hanlin] (Bouton, 2007). In the 1960s, people began to notice animal health and performance problems associated with the increased use of tall fescue in pastures (Ball et al., 1993). In the mid-1970s, Bacon et al. (1977) found that pastures in the United States with severe animal disorders were 100% infected with a fungal endophyte, reporting that the toxicity of tall fescue was due to infection by Epichloe typhina; the fungal endophyte has since been reclassified as N. coenophialum. While endophyte-infected (E+) tall fescue is famed for its superior agronomic performance, N. coenophialum produces ergot alkaloids that harm animal health and performance (Bacon et al., 1986; Stuedemann and Hoveland, 1988). Ergovaline, the main ergot alkaloid produced by the endophyte, is responsible for causing fescue toxicity in livestock (Bacon et al., 1986). Referred ̶̶to ̶̶as ̶̶“fescue ̶̶toxicosis” or ̶̶“summer ̶̶slump”, symptoms include reduced weight gain and milk production, reproductive difficulties, gangrene on the extremities, elevated temperatures, rough hair coat, reduced feed intake, and increased respiration rates (Bacon et al., 1986; Bouton, 2007; Stuedemann and Hoveland, 1988). Fescue toxicosis has had a 9 significant economic impact, resulting in annual losses estimated to be over $600 million (Bouton, 2007; Fribourg and Waller, 2005). This issue is particularly problematic in the southern and western portions of the tall fescue adaptation zone (Malinowski and Belesky, 2006). The symbiosis between N. coenophialum and tall fescue is considered mutualistic; mutualism involves an exchange of benefits between partners in which the benefits must outweigh the costs for the host and the symbiont (Schardl et al., 2004). For the tall fescueendophyte symbiosis, N. coenophialum gains nutrition, shelter, and a means of propagation while tall fescue gains enhanced ecological fitness for growth and persistence (Belesky and West, 2009; Schardl et al., 2004). The lifecycle of N. coenophialum follows the growth and reproduction of tall fescue (Ball et al., 1993). When a tall fescue seed germinates, the mycelium of the endophyte grows and moves through the intercellular space between the plant cells, colonizing the lateral buds then the inflorescences (Ball et al., 1993; Schardl et al., 2004). Within the plant, concentration of the endophyte varies, with the highest concentrations expressed in the leaf sheaths and seeds, moderate concentrations in crown and stems, and low concentrations in leaf blades and roots (Siegel et al., 1984). The fungus reproduces asexually and is transmitted solely by seed (Ball et al., 1993; Schardl et al., 2004). Transmission is very effective, therefore nearly all seedlings that germinate contain the fungus (Ball et al., 1993; Schardl et al., 2004). In stored seeds, the fungus can remain viable for up to one year, after which the fungus dies and seed becomes endophyte free (E-) (Ball et al., 1993). Research has reported few differences in productivity between E+ and E- tall fescue in more northern latitudes (Brink and Casler, 2012), therefore it is not recommended to plant E+ tall fescue in Michigan (Cassida et al., 2016). However, endophyte infection is needed to ensure 10 productivity in regions that face more extreme environmental stresses (Belesky and West, 2009; Bouton et al., 1993). In a greenhouse study, Arachevaleta et al. (1989) reported E+ plants subjected to drought stress had 50% greater herbage mass and more rapid regrowth after harvest compared to E- plants. Similarly, Nagabhyru et al. (2013) reported E+ plants recovered better than E- plants after exposure to drought stress and accumulated more metabolites early in the stress exposure. These findings illustrate the necessity of the endophyte to ensure plant persistence in harsh environments, such as under severe drought. Strategies for managing the tall fescue-endophyte symbiosis A variety of strategies are used by producers to overcome the livestock problems associated with E+ tall fescue. One approach is to avoid grazing during periods when alkaloid levels are greatest. Ergovaline concentrations tend to peak in the spring due to the formation of ergovaline-rich seed heads, followed by a decline in the summer then increasing again in the fall (Rottinghaus et al., 1991). However, Rogers et al. (2011) reported that when tall fescue was kept in a vegetative stage throughout the growing season, low ergovaline concentrations were sustained throughout the early spring and summer. The toxic effect of ergot alkaloids can also be reduced by planting tall fescue in mixtures with other grasses or legumes. Hoveland et al. (1981) reported ADG in Northern Alabama were greater on ladino white clover (Trifolium repens L.)tall fescue and BTF-tall fescue mixtures than on pure stands of E+ tall fescue during spring grazing. Another strategy is to replace toxic E+ tall fescue with cultivars that contain non-ergot alkaloid producing endophytes, which are non-toxic to livestock. Referred to as novel endophytes, these endophyte strains are capable of maintaining stress tolerance and improved 11 plant persistence traditionally associated with E+ tall fescue while minimizing detrimental impacts on livestock productivity (Malinowski and Belesky, 2006). Bouton et al. (2002) evaluated five non-toxic N. coenophialum strains and found that the best cultivar-strain combination, Jesup (AR542), had greater yield and stand survival than the E- cultivars; this combination was later released as Jesup-MaxQ. A number of other novel endophyte-infected cultivars have since been released with different cultivar-strain combinations. Both livestock and agronomic advantages and disadvantages have been reported with the use of novel endophyte-infected tall fescue. Bouton et al. (2002) reported ADG of lambs consuming novel endophyte-infected tall fescue was 57% greater than gains on E+ tall fescue, while Hopkins et al. (2010) reported lambs grazing tall fescue infected with four different novel endophyte strains gained on average more than twice that of lambs grazing KY31. Parish et al. (2003) reported cattle grazing E- and novel endophyte-infected tall fescue exhibited superior growth, greater dry matter intake, and lower rectal temperatures (a symptom of fescue toxicosis) than cattle grazing E+ tall fescue. Johnson et al. (2012) similarly reported steers grazing E- and two novel endophyte-infected cultivars had lower rectal temperatures and 20% greater daily gains compared to steers grazing KY31. However, novel endophyte-infected cultivars may not be as suitable to stressful environments or marginal fertility compared to E+ cultivars (Malinowski and Belesky, 2006). In Kentucky, lower carrying capacity has been reported for novel endophyte-infected pastures compared to KY31 pastures (Johnson et al., 2012). Additionally in Georgia, only one of three novel endophyte-infected cultivar-strain combinations reached a yield comparable to the E+ version (Bouton et al., 2002). Therefore, careful grazing management and selection of the best 12 novel endophyte strain-cultivar combination is needed to ensure novel endophyte-infected tall fescue persists throughout the growing season in the southern regions of the United States. Morphology and agronomic value of tall fescue Tall fescue has many desirable agronomic characteristics, including the ability to adapt to a variety of environments (Burns and Chamblee, 1979). It can tolerate acidic soil, drought, heat stress, periodic flooding, insects, and grazing better than many other cool-season grasses (Barnes et al., 2003; Belesky and West, 2009; Burns and Chamblee, 1979). However, a common criticism of tall fescue is its lack of palatability. Leaves have a rough margin with a prominent midrib, making it tougher than other forage grasses (Barnes et al., 2003). Leep et al. (2002) reported tall fescue mixtures in Michigan tended to be less palatable than other cool-season grasses. Their study used E- cultivars, suggesting the lower grazing preference observed with tall fescue was due to the grass species rather than an endophyte effect (Leep et al., 2002). While tall fescue is often viewed as a low-quality forage due to poor palatability and issues associated with the toxic fungal endophyte, it in fact has a relatively high nutritive value (Lacefield et al., 2003). Similar to other cool-season grasses, most of the growth of tall fescue occurs in the spring followed by a period of semi-dormancy during the summer months and increased production during fall and early winter (Burns and Chamblee, 1979). However, it is able to produce more dry matter in the late summer and fall than other forages because of its wide temperature adaptation (Wolf et al., 1979). Due to superior yield and nutritive value, tall fescue can support livestock performance similar to other cool-season grasses if managed to prevent fescue toxicosis. Schaefer et al. (2014) reported pastures containing E- tall fescue had greater forage availability than meadow fescue 13 [Schedonorus pratensis (Huds.) P. Beauv] with slightly lower steer ADG. However, tall fescue pastures had greater productivity, therefore gain per ha were equal for the two grasses (Schaefer et al., 2014). Additionally, Burns and Fisher (2010) reported that while steers consumed more orchardgrass (Dactylis glomerata L.) than novel endophyte-infected tall fescue, forage digestibility was greater for tall fescue, therefore animal daily responses were expected to be similar for the two grasses. BIRDSFOOT TREFOIL-TALL FESCUE MIXTURES Benefits of birdsfoot trefoil-tall fescue mixtures Grass-legume mixtures are commonly used in pastures to enhance forage production and forage quality. In such mixtures, grasses with fibrous root systems provide soil organic matter, protect against soil erosion, and are more resistant to grazing damage than legumes, while legumes improve neutral detergent fiber (NDF), crude protein (CP), and the seasonal distribution of forage yield (MacAdam et al., 2006; Sleugh et al., 2000). For example, forage legumes interseeded into grass pastures have been shown to increase dry matter yield and CP by 94% and 111%, respectively, compared to cool-season grass monocultures (Taylor and Allinson, 1983). The compatibility of BFT and tall fescue has received increased attention due to the superior agronomic value and improved livestock performance unique to both forage species. Birdsfoot trefoil is rarely used as a monoculture due to high plant mortality associated with root and crown disease, but rather is best when planted with a perennial companion grass, such as tall fescue, that can utilize the nitrogen (N) fixed by BFT and fill the stand where weeds might otherwise grow (MacAdam et al., 2006; Undersander et al., 1993). Tall fescue is considered by some to be the most compatible forage grasses to be planted with BFT in the United States 14 (Beuselinck et al., 1992; Blumenthal and McGraw, 1999). When seeded together, yield and quality has been shown to be greater than pure tall fescue receiving low levels of N (Beuselinck et al., 1992). Similarly, Taylor and Allinson (1983) reported BFT-tall fescue mixtures produce greater yield and CP than other grass-legume mixtures. Birdsfoot trefoil-tall fescue mixtures have also been shown to improve ruminal fermentation and nutrient utilization more so than other binary legume-grass mixtures (Noviandi et al., 2014). In addition, forage mixtures containing CTs may neutralize the toxicity of E+ tall fescue. Lyman et al. (2012) reported a substantial increase in grazing on both high-alkaloid tall fescue and high-alkaloid reed canarygrass (Phalaris arundinacea L.) when cattle first grazed either high-tannin BFT or high-saponin alfalfa. Similarly, lambs supplemented with BFT prior to feeding tall fescue subsequently consumed more high-alkaloid tall fescue than un-supplemented lambs or lambs supplemented with alfalfa (Owens et al., 2012). In additions, lambs infused with a commercial tannin mixture have been shown to graze more high-alkaloid tall fescue than lambs that were not infused (Lisonbee et al., 2009). These findings suggest that secondary compounds can influence animal foraging behavior and that CTs may bind to the alkaloids in E+ tall fescue, helping to neutralize the alkaloid toxicity. Effect of birdsfoot trefoil-tall fescue mixtures on belowground dynamics There has been increased interest in understanding how grazing and pasture management influences soil carbon (C) and fine root dynamics (Franzluebbers and Stuedemann, 2015; Greenwood and Hutchinson, 1998; Pucheta et al., 2004). However, less is known about how aboveground secondary compounds in forage crops can influence belowground processes in pasture soils. 15 There is evidence the endophyte infection in tall fescue may over time influence soil microbial activity. Soil CO2 respiration, or C mineralization, is an important biological indicator of soil quality for sustaining productive plant growth (Karlen et al., 1997). Increases in soil organic C and N concentrations along with a reduction in C mineralization have been reported in tall fescue pastures with high endophyte infection compared to pastures with low endophyte infection (Franzluebbers et al., 1999; Franzluebbers and Stuedemann, 2005). Short- and longterm exposure of E+ leaves decomposing in the soil have also been shown to reduce the rate of C mineralization compared to E- leaves (Franzluebbers and Hill, 2005). These studies suggest that E+ tall fescue may suppress soil microbial activity, leading to a greater accumulation of soil organic C and N. However, some studies have reported higher rates of CO2 respiration associated with E+ compared to E- tall fescue (Van Hecke et al., 2005). Others have also reported that the aboveground endophytes in tall fescue can alter root exudate composition which in turn may influence soil processes either directly by altering the inputs to C and N pools or indirectly by altering the structure of soil microbial communities (Guo et al., 2015). Therefore, it is not clear exactly how endophyte type influences soil microbial activity, particularly in pasture soils. Polyphenols may also play a role in nutrient cycling through their interaction with mineralization processes (Hättenschwiler and Vitousek, 2000). Tannin structures are chemically very diverse but can be divided into two main classes, condensed and hydrolysable, both of which are able to bind proteins (Mueller-Harvey, 2006). They have received special attention in forest ecosystems, as reviewed by Kraus et al. (2003), for their ability to influence belowground dynamics including litter decomposition, nutrient cycling, N mineralization, and microbial activity. However, because tannins are complex polyphenols that are chemically heterogeneous, the consensus as to how tannins interact with belowground processes to effect soil respiration 16 varies in the literature (Fierer et al., 2001; Kraus et al., 2003; Kraus et al., 2004). Some report that tannins may reduce microbial activity, as reviewed by Scalbert (1991), by inhibiting extracellular microbial enzymes, depriving substrate needed for microbial growth, or through a direct action on microbial metabolism. In contrast, others have reported that tannin additions in forest soils can increase C respiration and decrease N mineralization by acting as a microbial C source (Kraus et al., 2004). Fierer et al. (2001) similarly reported that additions of low molecular weight tannins in forest soils can increase respiration by acting as a source of C for microbial growth while additions of higher molecular weight tannins can prove toxic by binding substrates needed for microbial growth. Madritch et al. (2007) argues that the inhibitorty action of tannins is only evident when there is a high demand for N in forest soils, such as when large amounts of leaf letter are present. Despite evidence that tannins interact with belowground processes in forest soils, little to no research has been conducted looking at the effect of the CTs in BFT on soil microbial activity. Greater root production has been reported for E+ compared to E- tall fescue (Franzluebbers, 2006). However, this is not consistent across all studies (Van Hecke et al., 2005). In addition, differences in root biomass have been reported between novel endophyteinfected strain-cultivar combinations (Guo et al., 2015). Unfortunately, solely measuring root mass does not allow for an accurate interpretation of root function. Fine roots represent up to 95% of the total root system length in many agriculture crops and forest species and are historically defined as < 2 mm in diameter, however most are actually much smaller (Böhm, 1979; Zobel, 2008). Fine roots are particularly important because they serve as the major pathway for water and nutrient absorption (Eissenstat, 1992). Unfortunately, the small size of fine roots makes them challenging to study and characterization of root systems is time- 17 consuming, labor intensive, and often prone to inaccuracy (Costa et al., 2000; Wang and Zhang, 2009; Zobel et al., 2007). Therefore, more research is needed on fine roots to better understand how root dynamics differ among forage crops and to determine whether secondary compounds can influence root morphology. 18 LITERATURE CITED 19 LITERATURE CITED Aerts, R.J., T.N. Barry, and W.C. McNabb. 1999. Polyphenols and agriculture: Beneficial effects of proanthocyanidins in forages. Agric. Ecosyst. Environ. 75: 1–12. 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Plant Soil 297: 243–254. 27 CHAPTER 2 FORAGE QUALITY, YIELD, CONDENSED TANNIN CONCENTRATION, AND PERSISTENCE OF BIRDSFOOT TREFOIL-TALL FESCUE MIXTURES UNDER GRAZING IN MICHIGAN ABSTRACT Birdsfoot trefoil (Lotus corniculatus L., BFT), a perennial forage legume containing proteinbinding condensed tannins (CTs) that enhance ruminant livestock production, has the capacity to yield productive pastures when grown with a perennial companion grass. The objective of this study was to identify nutritious and productive BFT-tall fescue [Schedonorus arundinaceus (Schreb.) Dumort] mixtures with moderate- to high-CT concentration that would be suitable for forage production in south-central Michigan. Eight BFT cultivars with a range of CT concentrations were established during 2014 in Lansing, MI, and four tall fescue cultivars varying in endophyte infection status were overseeded into stands in 2015. Mixtures were grazed by sheep, with frequency of grazing determined by forage growth rate, for a total of eight highintensity, short-duration grazing periods from 2015-2016. The proportion of BFT in mixtures declined from > 95% in 2015 to < 10% in 2016 due to reduced vigor of BFT. Spring stand density of BFT plants declined over years, however high-tannin Oberhaunstädter expressed 70% greater density in 2016 than all other cultivars (P < 0.01), suggesting improved persistence after one grazing season. Variance in crude protein (CP), neutral detergent fiber (NDF), acid detergent fiber (ADF), neutral detergent fiber digestibility (NDFD), lignin, and CT concentration was influenced by botanical changes over the grazing seasons as well as differences among BFT cultivars. Condensed tannin concentrations for mixtures with high-tannin BFT ranged from 7.5 to 31.7 g kg-1 DM, while CT concentrations ranged from 3.2 to 21.6 g kg-1 DM for all other BFT mixtures. In order for BFT-tall fescue mixtures to provide production and health benefits for 28 ruminant livestock through the entire grazing season, at least 20% high-tannin BFT should be present in grass mixtures. Alternatively, at least 40% medium- to low-tannin BFT in grass mixtures will provide benefits during spring and summer grazing periods. Pregrazing forage yield exceeded 2.7 Mg ha-1 for all grazing periods and nutritive value was always adequate for ewes at maintenance, regardless of CT concentration or endophyte type. Therefore, high-tannin Oberhaunstädter in mixtures with endophyte-free tall fescue will yield the most productive, persistent, and nutritious forage mixture suitable for grazing in south-central Michigan while minimizing tall fescue seed cost and maximizing the CT-induced benefits for ruminant livestock health and performance. INTRODUCTION High costs for grain and nitrogen (N) fertilizer, along with an interest in reducing the environmental impact of livestock production, has led to a renewed interest in using N-fixing forage legumes in grass-legume pasture mixtures as an alternate feed source for ruminant livestock. While not considered a major forage legume in the United States, birdsfoot trefoil (Lotus corniculatus L., BFT) produces high quality forage with livestock performance that is often superior to alfalfa (Medicago sativa L.) and other forages (Grabber et al., 2014). This is primarily related to the presence of condensed tannins (CTs) in the aboveground plant parts (Grabber et al., 2014; Waghorn, 2008). Condensed tannins are secondary plant compounds that bind to proteins, providing a multitude of unique benefits for ruminant nutrition, health, and environmental sustainability (Mueller-Harvey, 2006; Waghorn, 2008). These phenolic compounds improve ruminant performance due to a pH-dependent tannin-plant protein complex, reducing rumen proteolysis 29 and increasing protein flow to the lower digestive tract, which improves amino acid absorption in the small intestine for more efficient feed utilization (Waghorn et al., 1987; Wang et al., 1996). Studies show grazing BFT increases lamb growth and wool production (Ramírez-Restrepo et al., 2004) and average daily gains on BFT can approach feedlot rates of gain (MacAdam et al., 2011). Additional benefits stemming from the CTs in BFT include the prevention of pasture bloat (McMahon et al., 2000), a reduction in internal parasitic infection in sheep (Marley et al., 2003), and a reduction in greenhouse gas emissions through lower enteric methane emissions (Woodward et al., 2004) and reduced urinary N excretion in cattle (Misselbrook et al., 2005). Despite the performance, health, and environmental benefits, BFT production in the United States is limited because it proves challenging to grow with slow, unreliable establishment, poor persistence and lower yield compared to alfalfa when grown on fertile soils (Blumenthal and McGraw, 1999; MacAdam et al., 2006). While models show lamb operations grazing BFT can gain up to $50 ha-1 in profit from increased liveweight gain and fecundity, profitability is highly dependent on establishment and persistence of BFT stands (Doran-Browne et al., 2015). To overcome these undesirable characteristics, BFT can be grown in mixtures with perennial grasses. Birdsfoot trefoil is more productive when seeded with a companion grass because high plant mortality associated with root and crown disease creates bare spots in the stands conducive to invasion by weeds if no grass is present (MacAdam et al., 2006; Undersander et al., 1993) . These types of pasture mixes could provide a solution to BFT production challenges if the right combination of species and specific cultivars are identified. One option is to use tall fescue [Schedonorus arundinaceus (Schreb.) Dumort.] as a companion grass in BFT-grass mixtures. Tall fescue is a highly productive, widely adapted cool- 30 season forage grass, occupying an estimated 19 million ha of pasture in the United States (Bouton, 2007). The majority of tall fescue pastures support ‘Kentucky ̶̶31’ ̶̶(KY31) ̶̶infected ̶̶with ̶̶ the endophyte Neotyphodium coenophialum [(Morgan- Jones and Gams) Glen Bacon and Hanlin]. The fungus grows symbiotically with the grass to enhance yield, persistence, and reproduction; this is particularly important in the southeastern United States to ensure the grass remains productive in hot and dry climates (Belesky and West, 2009; Bouton et al., 1993). Tall fescue has not traditionally been a major forage in Michigan due to its relatively poor winter hardiness compared to other grasses, despite the fact that it is a high yielding grass in forage variety testing (Cassida et al., 2016). However, as the climate warms, tall fescue has a high potential to attract interest from Michigan producers. The major disadvantage associated with tall fescue is that the toxic wild-type fungal endophyte produces ergot alkaloids to the detriment of livestock health and performance. Ergovaline, the main ergot alkaloid produced by the endophyte, is responsible for reduced livestock performance, including lower liveweight gain and reduced reproductive efficiency, commonly ̶̶referred ̶̶to ̶̶as ̶̶“fescue ̶̶toxicosis” ̶̶or ̶̶“summer ̶̶slump” ̶̶(Bacon et al., 1986; Stuedemann and Hoveland, 1988). Annual losses from fescue toxicosis in the United States are estimated to be over $600 million (Bouton, 2007; Fribourg and Waller, 2005). While there have been introductions of endophyte-free (E-) and low-alkaloid novel endophyte-infected tall fescue cultivars, E+ tall fescue remains the predominant type grown throughout the United States because of its superior productivity under diverse environmental conditions. Evidence suggests that combining tall fescue with BFT can neutralize the toxicity of E+ tall fescue. Lambs receiving intraruminal infusions of CTs consumed more E+ tall fescue relative to lambs that were not infused (Lisonbee et al., 2009). Similarly, lambs supplemented with BFT 31 consumed more E+ tall fescue than un-supplemented lambs or lambs supplemented with alfalfa (Owens et al., 2012). Birdsfoot trefoil has also been shown to change it chemical composition when grown in mixtures with tall fescue, expressing greater CT concentrations in mixtures with tall fescue than when grown as a BFT monoculture (Wen et al., 2003). These findings offer the opportunity for combining forages with complementary secondary compounds to produce a high yielding, nutritious forage mixtures with superior animal performance. Therefore, I hypothesize that productive and persistent moderate- to high-tannin BFT grown in mixtures with E+ tall fescue will increase ruminant productivity directly, because legumes have a lower fiber content that is more rapidly digestible than grasses, and indirectly, through binding the alkaloids produced by E+ tall fescue. The aim of this study was to identify nutritious and productive BFT-tall fescue mixtures with moderate- to high-CT concentration that would be suitable for forage production in southcentral Michigan. Thirty-two BFT-tall fescue mixtures with varying CT concentrations and endophyte types were evaluated under grazing by sheep over two grazing seasons in Lansing, Michigan. The objectives were to evaluate (i) botanical changes over the grazing season and (ii) BFT spring stand density to determine the most persistence mixtures under grazing. We also measured (iii) CT concentration and (iv) forage quality in spring and after grazing regrowth to identify nutritious BFT-tall fescue mixtures with optimal CT concentrations. Additionally, (v) pregrazing forage yield, (vi) herbage utilization and (vii) grazing preference were evaluated to determine the most suitable mixture for grazing in south-central Michigan. 32 MATERIALS AND METHODS Site description The experiment was conducted at the Michigan State University (MSU) Agronomy Farm (Lansing, ̶̶MI; ̶̶42°42’N, ̶̶84°28’W, ̶̶elevation ̶̶262 ̶̶m). ̶̶Plots were on a Capac loam (fine-loamy, mixed, active, mesic aquic Glossudalfs) that was previously in alfalfa. Initial soil fertility values in 2014 were: soil pH: 7.1, P: 22 ppm, K: 99 ppm, Mg: 204 ppm, and Ca: 1163 ppm. Monthly weather data were obtained from a weather station located within 1 km of the site (Michigan State University EnviroWeather, 2017) and growing degree days (GDD) were calculated from the same weather site starting March 1st using 5°C base temperature (MAWN, 2017). 30-year averages were gathered by the National Oceanic and Atmospheric Administration at a site in Lansing, MI (NOAA, 2017). Experimental design Treatments were arranged in a randomized complete block split-plot design with two replications. The main plot consisted of four tall fescue cultivars that varied in endophyte type while the sub-plot included eight BFT cultivars with varying genetic expression of CTs for a total of 32 BFT-tall fescue treatment combinations. The study included the following tall fescue cultivars: E+ ̶̶‘Kentucky ̶̶31’ (KY31) infected with the wild-type toxic endophyte, E- ‘Kentucky ̶̶ 32’ ̶̶(KY32), ̶̶novel ̶̶endophyte-infected ̶̶‘Martin ̶̶II ̶̶Protek’ ̶̶infected ̶̶with ̶̶a ̶̶non-toxic endophyte (Olson et al., 2012), and E- ‘Martin ̶̶II’. ̶̶These ̶̶cultivars ̶̶were ̶̶chosen ̶̶based ̶̶on ̶̶presumed ̶̶alkaloid ̶̶ among endophyte types, ranging from high-alkaloid for E+ tall fescue, low-alkaloid for novel endophyte-infected tall fescue, and no alkaloids for E- tall fescue. The BFT cultivars were selected for a range of CT concentrations and represent all commercially available cultivars 33 available in the United States as of early 2014: ‘Oberhaunstädter’ from Germany; ‘Bull’, ‘Bruce’, and ‘AC Langille’ from Canada; ‘Pardee’, a generic BFT seed (‘Common’), and two sources of ‘Norcen’ from the United States (Grabber et al., 2015; Grant, 2004; Papadopoulos et al., 2008). Plot establishment 2014 served as the experimental establishment year for this study. The plot area was prepared with conventional tillage using a moldboard plow (20-cm depth), followed by disking and cultipacking. Immediately before planting, BFT seed was inoculated with Rhizobium loti. On 11 July 2014, a plot planter with a cone seeder (Carter Manufacturing, Brookston, IN) was used to seed BFT at a rate of 6.7 kg ha-1 into the prepared seedbed. Plot dimensions were 2.3 x 4.0 m. Grass weeds were controlled by sethoxydim herbicide (0.21 kg a.i. ha-1; Poast Plus, BASF, Research Triangle Park, NC) mixed with a crop oil concentrate (2.33 L ha -1) in August 2014 and broadleaf weeds were controlled by hand weeding within the plot area. In October 2014, plots were fertilized with 47 kg ha-1 of P2O5 and 141 kg ha-1 of K2O. On 24 March 2015, BFT stands were overseeded with tall fescue at 12.3 kg ha -1. Dry conditions and minimal freeze-thaw cycles after frost seeding resulted in poor tall fescue establishment. Therefore, tall fescue was reseeded on 18 August 2015 using a no-till drill (Great Plains Ag, Salina, KS) oriented perpendicular to BFT rows at a seeding rate of 12.3 kg ha -1. In 2015 and 2016, invasion by Canada thistle (Cirsium arvense L.) was managed by spot spraying with glyphosate (N-phosphonomethyl glycine, 2.5 kg a.e. ha-1) as needed using a modified hood to keep the herbicide on the target plant and minimize overspray onto surrounding herbage. 34 Grazing periods Grazing animals used in this study included Suffolk (mean body weight=100 kg) and Dorset-Polypay crossbred ewes (mean body weight=68 kg) from the MSU Sheep Teaching and Research Center (Table 2.1). The entire plot area (approximately 40 x 40-m including alleys and borders) was fenced with electric netting attached to a battery-powered fence charger and animals had access to the entire plot area. Frequency of grazing was determined by forage growth rates. Grazing began when mean forage dry matter reached a threshold of approximately 3.5 to 4.5 Mg ha-1 and ended when the average residual sward height was approximately 10 cm. No grazing occurred during the establishment year in 2014. Plots were grazed three times in 2015 and five times in 2016 for a total of eight grazing periods (Table 2.1). Plots were clipped to a 10-cm stubble height after grazing, if necessary, to remove remaining reproductive stems that were not consumed. Botanical composition Before each grazing period, representative forage samples were clipped to a 10-cm height from the four edges of each plot. Botanical composition was determined by hand sorting fresh samples into respective forage species, weeds, or dead components. Individual components were then dried at 60°C in a forced-air oven for 72 h and weighed. In 2015, botanical composition samples from the first two grazing periods were not collected because grass and weed content was negligible; all plots during these grazing periods were > 95% BFT. 35 Birdsfoot trefoil stand density Spring BFT plant counts were obtained prior to each grazing season on 24 April 2015 and 20 April 2016, as well as on 25 April 2017. One 0.6 x 0.6-m quadrat was placed in the center of each plot and individual BFT plants were counted to assess overwinter survival and persistence. Condensed tannin and forage quality analyses Before each grazing period, representative forage samples were clipped to a 10-cm height from the four edges of each plot. Samples were dried at 60°C in a forced-air oven for 72 h, ground to pass through a 4-mm mesh screen in a Wiley mill (Wiley Laboratory Mill, Model 4, Auther H. Thomas Co., Philadelphia, PA), and reground to pass through a 1-mm mesh screen in a cyclone mill (UDY Manufacturing, Fort Collins, CO). Mixed samples were analyzed for CT concentration at Utah State University following the butanol-HCl-acetone method of Grabber et al. (2013). Tannin standards for the spectrophotometric analysis were isolated from a single sample of Oberhaunstädter cv. of L. corniculatus following the methods described by Hagerman (2011). Forage quality was determined via near-infrared reflectance spectroscopy (NIRS) using a scanning monochromator (Model 6500, FOSS NIRSystems, Inc., Laurel, MD) and chemometrics software (WinISI II, ver. 1.5, Infrasoft International LLC, State College, PA). A commercial mixed hay equation (16mh50-2.eqa, NIRS Forage Feed and Testing Consortium, Winfield, WI) from a calibration set containing multiple grass and legume forage species was used to predict nutritive value of each mixed sample. The distribution and boundaries of BFT-tall fescue sample spectra followed the population structure of the spectra in the calibration set, so no additional 36 chemical analysis was needed. Mixed samples were analyzed for crude protein (CP), neutral detergent fiber (NDF), acid detergent fiber (ADF), lignin, rumen undegradable protein (RUP), and in vitro neutral detergent fiber digestibility (NDFD). Digestible NDF was calculated as: NDFD = [(dNDF48/NDF) x 100] where dNDF48 is in vitro NDF digestion (as a % of DM) for 48 h. Forage yield and herbage utilization Forage yield and herbage utilization was estimated nondestructively using a calibrated rising plate meter (RPM, Jenn Quip model, Feilding, New Zealand) (Sanderson et al., 2001). Throughout the grazing season, RPM measurements were taken before and after each grazing period. On each sampling date, herbage mass was estimated from the mean of 30 RPM measurements within each plot. An additional six to eight calibration samples were collected throughout the entire plot area to convert forage height to forage biomass. For each calibration sample, a single rising plate measurement was manually recorded and the forage under the disk was clipped to ground level. Calibration samples were then dried at 60°C in a forced-air oven for 72 h and weighed to develop a linear regression curve (Scrivner et al., 1986). Herbage utilization was calculated as the difference between pre- and post-grazing RPM measurements (Leep et al., 2002). Grazing preference In 2016, grazing preference was determined by visually assessing the proportion of tillers and shoots grazed immediately after each grazing period. For each plot, BFT and tall fescue plants were visually assessed by two trained observers using a 0 (0% of tillers grazed) to 9 37 (100% of tillers grazed) scale. The two scores were averaged to produce a sample value for grazing preference. Statistics Data were analyzed using mixed models procedures as implemented in PROC MIXED of SAS 9.4 (SAS Institute Inc., Cary, NC). The analysis was based on a randomized complete block design with a split-plot treatment arrangement. Tall fescue (TF) cultivars were randomly assigned to main plots and BFT cultivars to sub-plot. Fixed effects were TF, BFT, grazing period (GP), and block (Dixon, 2017). The block x TF interaction term was the scale-appropriate random effect to evaluate the effect of TF cultivar, whereas the block x TF x BFT interaction was the scale-appropriate error term for the BFT and the TF x BFT interaction effects. The model was analyzed as repeated across grazing periods using the spatial power covariance structure to account for unevenly spaced intervals. Denominator degrees of freedom were calculated using Kenward-Rogers option. Linear contrasts were constructed to compare significant treatment means and adjusted using the simulation-based method (Edwards and Berry, 1987). Contrasts were grouped based on presumed differences in alkaloid toxicity among tall fescue endophyte types and measured differences in CT content among BFT cultivars. Tall fescue contrasts included: (i) E+ (KY31) vs. E- (KY32 and Martin II), (ii) Novel (Martin II Protek) vs. E-, and (iii) E+ vs. novel. The BFT contrasts included: (iv) high-tannin (Oberhaunstädter) vs. all others, (v) high- vs. low-tannin (AC Langille, Bruce, Common, Norcen 1, Norcen 2), (vi) high- vs. medium-tannin (Bull and Pardee), and (vii) medium- vs. low-tannin. Differences among grazing periods were analyzed using the PDIFF function of the LSMEANS 38 command with the SIMULATE adjustment to compare least square means. Significance was declared at P < 0.05 unless otherwise stated. RESULTS Weather In 2015 and 2016, mean monthly air temperatures at the field site was consistent with the 30-year average (Figure 2.1A). Mean air temperature between grazing periods was also normal for the region, with highest temperatures occurring in mid- to late-summer. Cumulative growing degree days (GDD) between March and November varied slightly between years, with 159 fewer GDD in 2015 compared to 2016 (2532 and 2691, respectively). Precipitation also varied during and between years (Figure 2.1B). There was less total precipitation in 2015 (686 mm) and 2016 (695 mm) compared to the 30-year average (817 mm). In 2015, conditions were very dry from February through April (36 mm total), with 119 mm less precipitation than the 30-year average. June was the wettest month of the year (145 mm), followed by a dry July (57 mm) and increased precipitation in August (117 mm). In 2016, mean monthly precipitation was above average in March (90 mm), followed a dry period from May through July (145 mm total), while August was the wettest month of the year (147 mm). Botanical composition There was a TF x GP (P < 0.001) interaction for the proportion of tall fescue in forage mixtures (Table 2.2). This was driven by large variability among grazing periods related to seasonal differences and changes in the total proportion of tall fescue in mixtures over the two grazing seasons (Figure 2.2). Therefore, no significant differences among endophyte groups in 39 the contrasts were detected (P > 0.05). This also occurred with TF x GP interactions for BFT (P < 0.05) and dead (P < 0.05) botanical components (Table 2.2). For the weed component, the TF x GP interaction (P < 0.001, Table 2.2) was driven by greater proportion of weeds in E+ tall fescue mixtures compared other tall fescue mixtures during the second grazing season (Table 2.3). In 2016, the proportion of weed in E+ tall fescue mixtures was greater than mixtures with E- cultivars or novel endophyte-infected tall fescue in May and June. A similar trend was observed in October, with a greater proportion of weeds in E+ tall fescue mixtures than mixtures with E- cultivars (Table 2.3). The main effect of GP was highly significant for BFT, tall fescue, and dead botanical components (P < 0.001, Table 2.2). Averaged across all BFT-tall fescue mixtures, the proportion of BFT in forage mixtures declined from > 95% for the first two grazing periods in 2015 to 66.0% by November 2015, with the proportion of tall fescue in mixtures increasing to 30.5% (Table 2.4). In 2016, the proportion of BFT again declined from August through October, with mixtures averaging 9.2% BFT and 88.2% tall fescue by the final grazing period in October 2016. Mixtures with high-tannin BFT averaged 20.1 ± 5.75% BFT during this grazing period compared to 7.7 ± 5.75% for mixtures with all other BFT cultivars, however differences were not statistically significant (P > 0.05). Variability in the dead botanical component was driven by a substantial amount of leftover litter in August 2016 (10.8%) from the previous grazing periods (Table 2.4). In 2016, plots were clipped to a height of 10-cm after the May and June grazing periods to remove all remaining reproductive stems. Therefore, the significant dead component was caused by top-clipping rather than a biologically important treatment effect. 40 Birdsfoot trefoil stand density There was a BFT x year interaction for spring BFT stand density (P < 0.01). Large differences were detected between the high-tannin BFT cultivar and all other BFT cultivars in 2016, the spring following the first grazing season (Table 2.5). Stand density for the high-tannin BFT cultivar was 130 plants m-2, 33 and 47 more plants m-2 than low- and medium-tannin cultivars, respectively. Condensed tannin concentration There was a BFT x GP interaction for CT concentration (P < 0.001, Table 2.6). The interaction was driven by differences between mixtures with medium- and low-tannin BFT cultivars across grazing periods (Table 2.7). In 2015, mixtures with medium-tannin cultivars expressed 2.4 and 4.7 g kg-1 DM more CT than low-tannin BFT mixtures in June and August. In 2016, mixtures with medium-tannin BFT cultivars expressed greater CT concentrations than mixture with low-tannin BFT cultivars in June, while no differences were detected between mixtures with low- and medium-tannin BFT cultivars for the other grazing periods (Table 2.7). Across all grazing periods, mixtures with the high-tannin BFT cultivar consistently expressed greater CT concentrations than mixtures with all other BFT cultivars (Table 2.7). These mixtures had on average over 1.5-times greater CT concentrations than low-tannin BFT mixtures. Across both years, August had the widest range in CT concentration between high- and low-tannin BFT mixtures. Concentrations then declined in the fall of both years, however CT content was still greater for high-tannin BFT mixtures than mixtures with all other BFT cultivars in the fall of 2015 and 2016 (P < 0.001, Table 2.7). 41 Condensed tannin content also varied seasonally (P < 0.001, Table 2.6), with concentrations peaking in the summer and dropping in the fall (Table 2.8). Averaged across all BFT-tall fescue mixtures, August 2015 had the overall greatest CT concentration (19.9 g kg -1 DM), however June of both years also had relatively high concentrations (12.5 and 13.7 g kg-1 DM in 2015 and 2016, respectively). Concentrations then dropped in the fall for both years, with the lowest concentrations produced in October 2016 (3.9 g kg-1 DM). Forage quality There was a TF x GP interaction for all forage quality components (Table 2.6); however, lack of differences among endophyte groups in the contrasts indicates these interactions were caused by large variability among grazing periods. There was also a BFT x GP interaction for CP (P < 0.001), RUP (P < 0.05), NDF (P < 0.05), and ADF (P < 0.01) forage quality components (Table 2.6). The CP interaction was driven by a shift from low to high CP from 2015 to 2016 for the high-tannin BFT mixtures (Table 2.9). In 2015, CP concentrations for mixtures with hightannin BFT were 148 and 160 g kg-1 DM in August and November, respectively; 23 and 15 g kg-1 DM less than CP than mixtures with all other BFT cultivars for the respective grazing periods. By the final grazing period in October 2016, CP for mixtures with high-tannin BFT was 216 g kg-1 DM, 21 g kg-1 DM more CP than mixtures with all other BFT cultivars (Table 2.9). Concentrations of CP also varied greatly across grazing periods (P < 0.001, Table 2.6), with the greatest levels produced in May and September 2016 when averaged across all BFT-tall fescue mixtures (219 and 231 g kg-1 DM, respectively, Table 2.8). These CP concentrations were greater than all concentrations produced in 2015. 42 The BFT x GP interaction for RUP was driven by a shift from high to low RUP concentrations for mixtures with high-tannin BFT across grazing seasons (Table 2.9). In 2015, RUP for high-tannin BFT mixtures were 322 and 339 g kg-1 CP in June and August, respectively; this was 33 and 53 g kg-1 CP more RUP than mixtures with all other BFT cultivars for the respective grazing periods. By the final grazing period in October 2016, RUP for hightannin BFT mixtures was 364 g kg-1 CP, 30 g kg-1 CP less RUP than mixtures with all other BFT cultivars. Concentrations of RUP also varied greatly across grazing periods (P < 0.001, Table 2.6). Averaged across all BFT-tall fescue mixtures, RUP concentrations were greater in October 2016 than for all other grazing periods (Table 2.8). Similar to the protein components, BFT x GP interactions for NDF and ADF were again driven by mixtures with high-tannin BFT (Table 2.10). In November 2015, NDF for high-tannin BFT mixtures was 351 g kg-1 DM, 41 g kg-1 DM more NDF than mixtures with all other BFT cultivars. This was reversed in 2016; NDF for high-tannin BFT mixtures were 384 and 419 g kg1 DM in August and October, respectively, which was 37 and 48 g kg-1 DM less NDF than mixtures with all other BFT cultivars for the respective grazing periods. A similar trend was observed for ADF (Table 2.10). Concentrations of ADF for high-tannin BFT mixtures was 262 g kg-1 DM in November 2015, 37 g kg-1 more ADF than mixtures with all other BFT cultivars. This was again reversed in 2016; ADF for high-tannin BFT mixtures were 282 and 273 g kg-1 DM in August and October 2016, which was 19 and 20 g kg-1 less ADF than mixtures with all other BFT cultivars for the respective grazing periods (P < 0.10). Both NDF and ADF varied seasonally (P < 0.001, Table 2.6), showing similar trends when averaged across all BFT-tall fescue mixtures. Concentrations of NDF were high for the first grazing period in 2015 (478 g kg-1 DM in June), low for the last grazing period in 2015 and 43 first grazing period in 2016 (315 and 281 g kg-1 DM in November and May, respectively) and moderate to high for the remaining mid- and late-season grazing periods (Table 2.8). For ADF, concentrations again were greatest for the first grazing period in 2015 (393 g kg-1 DM in June), low for the last grazing period in 2015 and first grazing period in 2016 (230 and 199 g kg-1 DM in November and May, respectively) and moderate for the remaining grazing periods (Table 2.8). For the NDFD and lignin content, there were BFT and GP main effects (P < 0.001, Table 2.6). Averaged across all grazing periods, NDFD for high-tannin BFT mixtures (481 g kg-1 NDF) was 59 and 49 g kg -1 NDF lower than NDFD for low- and medium-tannin mixtures, respectively (Table 2.11). Additionally, mixtures with medium-tannin cultivars had on average 11 g kg-1 NDF less NDFD than mixtures with low-tannin cultivars (P < 0.10). Averaged across all BFT-tall fescue mixtures, NDFD was repeatedly greater in 2016 than 2015. In 2016, high NDFD concentrations were produced in May (685 g kg-1 NDF), September (676 g kg -1 NDF), and October (681 g kg -1 NDF), while in 2015, concentrations were greatest in November (560 g kg-1 NDF) (Table 2.8). For lignin, high-tannin BFT mixtures expressed greater lignin content than mixtures with all other BFT cultivars (Table 2.11). Average concentration was 52 g kg -1 DM; this was 4 and 3 g kg-1 DM more lignin than mixtures with low- and medium-tannin cultivars, respectively. Opposite to the seasonal variation of NDFD, lignin content was greater for all grazing periods in 2015 than those in 2016 when averaged across all BFT-tall fescue mixtures (Table 2.8). Forage yield and herbage utilization High winds and heavy rain in August 2015 immediately prior to the second grazing period lodged the forage and resulted in a poor rising plate meter calibration equation (Table 44 2.12); therefore, this grazing period was removed from analysis. There were BFT x GP (P < 0.001), TF x GP (P < 0.001), and BFT x TF (P < 0.05) interactions for pregrazing forage yield (Table 2.2). The BFT x GP interaction was driven by differences in pregrazing yield for mixtures with high-tannin BFT across grazing seasons (Table 2.13). For the first grazing period in June 2015, high-tannin BFT mixtures yielded 6.62 Mg ha-1; this was 0.55 and 0.37 Mg ha-1 less than mixtures with low- and medium-tannin cultivars, respectively. By September 2016, high-tannin BFT mixtures yielded 0.39 Mg ha-1 more than mixtures with medium-tannin cultivars. For the TF x GP interaction, no difference among endophyte groups in contrasts were detected (P > 0.05, Table 2.13), indicating no major biological importance of endophyte type on pregrazing yield. The same was true for BFT x TF interactions (data not shown). Pregrazing forage yield also varied seasonally when averaged across all BFT-tall fescue mixtures (P < 0.001, Table 2.2). Yield varied greatly in 2015 (Table 2.13), with the highest and lowest yield produced during the first and last grazing periods (7.06 and 2.90 Mg ha-1 in June and November, respectively). In 2016, pregrazing yield was greater for spring and early summer grazing periods compared to the fall. Herbage utilization, calculated as the differences between pregrazing and postgrazing yield estimates, had BFT x GP (P < 0.01) and TF x GP (P < 0.001) interactions (Table 2.2). In August 2016, utilization was greater for mixtures with high-tannin BFT (31.8%) compared to mixtures with all other BFT cultivars (22.9%) (Table 2.14). A similar trend was observed in September 2016, with greater herbage utilization for mixtures with high-tannin BFT (32.3%) compared to mixtures with all other BFT cultivars (24.8%). In October 2016, herbage utilization in mixtures with E+ tall fescue (28.0%) was greater than in mixtures with E- cultivars (19.2%) or novel endophyte-infected tall fescue (18.8%) (Table 2.14). Averaged across all BFT-tall fescue 45 mixtures, herbage utilization varied seasonally (P < 0.01, Table 2.2). Utilization was greatest in May 2016 (32.3%) and ranged from 21.3% to 28.1% for all other grazing periods (Table 2.14). Grazing preference Throughout the 2016 grazing season, sheep showed distinct preference among tall fescue cultivars, as shown by the TF x GP interaction (P < 0.001, Table 2.2). This interaction was driven by greater preference towards E+ tall fescue than either E- cultivars or novel endophyteinfected tall fescue during the final grazing period in October (Table 2.15). Overall preference for tall fescue also varied throughout the season, with the lowest scores detected during the earlyspring grazing period (May, 51-60%). Sheep showed no preference among BFT cultivars (P > 0.05), however overall preference varied throughout the season (P < 0.05, Table 2.2). Grazing preference for BFT was lower during mid-summer (August, 61-75%) compared to the other grazing periods (Table 2.15). Overall sheep preference was also greater for BFT than tall fescue throughout the season, ranging from 61-99% and 51-90% for BFT and tall fescue, respectively (Table 2.15). DISCUSSION Before discussing specifics of the data, it is necessary to discuss the study design because it influences the interpretation of this data. This study was an add-on to an existing conventional forage breeding project in which BFT populations will be selected from the forage mixture where they will ultimately be used in. Therefore, all plots were mixtures of BFT and tall fescue with no individual species monocultures. 46 Botanical composition and persistence One of the major limitations commonly associated with BFT is poor stand persistence (Wen et al., 2002). The proportion of BFT in forage mixtures steadily declined for all cultivars over the two grazing seasons, falling from > 95% to 66% in 2015 and from 57% to < 10% in 2016. Numerous studies have reported a similar decline in the BFT fraction of grass-legume mixtures over time (Hopkins et al., 1996; Leep et el., 2002; Sleugh et al., 2000; Wen et al., 2002). This is likely due to reduced legume vigor from grazing pressure along with increased competitiveness of grass in the fall when growing conditions become more favorable (Leep et el., 2002). The number of grazing periods across the two grazing seasons, increasing from three in 2015 to five in 2016, may have also influenced botanical changes. Other work has found the decline in the number of BFT plants increases with the number of cuts (McKenzie et al., 2004). The severe decline in the proportion of BFT in mixtures from August through October in 2016 may also be due to low midseason storage of root and crown carbohydrates typical of BFT plants (Undersander et al., 1993) as well as dry conditions and with inconsistent rainfall in early 2016. Regarding spring stand densities, the high-tannin BFT cultivar expressed higher plant densities after one grazing season than other BFT cultivars used in the study. Others have similarly reported higher plant populations for Oberhaunstädter (Marley et al., 2006), suggesting improved persistence of this BFT cultivar. However, this advantage did not last after two grazing seasons. Tall fescue endophyte infection is associated with greater tall fescue persistence (Bouton et al., 1993; Malinowski and Belesky, 2006). However in this study, mixtures with E+ tall fescue had a greater proportion of weeds in 2016, suggesting slower spring growth for E+ tall fescue compared to the other tall fescue endophyte types, which created an environment conducive to 47 invasion by weeds. Therefore, endophyte infection is not needed for weed prevention in more northern latitudes with less severe environmental conditions. Botanical changes over the grazing seasons were similar for E- and novel endophyteinfected tall fescue. Seeds for E- tall fescue can cost 15-20% more than E+ seeds, while novelendophyte seeds may cost up to three times as much (Burdine, 2007). Therefore, E- cultivars are a more economically efficient option to use a companion grass in BFT-tall fescue mixtures in south-central Michigan than novel endophyte-infected tall fescue. This is why it is often recommended to use E- tall fescue over E+ or novel endophyte-infected tall fescue in Michigan (Cassida et al., 2016). However, this is likely not the case in southern regions of the United States that rely on either E+ or novel endophyte-infected tall fescue to insure long-term persistence of forage stands (Bouton et al., 1993; Hopkins et al., 2010; Malinowski and Belesky, 2006). Because this study was an add-on to an existing multi-state conventional forage breeding project, endophyte infection may be needed at other locations to ensure tall fescue persistence in mixtures with BFT. This is where the potential of high-tannin BFT to neutralize the toxicity of E+ tall fescue is most valuable (Lyman et al., 2012; Owens et al., 2012). Condensed tannin concentration Optimal concentration of CTs for improved ruminant health and performance varies in the literature. Several authors have suggested concentrations < 50 g kg -1 DM can exert beneficial effects (Aerts et al., 1999; Min et al., 2003; Mueller-Harvey, 2006), while others have reported concentrations as low as 5 g kg -1 DM can prove beneficial (Broderick et al., 2017; Li et al., 1996). Concentrations > 55 g kg-1 DM have been shown to decrease forage digestibility, depress feed intake, and reduce overall ruminant performance (Aerts et al., 1999; Min et al., 2003), while 48 others argue concentrations ranging from 40 to 50 g kg-1 DM can cause problems (McMahon et al., 2000). In addition, CT content has been shown to be greater when BFT is grown in mixtures with tall fescue than as a BFT monoculture (Wen et al., 2003). However, concentrations in BFT usually range from 10 to 40 g kg -1 DM (MacAdam and Villalba, 2015) and never exceeded 32 g kg-1 DM in mixtures throughout the study. Therefore, CT content was not high enough to reduce feed intake or digestibility; however, concentrations varied by cultivar and across the grazing seasons which has important implications for ruminant livestock performance. There is a lack of knowledge regarding the CT content for many of the existing BFT cultivars used in the United States. In this study, CT concentrations were greatest for mixtures with Oberhaunstädter, intermediate to low depending on the grazing period for Pardee and Bull mixtures, and lowest for mixtures with AC Langille, Bruce, Common, and both sources of Norcen. Norcen typically contains very low concentrations of CTs (Grabber et al., 2014; Marley et al., 2006; Marshall et al., 2008) which is consistent with the findings in this study. Pardee has been reported to contain intermediate concentrations (Grabber et al., 2014) which was observed in this study for both Pardee and Bull mixtures in June of both years and in August 2015. Concentration for these grazing periods ranged from 12 g kg -1 DM to 21 g kg-1 DM. Grabber et al. (2014) reported CT content of Pardee averaged 24.4 g kg-1 DM across 10 location-harvest environments; the slightly lower concentrations observed in this study is likely due to a dilution from the increased proportion of tall fescue in swards after reseeding in August 2015. In 2016, lack of differences in CT concentrations betweeen mixtures with medium-tannin and low-tannin BFT cultivars for all grazing periods except June can also be explained by the steady increase in the proportion of tall fescue during these grazing periods. The exception to this in June 2016 49 coincides with higher CT content detected for cuttings made during warmer months (Cassida et al., 2000; Gebrehiwot et al., 2002). Results suggest there are minimal differences in CT concentrations among the mediumand low-tannin BFT cultivars used in this study when grown in mixtures with tall fescue, regardless of endophyte type, which can be seen after August 2015. The exception to this is seen with peak concentrations during warmer months. However, CT content was > 5 g kg-1 DM which has been suggested to be high enough for bloat prevention and beneficial milk yield responses (Broderick et al., 2017; Li et al., 1996) for all grazing periods except October 2016. Therefore, low- and medium-tannin BFT cultivars are capable of providing benefits for ruminant health and performance during spring and summer grazing periods when they constitute > 40% of grass mixtures. Intermediate CT concentrations have been reported for Oberhaunstädter (Grabber et al., 2014; Marshall et al., 2008), however some studies have shown concentrations as low as Norcen (MacAdam et al., 2011). In this study, CT concentrations of mixtures with Oberhaunstädter were greater than mixtures with all other BFT cultivars. Concentrations ranged from 17 g kg-1 DM to 31 g kg-1 DM for all spring and summer grazing periods which is well within the reported range to be beneficial for growth, milk yields, and improved amino acid absorption in the small intestine (Hymes-Fecht et al., 2013; Ramírez-Restrepo et al., 2004; Waghorn et al., 1987). Condensed tannin concentrations of high-tannin BFT mixtures decreased in the fall of both grazing seasons, with a 52% decline in 2015 from August to November and a 33% decline in 2016 from June to October. This follows the same seasonal trend as mixtures with medium- and low-tannin BFT cultivars, however the magnitude was larger for mixtures with high-tannin BFT. Similar findings were reported by Roberts et al. (1993) who reported a 40% decline in CT 50 content from July to September for high-tannin cultivars, while low-tannin cultivars showed little to no seasonal variation. However, in this study CT content for mixtures with high-tannin BFT was still > 5 g kg-1 DM for fall grazing periods. Assuming CT concentrations > 5 g kg -1 DM can provide bloat and performance benefits (Broderick et al., 2017; Li et al., 1996), results suggest high-tannin BFT can exert beneficial effects for ruminant livestock throughout the entire grazing season when they constitute > 20% of grass mixtures. Various factors likely contributed to the greater CT content observed in mixtures with Oberhaunstädter. From visual observations, Oberhaunstädter was the first cultivar to flower, hence the earliest maturing. Condensed tannin content is positively associated with plant maturity, with early maturing cultivars expressing higher CT concentrations than later maturing cultivars (Grabber et al., 2014). Flowers and leaves also express greater CT concentrations than stems, both of which visually appeared to be more abundant in Oberhaunstädter (Gebrehiwot et al., 2002; Marshall et al., 2008). In addition, this cultivar was the only European cultivar used in this study, which tend to express greater CT concentrations than cultivars originating from North America (Marley et al., 2006; Steiner et al., 2001). Some of the differences among studies on reported CT concentrations likely relates to the large variability in CT content across difference growing environments (Grabber et al., 2014). Consequently, continued work is needed to overcome this variability so that BFT can be grown with a reliable CT concentration across different environments. Findings from this study suggest that of the eight cultivars tested in this study, grazing high-tannin Oberhaunstädter in mixtures with tall fescue during the spring and summer will produce forage with the greatest CT concentration in south-central Michigan and therefore likely provide maximal benefits for ruminant livestock nutrition, health, and performance. 51 Forage quality Concentrations of CP were lower in 2015 than 2016 when a greater proportion of BFT was present in mixtures, likely related to the fact that CP in BFT decreases with maturity (Cassida et al., 2000). In 2015, grazing periods were less frequency and intensity compared to those in 2016. Therefore, plants were much more mature, which can explain the lower CP concentrations observed in this study throughout the 2015 grazing season. Mixtures with high-tannin Oberhaunstädter, an early maturing cultivar, had lower CP concentrations in August and November 2015 compared to mixtures with all other BFT cultivars. Other work has similarly found early maturing cultivars tend to express lower concentrations of CP and greater concentrations of CTs (Grabber et al., 2015) due to an inverse relationship between CTs and CP (Miller and Ehlke, 1996). However, Grabber et al. (2014) noted that all cultivars, even those with high CTs, produce forage with adequate levels of CP. This agrees with the findings in this study; 148 g kg-1 DM was the lowest level of CP produced, which is still adequate lambs post-weaning and non-lactating ewes on pasture. In 2016, CP concentrations for high-tannin BFT mixtures were comparable to all other mixtures, even those with Norcen which has been reported to have a relatively a high CP concentration (Grabber et al., 2014). By the final grazing period in October 2016, mixtures with high-tannin BFT produced more CP than mixtures with all other BFT cultivars. This may be because high-tannin Oberhaunstädter numerically contained more BFT than other cultivars during spring 2016 stand counts, resulting in less grass and therefore higher CP concentrations; however this difference in botanical composition was not statistically significant. Differences in botanical composition was likely harder to detect than differences in forage quality because forage samples were separated for individual species components by hand whereas nutritive value was estimated digitally using NIRS. Therefore, 52 spring BFT stand density data provides an alternative mode for evaluating plant composition differences among BFT cultivars. In 2015, mixtures with high-tannin BFT exhibited greater RUP concentrations in June and August than mixtures with all other BFT cultivars. Cultivars with high CT concentrations tend to have a high RUP content (Grabber et al., 2015). This is because the tannin-protein complex reduces protein degradation in the rumen, increasing dietary protein flow to the lower digestive tract (Waghorn et al., 1987). However, no differences in RUP were detected in 2016 until the final grazing period in October, where mixtures with high-tannin BFT expressed a lower RUP content than all other mixtures despite having a greater CT concentration. Concentrations of RUP were greatest for all BFT-tall fescue mixtures during this grazing period, suggesting an environmental factor may be driving the differences observed in mixtures with high-tannin BFT. These findings were not expected and warrants further investigation to better understand how seasonal variability and CT concentrations may influence RUP concentrations in BFT-tall fescue mixtures. For the fiber components, ADF and NDF were greater in November 2015 but lower in August and October 2016 for mixtures with high-tannin BFT compared to mixtures with all other BFT cultivars, while no differences were detected during other grazing periods. Other work has similarly found no consistent relationships between CT in BFT and NDF, ADF or lignin concentrations (Grabber et al., 2014; Miller and Ehlke, 1996). Grazing frequency and intensity likely had a larger influence on fiber components than did CT concentrations. Forage mixtures were very mature for the first grazing period in 2015, resulting in high ADF and NDF and lower NDFD concentrations. In contrast, spring grazing in 2016 occurred one month earlier, leading to overall lower NDF and ADF and higher NDFD concentrations for all mixtures. 53 Across both grazing seasons, mixtures with high-tannin BFT had lower NDFD and greater lignin concentrations than mixtures with all other BFT cultivars. High CT concentrations can reduce forage digestibly, however CT concentrations in this study were not within the reported range for causing fiber problems (McMahon et al., 2000; Min et al., 2003). Higher fiber and lower digestibility detected for mixtures with high-tannin Oberhaunstädter was likely due to the fact that this cultivar was the first to flower, therefore more mature than other BFT cultivars. High concentrations of NDFD are important for forage quality because the digestibility of the cell wall is linked to higher ruminant production, including improved intake and milk yield (Oba and Allen, 1999). However, it should be noted that no cultivars produced forage with undesirably high levels of ADF and NDF or low levels of NDFD (NRC, 2001). Forage yield and herbage utilization The rising plate meter used in this study was calibrated frequently over the grazing season to increase the accuracy of estimating forage yield (Ferraro et al., 2012). However, error likely still occurred, particularly due to extreme weather events. A large wind and rain storm immediately prior to the sheep arriving in August 2015 severely lodged the forage, which caused inaccurate pregrazing rising plate meter readings, forcing yield data for this grazing period to be removed from analysis. The rising plate meter used in this study was satisfactory as it was mainly used to determine when forage yield reached the grazing threshold, however results are strictly an estimate of available forage throughout the grazing season, not an exact measurement of forage yield. In 2015, high-tannin BFT mixtures had lower pregrazing forage yield for the first grazing period than mixtures with all other BFT cultivars, suggesting slower early season growth. High- 54 tannin Oberhaunstädter plants expressed a shorter, more dense growth habit compared to other cultivars which likely contributed to lower RPM readings. However, yields of mixtures with high-tannin BFT were comparable for all other grazing periods and was greater than mediumtannin BFT mixtures in September 2016. This is consistent with other studies that have shown greater yields of Oberhaunstädter after multiple harvest years compared to other BFT cultivars (Marley et al., 2006). Herbage utilization was also greater for mixtures with high-tannin BFT from August through September in 2016, suggesting high-tannin Oberhaunstädter mixtures were more palatable and with superior forage quality, allowing sheep to consume a larger amount of forage. This is consistent with the high CP and low ADF and NDF concentrations observed for high-tannin BFT mixtures during the final grazing period in 2016. No differences in pregrazing forage yield were detected among tall fescue cultivars based on endophyte type. Similarly in Wisconsin, little differences in productivity have been reported between E+ and E- tall fescue (Brink and Casler, 2012). Long-term forage variety testing has also shown E- and novel endophyte-infected tall fescue cultivars are just as productive as E+ tall fescue in Michigan (Cassida et al., 2016). Therefore as stated earlier, endophyte infection is not needed to ensure persistence or productivity of tall fescue in forage mixtures in south-central Michigan or regions with similar environmental conditions. No differences in herbage utilization were detected among tall fescue endophyte types until the final grazing period in October 2016. Greater utilization was observed for mixtures with E+ tall fescue than mixtures with all other endophyte types, likely related to higher stocking density and a longer grazing duration in October 2016 compared to other grazing periods (Table 2.1). It is also possible that consumption of high-tannin BFT may have increased utilization of the high-alkaloid tall fescue cultivar (Lyman et al., 2012; Owens et al., 2012) since mixtures with 55 high-tannin BFT averaged approximately 20% BFT compared to 8% BFT for mixtures with all other BFT cultivars during this grazing period; however, botanical differences were not statistically significant. In addition, lack of interaction between CT concentration and endophyte type suggest more work is needed to confirm the hypothesis that high-tannin BFT cultivars in combination with E+ tall fescue will produce highly productive, persistence pastures by binding to and neutralizing the toxic alkaloids in E+ tall fescue. Grazing preference Sheep tend to preferentially graze legumes over grasses (Rutter, 2006). In 2016, sheep preferred grazing BFT over tall fescue, however no BFT-tall fescue treatment combination had a significant effect on grazing preference. Similar to herbage utilization, we found that sheep preferred E+ tall fescue more than all other endophyte types by the final grazing period in October 2016. Because no differences in fiber and digestibility were detected among endophyte groups in the contrasts, difference in preferences among cultivars for this grazing period was likely due to a greater stocking density and longer grazing duration compared to the other grazing periods in 2016 (Table 2.1). CONCLUSIONS In this study, the botanical composition of all mixtures changed to be grass dominated due to the reduced vigor of BFT swards over time, declining from > 95% BFT in 2015 to < 10% in 2016. While the proportion of BFT decline by 75% for high-tannin BFT mixtures after two grazing seasons, CT content remained > 5 g kg-1 DM. Therefore, 20% high-tannin BFT in grass mixtures can provide production and health benefits for ruminant livestock throughout the entire 56 grazing season, while 40% low- to medium-tannin BFT in grass mixtures will provide benefits during spring and summer grazing. There were also no clear interactions between CT concentration and endophyte type. Therefore, the hypothesis that high-tannin BFT cultivars in combination with E+ tall fescue will produce highly productive and persistence pastures by binding with alkaloids to neutralize their toxicity cannot be accepted from the results of this study. Overall, the high-tannin German cultivar, Oberhaunstädter, proves the most suitable BFT cultivar for grazing based on superior agronomic performance and nutritive value and can be grown successfully in mixtures with tall fescue, regardless of the endophyte type. However, planting novel endophyte-infected tall fescue will cost more money without providing greater benefits than E- tall fescue. Therefore, E- tall fescue is the most economically efficient endophyte type to grow as a companion grass for high-tannin Oberhaunstädter. Such forage mixtures will produce highly productive, persistent, and nutritious forage that would be suitable for grazing in south-central Michigan. 57 APPENDIX 58 APPENDIX CHAPTER 2 TABLES AND FIGURES Table 2.1. Grazing start and end date, grazing duration, rest period, grazing animals, and stocking density (animal mass per unit land) of birdsfoot trefoil-tall fescue mixtures over eight grazing periods from 2015-2016 in Lansing, MI. Rest Stocking Grazing Start End Duration Year period Grazing animals density period date date (h) (d) † (kg ha-1) Suffolk and Dorset2015 June 17 June 18 June 29 108 20650 Polypay ewes Aug. 11 Aug. 14 Aug. 68 53 Suffolk ewes 10625 2016 Nov. 10 Nov. 12 Nov. 50 87 Dorset-Polypay ewes 12750 May 17 May 20 May 71 77 Dorset-Polypay ewes 11613 June 20 June 24 June 87 30 Dorset-Polypay ewes 8925 Aug. 1 Aug. 4 Aug. 71 37 Dorset-Polypay ewes 11050 Sept. 6 Sept. 9 Sept. 74 32 Dorset-Polypay ewes 10200 Oct. 10 Oct. 14 Oct. 102 30 Dorset-Polypay ewes 13175 †Calculated as number of days between grazing end date to the following grazing period start date, starting March 1 of each year. 59 Table 2.2. Analysis of variance for botanical composition, forage biomass, and grazing preference of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures over eight grazing periods (GP) from 2015-2016 in Lansing, MI. Grazing Botanical composition Forage biomass preference† Pregrazing Herbage Source BFT TF Weeds Dead forage yield utilization‡ BFT TF Block ns§ ns ns ns ns ns ns ns TF ns ns *** ns ns ns ns *** BFT ns ns ns ns ns * ns ns BFT x TF ns ns ns ns * ns ns ns GP *** *** ** *** *** ** * ** TF x GP * *** *** * *** *** * *** BFT x GP ns ns ns ns *** ** ns ns BFT x TF x GP ns ns ns ns ns ns ns ns *Significant at the 0.05 probability level. **Significant at the 0.01 probability level. ***Significant at the 0.001 probability level. †Observations in 2016 only. ‡Calculated as 100 x (pregrazing forage yield-postgrazing forage yield)/pregrazing forage yield (Leep et al., 2002). §ns, nonsignificant. 60 Table 2.3. Proportion of weed biomass in birdsfoot trefoil (BFT)-tall fescue (TF) mixtures prior to the November 2015 grazing period (GP) and all GPs in 2016 in Lansing, MI. 2015† 2016 Cultivar Nov. May June Aug. Sept. Oct. -------------------------------------% DM-----------------------------------Tall fescue 2.5 18.8 9.1 0.9 5.4 5.6 KY31 6.3 8.6 6.0 1.2 1.7 1.3 KY32 2.8 6.1 2.8 0.2 2.2 1.7 Martin II Protek 2.4 7.3 3.6 0.2 2.2 0.9 Martin II 1.35 1.35 1.35 1.35 1.35 1.35 SE‡ Contrasts§ -1.8 10.8*** 4.3* 0.2 3.4 4.5* E+1 vs. E-2 3 -1.5 -1.8 -2.0 -0.5 0.2 0.6 Novel vs. E-0.3 12.7*** 6.3** 0.7 3.2 3.9 E+ vs. novel †No plant separations were conducted for June or August GPs because mixtures were > 95% BFT due to poor TF establishment. ‡Standard error of the least square means. §Linear contrasts based on TF endophyte type. Values indicate numeric differences between contrast groups. 1E+, endophyte-infected (KY31). 2E-, endophyte-free (KY32 and Martin II). 3Novel endophyte-infected (Martin II Protek). 61 Table 2.4. Botanical composition of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures prior to the November 2015 grazing period (GP) and all GPs in 2016 in Lansing, MI. 2015† 2016 Nov. May June Aug. Sept. Oct. SE§ -------------------------------------% DM------------------------------------Birdsfoot trefoil 66.0a‡ 56.6ab 63.4a 53.5ab 42.0b 9.2c 3.65 Tall fescue 30.5c 33.2c 30.7c 35.1c 54.7b 88.2a 3.74 Weeds 3.5b 10.2a 5.4ab 0.6b 2.9b 2.4b 0.94 Dead 0.0b 0.0b 0.0b 10.8a 0.5b 0.2b 0.32 †No plant separations were conducted for June or August GPs because mixtures were > 95% BFT due to poor TF establishment. ‡a-c: values within rows followed by different lowercase letters differ by the PDIFF option in the LSMEANS statement (P < 0.05) (SAS Institute, Cary, NC). §Standard error of the least square means. 62 Table 2.5. Spring stand density of birdsfoot trefoil (BFT) in mixtures with tall fescue in April 2015, 2016, and 2017 in Lansing, MI. Cultivar 2015 2016 2017 -2 Birdsfoot trefoil ------------plants m -----------52 130 57 Oberhaunstädter 58 86 35 Bull 56 80 27 Pardee 80 96 34 AC Langille 73 84 39 Bruce 77 115 39 Common 72 98 45 Norcen 1 56 91 39 Norcen 2 13.1 13.1 13.1 SE† Contrasts‡ High-tannin1 vs. all others2 -15 37** 20 3 High- vs. low-tannin -19 33** 18 4 High- vs. medium-tannin -4 47** 26 Medium- vs. low-tannin -15 -14 -8 **Significant at the 0.01 probability level. †Standard error of the least square means. ‡Linear contrasts based on BFT condensed tannin concentration. Values indicate numeric differences between contrast groups. 1Oberhaunstädter. 2 Bull, Pardee, AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 3AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 4Bull and Pardee. 63 Table 2.6. Analysis of variance for condensed tannin (CT) concentrations and nutritive value of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures over eight grazing periods (GP) from 2015-2016 in Lansing, MI. Source CT CP† NDF ADF Lignin RUP NDFD Block ns‡ ns ns ns ns ns ns TF ns ns ns ns ns ns ns BFT *** ns ns ns *** ns *** BFT x TF ns ns ns ns ns ns ns GP *** *** *** *** *** *** *** TF x GP *** *** ** *** *** *** ** BFT x GP *** *** * ** ns * ns BFT x TF x GP ns ns ns ns ns ns ns *Significant at the 0.05 probability level. **Significant at the 0.01 probability level. ***Significant at the 0.001 probability level. †CP, crude protein; NDF, neutral detergent fiber; ADF, acid detergent fiber; RUP, rumen undegradable protein; NDFD, NDF digestibility. ‡ns, nonsignificant. 64 Table 2.7. Condensed tannin concentrations of birdsfoot trefoil (BFT)-tall fescue mixtures prior to each grazing period in 2015 and 2016 in Lansing, MI. 2015 2016 Cultivar June Aug. Nov. May June Aug. Sept. Oct. -1 Birdsfoot trefoil --------------------------------------------g kg DM-------------------------------------------------Oberhaunstädter 21.6 31.7 16.7 17.0 22.2 20.0 16.9 7.5 Bull 13.0 21.6 8.2 9.2 16.4 9.8 8.3 3.6 Pardee 12.9 21.6 8.3 10.0 14.5 10.7 8.3 3.2 AC Langille 10.4 16.7 6.8 7.6 11.2 9.4 7.3 3.6 Bruce 10.7 16.6 6.8 7.5 10.5 8.7 7.1 3.2 Common 10.2 16.5 7.1 8.1 12.8 8.3 7.7 3.4 Norcen 1 10.7 17.5 7.2 8.1 11.7 7.7 7.3 3.3 Norcen 2 11.0 17.2 6.6 7.0 10.5 8.2 7.0 3.4 SE† 1.10 1.10 1.10 1.10 1.10 1.10 1.10 1.10 Contrasts‡ High-tannin1 vs. all others2 10.3*** 13.4*** 9.4*** 8.7*** 9.7*** 11.1*** 9.3*** 4.2*** High- vs. low-tannin3 11.0*** 14.8*** 9.8*** 9.3*** 10.8*** 11.6*** 9.6*** 4.2*** 4 High- vs. medium-tannin 8.6*** 10.1*** 8.4*** 7.4*** 6.7*** 9.7*** 8.6*** 4.1** Medium- vs. low-tannin 2.4* 4.7*** 1.3 2.0 4.1*** 1.8 1.0 0.0 *Significant at the 0.05 probability level. **Significant at the 0.01 probability level. ***Significant at the 0.001 probability level. †Standard error of the least square means. ‡Linear contrasts based on BFT condensed tannin concentration. Values indicate numeric differences between contrast groups. 1Oberhaunstädter. 2 Bull, Pardee, AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 3AC Langille, Bruce Common, Norcen 1 and Norcen 2. 4 Bull and Pardee. 65 Table 2.8. Condensed tannin (CT) concentrations and nutritive value averaged across all birdsfoot trefoil-tall fescue mixtures prior to each grazing period in 2015 and 2016 in Lansing, MI. Grazing Period CT CP† NDF ADF Lignin RUP NDFD -1 -1 --------------------g kg DM ---------------------g kg CP-- --g kg-1 NDF-2015 June 12.5bc‡ 169c 478a 393a 68a 293bc 414c Aug. 19.9a 168c 399bcd 328b 65ab 293bc 376c Nov. 8.5d 173c 315e 230d 60b 250c 560b 2016 May 9.3cd 219a 281e 199e 32e 276bc 685a June 13.7b 178c 397cd 296c 46d 282bc 428c Aug. 10.4bcd 177c 416abc 298bc 53c 318b 418c Sept. 8.7cd 231a 343de 234d 33e 308bc 676a Oct. 3.9e 198b 461ab 290c 35e 390a 681a SE§ 0.76 3.7 12.0 5.5 1.2 11.0 12.7 †CP, crude protein; NDF, neutral detergent fiber; ADF, acid detergent fiber; RUP, rumen undegradable protein; NDFD, NDF digestibility. ‡a-e: values within columns followed by different lowercase letters differ by the PDIFF option in the LSMEANS statement (P<0.05) (SAS Institute, Cary, NC). §Standard error of the least square means. 66 Table 2.9. Crude protein (CP) and rumen undegradable protein (RUP) concentrations of birdsfoot trefoil (BFT)-tall fescue mixtures prior to each grazing period in 2015 and 2016 in Lansing, MI. 2015 2016 Cultivar June Aug. Nov. May June Aug. Sept. Oct. -1 Birdsfoot trefoil CP (g kg DM) Oberhaunstädter 159 148 160 218 178 186 240 216 Bull 168 166 171 211 183 168 225 197 Pardee 166 171 169 219 177 174 231 192 AC Langille 168 175 174 218 173 178 229 198 Bruce 170 174 178 218 173 176 225 192 Common 175 174 174 224 181 180 238 199 Norcen 1 172 166 180 222 176 177 229 192 Norcen 2 172 168 181 223 183 175 234 196 SE‡ 5.6 5.6 5.6 5.6 5.6 5.6 5.6 5.6 Contrasts§ High-tannin1 vs. all others2 -12 -23*** -15* -1 0 10 10 21*** 3 High- vs. low-tannin -13 -23*** -17* -3 0 9 9 20** 4 High- vs. medium-tannin -8 -21** -10 3 -3 15 13 21** Medium- vs. low-tannin -5 -3 -8 -6 3 -6 -3 -1 Birdsfoot trefoil RUP (g kg-1 CP) Oberhaunstädter 322 339 266 287 290 306 292 364 Bull 284 287 252 285 268 332 318 397 Pardee 291 288 245 275 279 323 314 397 AC Langille 314 291 254 275 290 320 312 384 Bruce 289 278 243 273 292 318 316 395 Common 287 285 241 268 269 309 294 394 Norcen 1 281 288 244 272 291 320 310 396 Norcen 2 276 290 256 271 278 316 312 393 SE 13.9 13.9 13.9 13.9 13.9 13.9 13.9 13.9 67 Table 2.9 (cont’d) 2015 Aug. 2016 Aug. Cultivar June Nov. May June Sept. Oct. Contrasts High-tannin vs. all others 33* 53*** 18 13 9 -14 -19 -30* High- vs. low-tannin 32* 53*** 18 15 6 -11 -17 -29† High- vs. medium-tannin 34* 52*** 18 7 16 -22 -24 -33† Medium- vs. low-tannin -2 1 1 8 -11 11 7 5 *Significant at the 0.05 probability level. **Significant at the 0.01 probability level. ***Significant at the 0.001 probability level. †Significant ̶̶at ̶̶the ̶̶0.10 ̶̶probability ̶̶level. ‡Standard error of the least square means. §Linear contrasts based on BFT condensed tannin concentration. Values indicate numeric differences between contrast groups. 1Oberhaunstädter. 2Bull, Pardee, AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 3AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 4Bull and Pardee. 68 Table 2.10. Neutral detergent fiber (NDF) and acid detergent fiber (ADF) concentrations of the birdsfoot trefoil (BFT)-tall fescue mixtures prior to each grazing period in 2015 and 2016 in Lansing, MI. 2015 2016 Cultivar June Aug. Nov. May June Aug. Sept. Oct. -1 Birdsfoot trefoil NDF (g kg DM) Oberhaunstädter 471 400 351 286 401 384 321 419 Bull 481 398 311 295 377 438 355 467 Pardee 482 390 317 281 397 423 349 470 AC Langille 498 396 321 283 412 418 353 459 Bruce 485 402 302 285 406 422 353 471 Common 473 394 315 270 385 407 326 464 Norcen 1 467 405 300 279 410 419 351 472 Norcen 2 464 407 300 272 389 420 339 468 SE‡ 15.7 15.7 15.7 15.7 15.7 15.7 15.7 15.7 Contrasts§ High-tannin1 vs. all others2 -7 1 41* 5 4 -37* -25 -48** High- vs. low-tannin3 -6 -1 43** 8 0 -33 -23 -47** 4 High- vs. medium-tannin -10 6 36 -3 13 -46* -31 -49** Medium- vs. low-tannin 4 -7 7 10 -13 14 7 2 -1 Birdsfoot trefoil ADF (g kg DM) Oberhaunstädter 386 327 262 204 300 282 232 273 Bull 395 327 224 205 287 309 238 293 Pardee 395 322 232 199 297 302 236 293 AC Langille 408 327 232 199 303 297 236 289 Bruce 399 332 220 201 299 306 239 293 Common 391 325 234 194 290 292 227 290 Norcen 1 385 333 222 198 301 299 238 295 Norcen 2 383 334 215 194 289 299 229 292 SE 8.0 8.0 8.0 8.0 8.0 8.0 8.0 8.0 69 Table 2.10 (cont’d) 2015 Aug. 2016 Aug. Cultivar June Nov. May June Sept. Oct. Contrasts High-tannin vs. all others -7 -2 37*** 5 5 -19† -3 -20† High- vs. low-tannin -7 -3 38*** 7 3 -17 -2 -20† High- vs. medium-tannin -9 3 35*** 2 8 -24* -5 -21 Medium- vs. low-tannin 2 -6 3 5 -5 7 3 1 **Significant at the 0.01 probability level. ***Significant at the 0.001 probability level. †Significant at the 0.10 probability level. ‡Standard error of the least square means. §Linear contrasts based on BFT condensed tannin concentration. Values indicate numeric differences between contrast groups. 1Oberhaunstädter. 2Bull, Pardee, AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 3AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 4Bull and Pardee. 70 Table 2.11. Neutral detergent fiber digestibility (NDFD) and lignin concentrations of birdsfoot trefoil (BFT)-tall fescue mixtures averaged over eight grazing periods from 2015-2016 in Lansing, MI. NDFD Lignin Cultivar -1 --g kg NDF-- --g kg-1 DM-Birdsfoot trefoil 481 52 Oberhaunstädter 532 49 Bull 526 49 Pardee 534 49 AC Langille 541 48 Bruce 537 48 Common 539 49 Norcen 1 549 48 Norcen 2 9.7 0.9 SE‡ Contrasts§ High-tannin1 vs. all others2 -56*** 4*** 3 High- vs. low-tannin -59*** 4*** High- vs. medium-tannin4 -49*** 3*** Medium- vs. low-tannin -11† 1 ***Significant at the 0.001 probability level. †Significance at the 0.10 probability level. ‡Standard error of the least square mean. §Linear contrasts based on BFT condensed tannin concentration. Values indicate numeric differences between contrast groups. 1Oberhaunstädter. 2Bull, Pardee, AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 3AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 4Bull and Pardee. 71 Table 2.12. Relationship between forage dry weight (y) in Mg ha-1 and forage height (x) obtained from rising plater meter (RPM) readings using the linear model y=a+bx for each grazing period in 2015 and 2016 in Lansing, MI. Year Grazing period n RPM equation r2† 0.78 2015 June 16 y=3.25+0.30x 0.15 Aug. 12 y=8.18+0.14x 0.70 Nov. 9 y=1.10+0.25x 0.83 2016 May 12 y=2.22+0.21x y=2.94+0.19x 0.37 June 12 y=2.29+0.41x 0.86 Aug. 12 y=1.11+0.28x 0.69 Sept. 12 y=1.02+0.34x 0.77 Oct. 12 2 †r , coefficient of determination. 72 Table 2.13. Pregrazing forage yield of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures prior to the June and November 2015 grazing periods (GPs) and all GPs in 2016 in Lansing, MI. 2015† 2016 Cultivar June Nov. May June Aug. Sept. Oct. -1 Birdsfoot trefoil ------------------------------------------------Mg ha -----------------------------------------------Oberhaunstädter 6.62 2.98 5.78 5.80 6.90 4.88 4.85 Bull 6.77 2.90 5.92 5.91 6.7 4.55 4.88 Pardee 7.22 2.94 5.81 5.84 6.53 4.44 4.72 AC Langille 7.44 2.94 5.75 5.73 6.57 4.65 4.91 Bruce 7.28 2.96 5.83 5.93 6.82 4.71 4.88 Common 7.05 2.83 5.73 5.86 6.47 4.61 4.82 Norcen 1 6.97 2.83 5.54 5.8 6.79 4.63 4.88 Norcen 2 7.14 2.85 5.72 5.67 6.65 4.62 4.85 SE‡ 0.111 0.111 0.111 0.111 0.111 0.111 0.111 Contrasts§ High-tannin1 vs. all others2 -0.50*** 0.09 0.03 -0.01 0.25 0.28 0.00 3 High- vs. low-tannin -0.55*** 0.10 0.07 0.01 0.24 0.24 -0.02 4 High- vs. medium-tannin -0.37* 0.06 -0.08 -0.07 0.29 0.39* 0.05 Medium- vs. low-tannin -0.18 0.04 0.15 0.08 -0.05 -0.15 -0.07 Tall fescue KY31 7.02 2.92 5.74 5.89 6.64 4.74 5.04 KY32 7.06 2.83 5.55 5.67 6.58 4.29 4.56 Martin II Protek 7.05 2.79 5.71 5.86 6.59 4.70 4.67 Martin II 7.12 3.07 6.04 5.84 6.90 4.82 5.12 SE 0.101 0.101 0.101 0.101 0.101 0.101 0.101 Contrasts¶ E+5 vs. E-6 -0.07 -0.04 -0.05 0.13 -0.10 0.19 0.20 7 Novel vs. E-0.04 -0.16 -0.09 0.10 -0.14 0.14 -0.17 E+ vs. novel -0.03 0.13 0.04 0.03 0.04 0.04 0.36 73 Table 2.13 (cont’d) 2015 Cultivar GP main effect June Nov. May June 2016 Aug. Sept. Oct. 7.06a# 2.90e 5.76c 5.82c 6.68b 4.64d 4.85d SE 0.066 0.066 0.066 0.066 0.066 0.066 0.066 ***Significant at the 0.001 probability level. †August 2015 GP was not included in analysis due to a poor rising plate meter calibration. ‡Standard error of the least square means. §Linear contrasts based on BFT condensed tannin concentration. Values indicate numeric differences between contrast groups. ¶Linear contrasts based on TF endophyte type. Values indicate numeric differences between contrast groups. #a-d: values within rows are followed by different lowercase letters differ by the PDIFF option in the LSMEANS statement (P < 0.05) (SAS Institute, Cary, NC). 1Oberhaunstädter. 2Bull, Pardee, AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 3AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 4Bull and Pardee. 5E+, endophyte-infected (KY31). 6E-, endophyte-free (KY32 and Martin II). 7Novel endophyte-infected (Martin II Protek). 74 Table 2.14. Herbage utilization of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures prior to the June and November 2015 grazing periods (GPs) and all GPs in 2016 in Lansing, MI. 2015† 2016 Cultivar June Nov. May June Aug. Sept. Oct. --------------------------------------------------------%-------------------------------------------------------Birdsfoot trefoil Oberhaunstädter 26.1 19.5 34.6 25.1 31.8 32.3 24.7 Bull 24.6 20.1 33.1 25.1 23.9 24.3 21.6 Pardee 29.4 21.1 31.3 24.2 23.8 25.0 20.8 AC Langille 31.5 23.0 32.2 22.7 20.1 23.4 17.6 Bruce 30.3 23.1 29.0 23.4 23.7 26.4 20.5 Common 27.9 22.3 33.3 24.0 20.2 27.0 22.3 Norcen 1 27.1 20.3 30.1 24.7 26.1 24.2 19.1 Norcen 2 28.1 21.9 34.5 21.5 22.3 23.6 23.9 SE‡ 2.12 2.12 2.12 2.12 2.12 2.12 2.12 Contrasts§ High-tannin1 vs. all others2 -2.4 -2.2 2.6 1.5 8.9*** 7.5** 3.8 High- vs. low-tannin3 -2.9 -2.6 2.8 1.9 9.3*** 7.4** 4.0 4 High- vs. medium-tannin -1.0 -1.1 2.3 0.5 7.9** 7.7** 3.5 Medium- vs. low-tannin -2.0 -1.6 0.4 1.4 1.3 -0.3 0.5 Tall fescue KY31 27.5 23.9 34.6 24.5 24.8 25.8 28.0 KY32 27.3 20.1 31.4 22.3 24.3 23.6 19.1 Martin II Protek 28.4 20.7 33.3 26.1 23.0 29.1 18.8 Martin II 29.2 21.0 29.7 22.4 23.9 24.5 19.3 SE 1.97 1.97 1.97 1.97 1.97 1.97 1.97 Contrasts¶ E+5 vs. E-6 -0.7 3.4 4.0 2.2 0.7 1.8 8.8** 7 Novel vs. E0.1 0.1 2.7 3.7 -1.0 5.0 -0.4 E+ vs. novel -0.8 3.2 1.3 -1.5 1.8 -3.3 9.2* 75 Table 2.14 (cont’d) 2015 Cultivars GP main effect June Nov. May June 2016 Aug. Sept. Oct. 28.1ab# 21.4b 32.3a 23.8b 24.0b 25.8ab 21.3b SE 1.41 1.41 1.41 1.41 1.41 1.41 1.41 *Significant at the 0.05 probability level. **Significant at the 0.01 probability level. ***Significant at the 0.001 probability level. †Calculated as 100 x (pregrazing forage yield - postgrazing forage yield)/pregrazing forage yield (Leep et al., 2002); August 2015 GP was not included in analysis due to a poor rising plate meter calibration. ‡Standard error of the least square means. §Linear contrasts based on BFT condensed tannin concentration. Values indicate numeric differences between contrast groups. ¶Linear contrasts based on TF endophyte type. Values indicate numeric differences between contrast groups. #a-d: values within rows are followed by different lowercase letters differ by the PDIFF option in the LSMEANS statement (P < 0.05) (SAS Institute, Cary, NC). 1Oberhaunstädter. 2Bull, Pardee, AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 3 AC Langille, Bruce, Common, Norcen 1 and Norcen 2. 4Bull and Pardee. 5E+, endophyte-infected (KY31). 6E-, endophyte-free (KY32 and Martin II). 7Novel endophyte-infected (Martin II Protek). 76 Table 2.15. Sheep preference of birdsfoot trefoil (BFT) and tall fescue (TF) in mixed plots after each grazing period (GP) in 2016 in Lansing, MI. Grazing preference† May June Aug. Sept. Oct. Tall fescue Tall fescue score KY31 5 7 7 6 7 KY32 6 7 7 7 7 Martin II Protek 5 7 7 6 5 Martin II 4 7 6 5 4 SE‡ 0.3 0.3 0.3 0.3 0.3 Contrasts§ E+1 vs. E-2 0 0 0 0 1*** 3 Novel vs. E0 0 0 0 0 E+ vs. novel 0 -1 0 -1 2*** GP main effect Tall fescue 5d¶ 7a 7ab 6bc 6cd SE 0.2 0.2 0.2 0.2 0.2 Birdsfoot trefoil score Birdsfoot trefoil 8a 7a 6b 7a 8a SE 0.2 0.2 0.2 0.2 0.2 ***Significant at the 0.001 probability level. †Grazing preference assessed as visually removal of tillers for both BFT and TF separately after all grazing periods in 2016 (0: 0%; 1: <10%; 2: 11-25%; 3: 26-40%; 4: 41-50%; 5: 51-60%; 6: 61-75%; 7:76-90%; 8: 91-99%; 9: 100%). ‡Standard error of the least square means. §Linear contrasts based on TF endophyte type. Values indicate numeric differences between contrast groups. ¶a-b: values within rows followed by different lowercase letters differ by the PDIFF option in the LSMEANS statement (P < 0.05) (SAS Institute, Cary, NC). 1E+, endophyte-infected (KY31). 2E-, endophyte-free (KY32 and Martin II). 3Novel endophyte-infected (Martin II Protek). 77 40 A Air temperature (°C ) 30 Minimum temperature Maximum temperature Average temperature 30-year average 20 10 0 -10 -20 Jan -15 160 Feb -15 Mar-15 Ap r-15 May -15 Ju n -15 Ju l-15 Au g -15 Sep -15 B Oct-15 No v -15 Dec-15 Actual Jan -16 Feb -16 Mar-16 Ap r-16 May -16 Ju n -16 Ju l-16 Au g -16 Sep -16 Oct-16 No v -16 Dec-16 30-year average 140 Precipitation (mm) 120 100 80 60 40 20 Dec-16 Nov-16 Oct-16 Sep-16 Aug-16 Jul-16 Jun-16 May-16 Apr-16 Mar-16 Feb-16 Jan-16 Dec-15 Nov-15 Oct-15 Sep-15 Aug-15 Jul-15 Jun-15 May-15 Apr-15 Mar-15 Feb-15 Jan-15 0 Month-Year Figure 2.1. (A) Monthly minimum, maximum and average temperature (°C) in Lansing, MI from 2015-2016 with the 30-year average for comparison. (B) Total monthly precipitation (mm) in Lansing, MI from 2015-2016 with the 30-year average for comparison. 78 Tall fescue percentage of forage dry matter 100 90 80 70 60 50 40 30 20 10 0 KY31 Contrasts E+ vs. ENovel vs. EE+ vs. novel 2015 Nov. -0.2 -3.5 3.3 KY32 May -20.9 -10.4 -10.5 Martin II Protek 2016 June Aug. 5.6 -0.9 3.6 -4.6 2.0 3.7 Martin II Sept. -5.3 -11.0 5.7 Oct. 0.8 3.2 -2.3 Figure 2.2. Proportion of tall fescue (TF) biomass (% of dry matter) in birdsfoot trefoil-TF mixtures prior to the November 2015 grazing period (GP) and all GPs in 2016 in Lansing, MI (least square means ± SE). Linear contrasts are based on TF endophyte type, and values indicate numeric differences between contrast groups. 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Williams, C.A. Roberts, P.R. Beuselinck, R.L. McGraw, and H.R. Benedict. 2002. Performance of steers grazing rhizomatous and nonrhizomatous birdsfoot trefoil in pure stands and in tall fescue mixtures. J. Anim. Sci. 80: 1970-1976. Wen, L., C.A. Roberts, J.E. Williams, R.L. Kallenbach, P.R. Beuselinck, and R.L. McGraw. 2003. Condensed tannin concentration of rhizomatous and nonrhizomatous birdsfoot trefoil in grazed mixtures and monocultures. Crop Sci. 43: 302–306. Woodward, S.L., G.C. Waghorn, and P.G. Laboyrie. 2004. Condensed tannins in birdsfoot trefoil (Lotus corniculatus) reduce methane emissions from dairy cows. Proc. New Zeal. Soc. Anim. Prod. 64: 160–164 86 CHAPTER 3 SOIL RESPIRATION AND ROOT MORPHOLOGY OF BIRDSFOOT TREFOIL-TALL FESCUE MIXTURES ABSTRACT Many studies have explored the effect of secondary compounds in grass-legumes pasture mixtures on aboveground productivity, yet our understanding of belowground dynamics remains limited. The objective of this study was to determine how birdsfoot trefoil (Lotus corniculatus L., BFT) grown in mixtures with tall fescue [Schedonorus arundinaceus (Schreb.) Dumort.] can influence soil CO2 respiration and root morphology, and whether condensed tannin (CT) concentration or endophyte type can influence such processes. Sixteen BFT-tall fescue mixtures were grazed by sheep from 2015-2016 in Lansing, MI, including four BFT cultivars ranging from low to high CT concentrations and four tall fescue cultivars varying in endophyte type. Differences in soil CO2 respiration over the 32-d incubation related to CT concentration or endophyte type were minimal. Large differences were detected between years, with greater cumulative C mineralization detected after the first grazing season than the second. Root traits also varied greatly between years. The second grazing season had root traits associated with superior resource acquisition (greater root length density, specific root length, root surface area density, and smaller root diameter), most of which were highly correlated to the proportion of tall fescue in forage mixtures. Results suggests large differences between species which translates to a competitive advantage for tall fescue when grown in mixtures with BFT. No clear CT or endophyte effect were detected among root traits, therefore differences were derived more from variance between species than secondary compounds. 87 INTRODUCTION Birdsfoot trefoil (Lotus corniculatus L., BFT) is a valuable forage legume for mixed pastures, in part because it contains condensed tannins (CTs) beneficial for ruminant nutrition, health, and environmental sustainability (MacAdam et al., 2006; Waghorn, 2008). It can be grown in mixtures with tall fescue [Schedonorus arundinaceus (Schreb.) Dumort.], a highly productive perennial cool-season grass commonly infected with the endophyte Neotyphodium coenophialum [(Morgan- Jones and Gams) Glen Bacon and Hanlin] which increases plant persistence in hot and dry climates (Belesky and West, 2009). However, the fungus produces toxic ergot alkaloids to the detriment of livestock health and performance, commonly referred to as ̶̶“fescue ̶̶toxicosis” ̶̶or ̶̶“summer ̶̶slump” ̶̶(Stuedemann and Hoveland, 1988). There is evidence that when BFT is fed with endophyte-infected (E+) tall fescue, the CTs in BFT may bind with alkaloids to neutralize their toxicity (Lisonbee et al., 2009; Lyman et al., 2012; Owens et al., 2012). This offers the opportunity for combining BFT and tall fescue to produce a high yielding, nutritious, and persistent forage mixture (Chapter 2). Additionally, tannins and alkaloids have received increased attention for their influences on belowground processes. One of these processes is microbial respiration, an important biological indicator of soil quality for sustaining productive plant growth (Karlen et al., 1997). Research suggests that the CTs in BFT may have the potential to impact soil carbon (C) and nitrogen (N) dynamics. In forest ecosystems, tannins have received special attention, as reviewed by Kraus et al. (2003), for their ability to influence belowground dynamics including litter decomposition, nutrient cycling, N mineralization, and microbial activity. However, tannins are complex polyphenols, therefore the consensus as to how CTs influence soil respiration varies in the literature due to a wide diversity in tannin chemistry 88 (Fierer et al., 2001; Kraus et al., 2003; Kraus et al., 2004). Kraus et al. (2004) reported tannin amendments to forest soil either had no effect or increased CO2 respiration depending on the species in which the tannins were purified from, indicating that tannins did not prove toxic to the microbial community. However, Madritch et al. (2007) argues that tannins never enter soils alone, therefore the overall effect of tannins on soil respiration is likely negative, despite temporary increases in microbial activity observed from tannin amendments in laboratory studies. Others argue the inhibitory mechanism of tannins is dependent on the molecular weight (Fierer et al., 2001). Fierer et al. (2001) reported amendments with low molecular weight tannins in forest soils acted as a source of C, increasing C mineralization, while amendments with higher molecular weight tannins may be toxic, primarily by binding extracellular substrates and therefore limiting C and N mineralization. Condensed tannins in BFT have a high molecular weight (McMahon et al., 2000), therefore high-tannin BFT cultivars may reduce microbial activity by binding substrate needed for microbial growth. Despite evidence that tannins can alter the rate and amount of C respired in forest soils, studies quantifying the effect of CTs on microbial activity in agricultural soils are limited. There is also evidence that endophyte infection in tall fescue may over time influence soil microbial activity. Previous work has shown microbial communities are inhibited under E+ compared to endophyte free (E-) tall fescue pastures, reducing C mineralization which allows more soil organic C and N to accumulate (Franzluebbers et al., 1999; Franzluebbers and Stuedemann, 2005). Similarly, short- and long-term exposure to E+ leaves decomposing in the soil has been shown to reduce soil C mineralization rates (Franzluebbers and Hill, 2005). However, this is not consistent across all studies (Franzluebbers, 2006). Additionally, no studies to date have examined this interaction in forage mixtures with BFT. 89 In this study, I hypothesize that mixtures containing high-tannin will reduce C mineralization more so than mixtures with low- or medium-tannin BFT based on the proteinbinding ability of tannins (Madritch et al., 2007). Additionally, I hypothesize that mixtures with E+ tall fescue will increase total C and N concentrations and reduce soil microbial activity more so than mixtures with E- tall fescue (Franzluebbers et al., 1999; Franzluebbers and Stuedemann, 2005). Therefore, high-tannin BFT in mixtures with E+ tall fescue are expected to have greater soil C and N concentration and lower C mineralization compared to all other BFT-tall fescue mixtures. Root systems are also essential for maintaining soil biological activity and regulating changes to soil quality (Zobel, 2005a). Fine roots are particularly important because they are the major pathway for water and nutrient absorption necessary for plant growth (Eissenstat, 1992). Historically defined as < 2 mm in diameter (Böhm, 1979), fine roots represent up to 95% of the total root length in many agriculture crops and forest species (Zobel, 2008). Most fine roots are actually much smaller, however root diameter, the metric that classifies fine roots, is rarely the focus of root research (Zobel et al., 2007). This is because their small size makes them difficult to study and characterization of root systems is time-consuming, labor intensive, and prone to inaccuracy (Costa et al., 2000; Wang and Zhang, 2009; Zobel et al., 2007). Consequently, studies are lacking on root morphology of forage crops, particularly under grazing conditions; therefore it was unclear how CT concentration or endophyte type would influence such traits in this study. The aim of this study was to explore the effects of BFT-tall fescue mixtures on belowground dynamics and to gain insight as to whether CT concentration or endophyte type can influence such processes. Soil respiration and root morphology of BFT-tall fescue mixtures that were grazed by sheep and varied in CT concentration and endophyte type were evaluated from 90 2015-2016 in Lansing, Michigan. The objectives were to (i) measure total soil C and N concentrations and 32-d cumulative C mineralization of BFT-tall fescue mixtures and (ii) gain knowledge of fine root traits (root diameter, length, volume, surface area), root length diameter distribution, and fine root dry weight of these forage mixtures to better understand the belowground processes occurring under mixed BFT-tall fescue pastures. MATERIALS AND METHODS Data for this chapter was collected simultaneously with the study discussed in Chapter 2. For specifics regarding the Michigan State University Agronomy Farm weather and site description, plot establishment, grazing periods, botanical composition and CT analysis, refer to Chapter 2 Materials and Methods. Experimental design Treatments were arranged in a randomized complete block split-plot design with two replications. ̶̶Main ̶̶plot ̶̶consisted ̶̶of ̶̶four ̶̶tall ̶̶fescue ̶̶cultivars ̶̶(‘KY31’, ̶̶‘KY32’, ̶̶‘Martin ̶̶II ̶̶ Protek’, ̶̶‘Martin ̶̶II’) ̶̶while sub-plot consisted of a subset of four BFT cultivars (‘Oberhaunstädter’, ̶̶‘Pardee’, ̶̶‘Bruce’, ̶̶‘Norcen’) ̶̶selected ̶̶for ̶̶a ̶̶range ̶̶of ̶̶CT ̶̶concentrations. This study had total of 16 BFT-tall fescue treatment combinations. Soil sampling and analyses Soil cores were collected in November 2015 and September 2016 with 2.54-cm diameter stainless steel soil probes. Ten 15-cm deep cores were randomly sampled, coarsely crumbled by hand and composited within each plot. Samples were then air-dried at 25°C and stored in paper 91 bags until analysis. To determine total soil C and N concentrations, air-dried samples from 2016 were ground with a Vial rotator (SampleTek Model 200, Mavco Industries, Inc., Science Hill, KY) and 15-20 mg of soil was weighed into 5 x 9-mm tin capsules (Costech Analytical Technologies, Valencia, CA) using a microbalance (Sartorius AG, Göttingen, Germany). Samples were then analyzed for total soil C and total soil N using an elemental analyzer (Model No. Costech ECS 4010, Costech Analytical Technologies, Valencia, CA). Soil respiration Soil respiration was measured over a 32-d incubation. Air-dried soil was passed through a 4.75-mm sieve and large pieces of organic debris were removed by hand to obtain homogenous samples (Franzluebbers, 2016). Ten grams of soil were weighed into 125-mL glass serum bottles and adjusted to 50% water-filled pore space (WFPS) with deionized water (Haney and Haney, 2010). Jars were then sealed with a rubber septum lid. A needle and syringe was used to collect 5-mL gas samples through the septa lid. Gas samples were then analyzed for CO2 concentration using an infrared gas absorption analyzer (LI-820, LI-COR Biosciences, Lincoln, NE). On each sampling date, headspace gas was sampled twice: time-one (T1) and time-two (T2). For the first CO2 measurement, T1 CO2 readings were taken immediately after the water addition and T2 CO2 readings were taken after a period of 3 h. For the remained of the incubation, lids were remove and headspace gas was released prior to T1 readings. Jars were then re-capped and T1 CO2 readings were immediately collected. The T2 CO2 readings were then taken after a period of 3-5 h. The rate of C respired was calculated as the difference between T2 and T1 CO2 readings on each sampling date. The T2 CO2 readings were measured at 3, 49, 96, 145, 195, 241, 337, 407, 503, 577, 698, and 745 h over the course of 32-d for a total of 12 92 measurement days. Cumulative C respiration over the 32-d incubation was calculated using the average respiration rate between two sampling dates and applying it to the time elapsed between those measurements (Tiemann and Billings, 2011). Root sampling and processing Roots were sampled from soil cores collected in November 2015 and September 2016 using a 5-cm diameter stainless steel probe attached to a sliding hammer (Art's Manufacturing and Supply, Inc., American Falls, ID). Two samples were collected to a depth of 15-cm randomly within each plot, avoiding plant crowns. Composited samples were kept moist in plastic bags and stored at 4°C until processing. A ̶̶hydropneumatic ̶̶root ̶̶elutriation ̶̶washing ̶̶machine ̶̶(Gillison’s ̶̶Variety ̶̶Fabrication, ̶̶ Benzonia, MI) was used to wash roots from the soil cores (Smucker et al., 1982). The elutriation system separates all debris less dense than the mineral fraction of the soil, retaining 99.4% of roots > 0.05 mm (Pietola and Smucker, 2006). Composited sample were evenly split between four chamber tubes and washed onto a 500-µm sieve for 10 min to ensure a high recovery rate. Roots were then transferred onto a 250-µm sieve and gently washed with water (Thivierge et al., 2016). Roots and any corresponding debris were placed in a 1:5 methanol-water preservative solution and stored at 4°C. After the initial washing, roots were separated from remaining soil particles and organic debris by flotation and transferred onto a fine sieve (Bolinder et al., 2002). Washed samples were again placed in a 1:5 methanol-water preservative solution and stored at 4°C until analysis. 93 Root analyses For root analyses, washed samples were placed onto a 225 x 225-mm Plexiglas tray and floated in a 3-4 mm deep layer of water to help untangle roots (Costa et al., 2000). Roots were then separated with plastic forceps to minimize overlap and any remaining non-root debris was removed with tweezers. Roots were scanned (Epson Perfection V700) at 47.24 p mm -1 (1200 dpi) and stored as TIFF files. Actual scanning area was 90 x 90 mm at four non-overlapping sites on the tray to avoid extremely large files (Zobel et al., 2013). Image analysis of scanned roots was performed using WinRhizo software (Reg. ver. 2016a, Regent Instruments, Quebec City, Quebec, Canada), including total root length, total root surface area, total root volume, and average root diameter. Settings for WinRhizo were diameter interpolation, maximum diameter sensitivity, and a length/width ratio of 4:1 to distinguish root from non-root material, rejecting the latter from analysis (Zobel et al., 2007; Thivierge et al., 2016). After image analysis, all root samples were oven-dried at 55°C for 48 h to determine root dry weight. To produce a sample value, root parameters were summed across the four sub-images (Zobel et al., 2013), except for root diameter which was averaged across sub-images. Assuming random distribution of roots on the scanning tray, soil volume was divided by 0.64 (180 x 180 mm / 225 x 225 mm) to provide an estimate of root parameters per unit soil (Zobel et al., 2013). This was then used to determine: root length density (RLD, total root length divided by soil volume); root surface area density (RSAD, root surface area divided by soil volume); root volume density (RVD, root volume divided by soil volume); and root dry weight (total root weight divided by soil volume). Specific root length (SRL) was calculated as total root length divided by total root dry weight. 94 The image analysis system also categorized roots according to their diameter, with 100 diameter classes from 0.000 to 2.095 mm in 0.021 mm increments, equivalent to the pixel size of the scanning resolution (Zobel et al., 2013). Relative diameter class length (rDCL) was used to determine the distribution of root length among root diameter classes, calculated as sum of the root lengths within a diameter class divided by total root length (Zobel et al., 2007, 2013). WinRhizo produces artifacts at the selected scanning resolution which can cause issues with the interpretation of diameter class length results (Zobel, 2008). Therefore, a three cell traveling mean was used to smooth the data prior to analysis, as proposed by Zobel et al. (2013), without eliminating any patterns in the data. Statistics Results were analyzed as a randomized complete block design with a split-plot treatment arrangement. Tall fescue (TF) cultivars were randomly assigned to main plots and BFT cultivars to sub-plot. All data were analyzed in SAS (Version 9.3, SAS Institute, Inc., Cary, NC) using the MIXED procedure with BFT, TF, year, and block as fixed effects (Dixon, 2017). The block x TF interaction term was the scale-appropriate random effect to evaluate the effect of tall fescue cultivar, whereas the block x TF x BFT interaction was the scale-appropriate error term for the BFT and the TF x BFT interaction effects. The Kenward-Rogers method was used to calculate degrees of freedom. Year was considered a repeated measure and the appropriate covariance model (CS) was used. No year effect was used for soil C and N concentration because analyses were only conducted on samples collected in 2016. Linear contrasts were constructed to compare significant treatment means and adjusted using the simulation-based method (Edwards and Berry, 1987). Contrasts were grouped based on presumed differences in alkaloid toxicity among 95 tall fescue endophyte types and measured differences in CT content among BFT cultivars. Tall fescue contrasts included: (i) E+ (KY31) vs. E- (KY32 and Martin II), (ii) Novel (Martin II Protek) vs. E-, and (iii) E+ vs. novel. The BFT contrasts included: (iv) high-tannin (Oberhaunstädter) vs. all others, (v) high- vs. low-tannin (Bruce and Norcen), (vi) high- vs. medium-tannin (Pardee), and (vii) medium- vs. low-tannin. Linear contrasts for significant BFT x TF interactions included a combination of the seven main effect contrasts. Differences between years were analyzed using the PDIFF function of the LSMEANS command with the SIMULATE adjustment to compare least square means. Pearson correlation coefficients were calculated between morphological components, averaged by year, and all variables using the PROC CORR in SAS. Significance was declared at P < 0.10. RESULTS Morphological components Morphological components, including botanical composition and CT concentrations, were averaged across all grazing periods within each year to produce a sample value. The proportion of BFT and tall fescue in mixtures varied by year (P < 0.001), while CT concentration varied by year (P < 0.001) and BFT (P < 0.001) main effects. For the botanical components, the proportion of BFT in mixtures declined from 67.1% in 2015 to 46.0% in 2016 while the proportion of tall fescue in mixtures increased from 29.7% in 2015 to 47.7% in 2016 (Figure 3.1). Concentrations of CTs declined from 2015 to 2016 (Table 3.1). Mixtures with the hightannin BFT cultivar had a significantly greater CT concentration than mixtures with all other BFT cultivars, while mixtures with the medium-tannin BFT cultivar had greater CT 96 concentrations than mixtures with low-tannin BFT cultivars (Table 3.1); this was expected as it was the basis for the linear contrasts used in this study. Soil respiration Total soil C, total soil N, and soil C:N ratio were not influenced by BFT, TF, or BFT x TF interactions (P > 0.10). Therefore, soil respiration data is presented on a per unit soil basis rather than per unit soil organic C. Total soil C averaged 14.6 ± 0.95 g kg-1, total soil N averaged 2.8 ± 0.18 g kg-1, and C:N ratio averaged 5:1 across all BFT-tall fescue mixtures in 2016. Cumulative CO2 respiration over the 32-day incubation varied by year (P < 0.001, Table 3.2) and was greater in 2015 than 2016 (Figure 3.2). Total C respired was positively correlated to the proportion of BFT in mixtures and CT concentration over both years (Table 3.3). Cumulative C mineralization also varied by BFT (P < 0.10, Table 3.2), however lack of differences among CT groups in the contrasts indicates this was caused by a factor other than CT concentration (Table 3.4). Root morphology For root length density, there were BFT x TF (P < 0.05) and BFT x year (P < 0.10) interactions as well as TF (P < 0.05) and year (P < 0.10) main effects (Table 3.2). Among BFT cultivars, no differences in root length density were detected in 2015, while in 2016, mixtures with high-tannin BFT had smaller root length density than mixtures with all other cultivars, particularly compared to mixtures with low-tannin BFT cultivars (Table 3.5). Root length density for mixtures with high-tannin BFT was 8.93 cm cm-3, 2.34 cm cm-3 smaller than mixtures with low-tannin BFT cultivars at the end of the second grazing season. Averaged across all BFT-tall 97 fescue mixtures, root length density was smaller in 2015 compared to 2016 (Table 3.6). Among mixtures, root length density was 2.25 cm cm-3 smaller when the medium-tannin cultivar was grown in mixtures with novel endophyte-infected tall fescue than in mixtures with E- cultivars (Table 3.7). These findings are consistent with the positive correlation between root length density and the proportion of tall fescue in mixtures as well as the negative correlation to the proportion of BFT in mixtures and CT concentration over both years (Table 3.3). For specific root length, there were year (P < 0.001) and TF (P < 0.05) main effects (Table 3.2). Specific root length for mixtures with E+ tall fescue was 68.09 m g-1, 9.51 and 14.38 m g-1 greater than mixtures with E- cultivars or novel endophyte-infected tall fescue, respectively (Table 3.8). There was also a positive correlation between specific root length and the proportion of tall fescue in mixtures over both years (Table 3.3). Across all BFT-tall fescue mixtures, specific root length was greater at the end of the second grazing season than the first, averaging 41.03 and 78.45 m g-1 in 2015 and 2016, respectively (Table 3.6). There were no differences in average root diameter for BFT or TF main effects (P > 0.10), however there was a year (P < 0.001) main effect (Table 3.2). An overall larger root diameter was detected at the end of the first grazing season than the second, averaging 0.321 and 0.225 mm in 2015 and 2016, respectively (Table 3.6). Average root diameter was also positively correlated to the proportion of BFT in mixtures and CT concentration over both years (Table 3.3). No clear treatment effects among cultivars were detected for relative diameter class length within root diameter classes, however there was a clear pattern between years (Table 3.9). There was a larger peak in rDCL in 2016 compared to 2015, with > 75% of the root length expressed in the diameter classes < 0.233 mm in 2016 (Figure 3.3). In contrasts, < 55% of the 98 root length in 2015 was expressed in these root diameter classes, while > 75% of root length was expressed in diameter classes < 0.402 mm. For both years, > 95% of the total root length was expressed in diameter classes < 0.741 mm. There was a BFT x TF (P < 0.05) interaction for root surface area density as well as TF (P < 0.05) and year (P < 0.10) main effects (Table 3.2). Among BFT-tall fescue mixtures, root surface area density was greater when low-tannin BFT cultivars were grown in mixtures with novel endophyte-infected tall fescue than in mixtures E+ or E- cultivars (Table 3.7). There was also a negative correlation between root surface area density and CT concentration over both years (Table 3.3). Across all mixtures, root surface area density was greater in 2016, averaging 0.66 and 0.74 cm2 cm-3 in 2015 and 2016, respectively (Table 3.6). There was a BFT x TF (P < 0.05) interaction for root volume density as well as TF (P < 0.10) and year (P < 0.01) main effects (Table 3.2). Similar to root surface area density, root volume density was greater when low-tannin cultivars were grown in mixtures with novel endophyte-infected tall fescue than in mixtures with E+ or E- cultivars (Table 3.7). There was a negative correlation between root volume density and the proportion of tall fescue in mixtures over both years (Table 3.3). Root volume density was also greater in 2015 when less tall fescue was present compared to 2016 (Table 3.6). For root dry weight, there was a TF (P < 0.10) main effect (Table 3.2). Root dry weight ranged from 0.56 to 0.73 mg cm-3, however no differences were detected among endophyte groups in the contrasts (P > 0.10, Table 3.8). There were also no correlations between root dry weight and any of the morphological components (P > 0.10, Table 3.3). 99 DISCUSSION Before discussing specifics of the data, it is necessary to discuss the study design because it influences the interpretation of this data. This study was an add-on to an existing conventional forage breeding project in which BFT populations will be selected from the forage mixture where they will ultimately be used in. Therefore, all plots were mixtures of BFT and tall fescue with no individual species monocultures. Soil respiration The hypothesis of this study was high-tannin BFT in mixtures with E+ tall fescue would inhibit soil microbial activity more so than other BFT-tall fescue mixtures. Our results showed no differences in cumulative C mineralization over the 32-d incubation among BFT-tall fescue mixtures. However, large differences were observed between years, with greater total C respired in 2015 than in 2016. Cumulative C mineralization was positively correlated to the proportion of BFT in mixtures and CT concentration over both years, both of which were greater in 2015, suggesting the BFT fraction of mixtures may have enhanced microbial activity more so than tall fescue. It is also possible that greater CO2 respiration in 2015 could have been influences by elevated respiration from plowing in 2014 to prepare the plot site. Differences in the frequency and severity of grazing periods between the two years may have influenced differences detected for cumulative C mineralization over the 32-d incubation. Mixtures were subjected to fewer, less intense grazing periods in 2015 compared to 2016 (Table 2.1, Chapter 2). Therefore, a larger amount of plant material on the soil surface could have contributed to increased CO2-C evolved from the soil that was observed in 2015 (Robertson et al., 1995). 100 However, neither endophyte type or CT content influenced total soil C and N concentrations or cumulative C mineralization in our study. Previous work has shown endophyte infection can increase total soil organic C and N and reduce C mineralization in tall fescue pastures that ranged from 8 to 20 years old (Franzluebbers et al., 1999; Franzluebbers and Stuedemann, 2005). This is because the toxic alkaloids deposited in long-term pasture soil via plant litter, manure, and urine can reduce soil microbial activity, eventually leading to greater accumulation of soil organic C and N (Franzluebbers et al., 1999; Franzluebbers and Stuedemann, 2005). These studies were both conducted under long-term tall fescue monoculture. Therefore, the inhibitory action of the toxic endophyte may have been diluted in our study in BFT mixtures and more time may be needed to detect differences since C mineralization was measured from mixtures three and thirteen months after tall fescue was reseeded in 2015 and 2016, respectively. Others have similarly found no endophyte effect on soil C fraction after a relatively short-term (60 week) exposure to E+ and E- tall fescue (Franzluebbers, 2006). Future studies could incorporate tall fescue leaves into the soil to speed up this process since leaf tissue has high concentrations of C and alkaloids (Franzluebbers and Hill, 2005). While C mineralization over the 32-d incubation varied by BFT, this appeared to be driven by differences among cultivars rather than CT concentration. Bruce reduced C mineralization more so than other BFT cultivars, while Norcen, with a comparable CT concentration, did not. Therefore, we found no clear inhibitory action of CT on microbial activity. Other studies have shown varying responses of microbial activity to tannin amendments (Fierer et al., 2001; Kraus et al., 2004; Madritch et al. 2007). Tannin purified from different forest species have been reported to range from no effect to doubling the amount of total C respired (Kraus et al., 2004), while others have reported a negative effect of tannins on soil 101 respiration desipite a transient increase in soil respiration observed in laboratory studies (Madritch et al., 2007). In addition, Fierer et al. (2001) reported high molecular weight tannins reduced C and N mineralization through substrate binding (Fierer et al., 2001). Condensed tannins in BFT have a high molecular weight (McMahon et al., 2000), therefore we would expect high-tannin BFT to reduce microbial activity by binding substrate needed for microbial growth. The lack of CT effect observed in our study may be due to a dilution from tall fescue in mixtures. Birdsfoot trefoil roots need to turn over and release CTs into soil before respiration can be effected, therefore it is possible that BFT plants did not have enough time to release a substantial amount of CTs in the soil before tall fescue dominated mixtures. Future studies should incorporate tannins purified from BFT into the soil at different rates, as is often done in forest studies, to better understand how the CTs in BFT affect soil microbial activity in pasture soils. Once we understand the mechanism as to how CT concentration and endophyte type can independently mediate changes in microbial activity, purified tannin and tall fescue foliage should be combined to contribute to our understanding of how these two species interact to affect soil microbial activity in pasture soils. Root morphology Root length density is an important root trait for studying belowground dynamics because water and nutrient acquisition is largely influenced by root length (Eissenstat, 1992). Van Noordwijk (1983) reported that root length densities ranging from 1–5 cm cm-3 and 1–10 cm cm-3 can supply plants with adequate water and phosphorus, respectively. Based on these ranges, root length densities measured in our study were adequate for successful belowground water and nutrient uptake in all mixtures over both years. Values increased in 2016, with all mixtures 102 expressing root length densities > 10 cm cm -3, with the except of mixtures with high-tannin BFT. These values are within the range reported in long-term pastures (Greenwood and Hutchinson, 1998), suggesting root dynamics of 2016 were more comparable to permanent pastures. In 2016, the lower root length density detected for mixtures with high-tannin BFT may in part be due to less grass in mixtures with the high-tannin BFT cultivar; however, botanical differences among cultivars were not statistically significant. Alternatively, the high-tannin BFT cultivar had a greater numerical stand density in April 2016 compared to other BFT cultivars (Table 2.5, Chapter 2), suggesting more BFT and less tall fescue in mixtures. Root length density was also greater in 2016 when the proportion BFT in mixtures declined to < 50%. This root parameter was highly correlated to the proportion of tall fescue in mixtures over both years, suggesting greater root length density for tall fescue roots compared to BFT roots. Others have similarly reported forage grasses express greater root length density than legumes (Gould et al., 2016). The lower root length density detected in mixtures with medium-tannin BFT and novel endophyte-infected tall fescue suggests this combination would have the lowest competitive advantage compared to the other mixtures. Specific root length, the ratio of root length to root weight, is one of the most commonly used parameters used to determine root function because it can characterize the economic aspects of the root system (Ostonen et al., 2007). Plants with a high specific root length have relatively long, thin roots and are able to invest less biomass to produce root length and therefore may have an advantage in water and nutrient uptake over those with low specific root length in extreme environments (Eissenstat, 1992). Our results indicate that specific root length was greater for mixtures with E+ tall fescue than mixtures with other endophyte types, suggesting a finer root system which allows for more efficient resource acquisition. Others have similarly reported 103 greater specific root length for E+ compared to E- tall fescue (Malinowski and Belesky, 2000) and that species with greater specific root length tend to express greater aboveground biomass (Thivierge et al., 2016). This suggests a competitive advantage for E+ tall fescue compared to other endophyte types related to root morphology. Specific root length was also greater in 2016. Similar to root length density, this suggests tall fescue roots have greater specific root length than BFT roots, which is consistent with previous findings in that forage grasses tend to have a relatively greater specific root length compare to forage legumes (Gould et al., 2016; Yan et al., 2015). Additionally, specific root length and average root diameter have previously been reported to be highly correlated (Yan et al., 2015). In our study, average root diameter was greater in 2015, when the proportion of BFT in mixtures was > 65%, compared to 2016. This suggests tall fescue roots have a narrower diameter than BFT roots. Others have similarly reported forage legumes tend to have a wider root diameter than grasses (Yan et al., 2015), particularly BFT roots (Gould et al., 2016). Distribution of root length among various classes of root diameter also differed between years. While root length distribution of fine roots was measured for 100 class intervals up to 2.095 mm, distribution was only reported up to 35 class intervals, or 0.741 mm. This was because these class intervals encompassed 95% of the total root length for both years. Other work has similarly reported 90 to 95% of the root length in pastures is made up of roots < 0.6 mm in diameter (Zobel, 2005b). For wheat (Triticum aestivum L.) and oilseed crops, Liu et al. (2010) reported 85% of the root length was contributed by fine roots < 0.40 mm in diameter. Additionally, Zobel et al. (2006) reported almost 90% of the total root length in chicory (Cichorium intybus L.) was contributed to by thin roots in the 0.28 mm diameter class. 104 Therefore, it is essential to study fine roots of grass-legume mixtures, since they ̶̶make ̶̶up ̶̶the ̶̶ majority ̶̶of ̶̶the ̶̶total ̶̶root ̶̶length, ̶̶to ̶̶best ̶̶understand ̶̶root ̶̶function. ̶̶ In this study, increased root length in smaller diameter classes was detected from 2015 to 2016, with > 75% of the root length expressed in the diameter classes < 0.402 mm and < 0.233 mm in 2015 and 2016, respectively. This may be due to botanical changes to a higher proportion of tall fescue in 2016, which is consistent with the finer root system observed for tall fescue. However, an experiment evaluating root length distribution of tall fescue and BFT roots grown independently should be conducted to test this. Root surface area density and root volume density, an alternative measurement of root mass (Greenwood and Hutchinson, 1998), can also be used to explain root function. Both root surface area and root volume density were greater when low-tannin BFT cultivars were grown in mixtures with novel endophyte-infected tall fescue than in mixtures with E+ or E- cultivars, while no differences were detected among mixtures with other BFT cultivars. This suggests that if a low-tannin BFT cultivar is desired, novel endophyte-infected tall fescue would be the best endophyte type to use as a companion grass because greater root absorptive surface and volume would allow for superior water and nutrient absorption. Root surface area density and root volume density also varied by year. Root surface area density was greater in 2016, which was negatively correlated to CT concentration over both years. In contrast, root volume density was greater in 2015 and was positively correlated to the proportion of BFT in mixtures over both years. This suggests that tall fescue has a greater absorptive surface than BFT, particularly when grown in mixtures with low-tannin BFT cultivars, while BFT has a larger root volume than tall fescue. 105 Differences in the frequency and severity of grazing periods between the two years may have also influenced differences in root traits (Table 2.1, Chapter 2). Grazing has been show to increase root length, surface area, average diameter, and root volume compared to systems without grazing (Von Linsingen Piazzetta et al., 2014). Therefore, greater root length density, specific root length, and root surface area observed in 2016 could have additionally been stimulated by the more frequent and intense grazing periods in 2016 compared to those in 2015. While root weight tends to decline with an increase in grazing intensity (Schuster, 1964), no differences in root weight were detected between years. In addition, no differences in root weight were detected relating to endophyte type contrary to our expectation that E+ tall fescue would have greater root dry weight than E- cultivars (Franzluebbers, 2006). More time may be needed in order for plants to fully develop their root system before differences in root weight can be detected. CONCLUSIONS This study provides preliminary insight as to how BFT-tall fescue mixtures varying in CT concentrations and endophyte type interact to affect belowground processes. Botanical changes over time had a large influence on soil CO2 respiration and various root traits, more so than did the secondary compounds. Cumulative C mineralization was greater when a larger proportion of BFT was present in mixtures. When a larger proportion of tall fescue was present in mixtures, root length density, specific root length, and root surface area density were greater, while average root diameter was narrower. These findings suggest the long, thin roots of tall fescue enables more efficient water and nutrient uptake compared to uptake by BFT roots. This competitive advantage may in part explain the decline in the BFT proportion of BFT-tall fescue 106 mixtures observed between years. Increased grazing intensity during the second grazing seasons also likely contributed to differences in belowground dynamics. Further work is needed to characterize the root systems of BFT and tall fescue grown in monocultures to better understand how CT concentration and endophyte type might independently influence belowground dynamics which will then allow us to determine how such processes change when the two species are grown in mixtures. 107 APPENDIX 108 APPENDIX CHAPTER 3 TABLES AND FIGURES Table 3.1. Condensed tannin (CT) concentrations of birdsfoot trefoil (BFT)-tall fescue mixtures averaged over two years (2015-2016) in Lansing, MI. Cultivar CT -1 DM-------g kg Birdsfoot trefoil Oberhaunstädter 20.0 Pardee 11.8 Bruce 9.4 Norcen 9.4 SE† 0.55 Contrasts‡ High-tannin1 vs. all others2 9.82*** 3 High- vs. low-tannin 10.62*** High- vs. medium-tannin4 8.22*** Medium- vs. low-tannin 2.40*** Year 2015 15.1a§ 2016 10.2b SE 0.49 ***Significance at the 0.001 probability level. †Standard error of the least square means. ‡Linear contrasts based on BFT condensed tannin concentration. Values indicate numeric differences between contrast groups. §a-b: values followed by different lowercase letters differ by the PDIFF option in the LSMEANS statement (P < 0.10) (SAS Institute, Cary, NC). 1Oberhaunstädter. 2Pardee, Bruce and Norcen. 3Bruce and Norcen. 4 Pardee. 109 Table 3.2. Analysis of variance for soil respiration and root traits of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures in 2015 and 2016 in Lansing, MI. Soil respiration Root traits‡ Source 32-d CO2-C RLD SRL Average root diameter RSAD RVD Root dry weight ns§ ns ns ns ns ns ns Block ns * * ns * † † TF † ns ns ns ns ns ns BFT ns * ns ns * * ns BFT x TF *** † *** *** † ** ns Year ns ns ns ns ns ns ns TF x Year ns † ns ns ns ns ns BFT x Year ns ns ns ns ns ns ns BFT x TF x Year *Significant at the 0.05 probability level. **Significant at the 0.01 probability level. ***Significant at the 0.001 probability level. †Significance at the 0.10 probability level. ‡RLD, root length density; SRL, specific root length; RSAD, root surface area density; RVD, root volume density. §ns, nonsignificant. 110 Table 3.3. Pearson correlation coefficients between morphological components and all variables for birdsfoot trefoil-tall fescue mixtures. Soil respiration Root traits§ Average root Root dry Morphological components‡ 32-d CO2-C RLD SRL diameter RSAD RVD weight 0.23† -0.58*** -0.54*** 0.68*** -0.19 0.31* 0.12 Birdsfoot trefoil proportion -0.18 0.53*** 0.50*** -0.63*** 0.17 -0.30* Tall fescue proportion 0.29* -0.53*** -0.34** 0.39** -0.31* 0.05 Condensed tannin concentration *Significant at the 0.05 probability level. **Significant at the 0.01 probability level. ***Significant at the 0.001 probability level. †Significant ̶̶at ̶̶the ̶̶0.10 ̶̶probability ̶̶level. ‡Averaged across all grazing periods within each year to obtain sample value. §RLD, root length density; SRL, specific root length; RSAD, root surface area density; RVD, root volume density. 111 -0.12 -0.06 Table 3.4. Cumulative CO2 respiration over the 32-d incubation for birdsfoot trefoil (BFT)-tall fescue mixtures averaged over two years (2015-2016) in Lansing, MI. Cultivar 32-d CO2-C Birdsfoot trefoil ----mg kg-1 soil---Oberhaunstädter 599 Pardee 584 Bruce 503 Norcen 584 SE† 27.5 Contrasts‡ High-tannin1 vs. all others2 42 3 High- vs. low-tannin 56 4 High- vs. medium-tannin 15 Medium- vs. low-tannin 40 †Standard error of the least square means. ‡Linear contrasts based on BFT condensed tannin concentration. Values indicate numeric differences between contrast groups. 1Oberhaunstädter. 2Pardee, Bruce and Norcen. 3Bruce and Norcen. 4Pardee. 112 Table 3.5. Root length density of birdsfoot trefoil (BFT)-tall fescue mixtures in 2015 and 2016 in Lansing, MI. Cultivar Root length density ------cm cm-3 soil-----Birdsfoot trefoil 2015 2016 Oberhaunstädter 6.74 8.93 Pardee 6.62 10.7 Bruce 6.15 11.46 Norcen 6.66 11.07 SE† 0.535 0.535 Contrasts‡ High-tannin1 vs. all others2 0.26 -2.15** High- vs. low-tannin3 0.33 -2.34** High- vs. medium-tannin4 0.11 -1.77 Medium- vs. low-tannin 0.22 -0.56 **Significance at the 0.01 probability level. †Standard error of the least square means. ‡Linear contrasts based on BFT condensed tannin concentration. Values indicate numeric differences between contrast groups. 1Oberhaunstädter. 2Pardee, Bruce and Norcen. 3Bruce and Norcen. 4Pardee. 113 Table 3.6. Root traits averaged across all birdsfoot trefoil-tall fescue mixtures in 2015 and 2016 in Lansing, MI. Year Root traits† Units 2015 2016 SE‡ -3 RLD cm cm soil 6.64b§ 10.54a 0.291 SRL m g-1 root dry weight 41.03b 78.45a 2.103 Average diameter mm 0.321a 0.225b 0.0052 2 -3 RSAD cm cm soil 0.66b 0.74a 0.023 3 -3 RVD cm cm soil 0.005a 0.004b 0.0002 Root dry weight mg cm-3 soil 0.71a 0.57a 0.057 †RLD, ̶̶root ̶̶length ̶̶density; ̶̶SRL, specific root length; RSAD, root surface area density; RVD, root volume density. ‡Standard error of the least square means. §a-b: values within rows followed by different lowercase letters differ by the PDIFF option in the LSMEANS statement (P < 0.10) (SAS Institute, Cary, NC). 114 Table 3.7. Root traits of birdsfoot trefoil (BFT)-tall fescue (TF) mixtures averaged over two years (2015-2016) in Lansing, MI. Cultivar Birdsfoot trefoil-tall fescue KY31 KY32 Martin II Protek Martin II SE‡ Contrasts§ E+4 vs. E-5 Novel6 vs. EE+ vs. novel Oberhaunstädter Pardee Bruce Norcen -3 Root length density (cm cm soil) 7.14 9.35 9.14 8.39 7.95 7.86 7.88 7.85 7.19 6.93 8.50 10.58 9.04 10.51 9.69 8.64 0.647 0.647 0.647 0.647 High-tannin1 Medium-tannin2 Low-tannin3 -1.36 0.16 0.25 -1.31 -2.25† 1.03 -0.05 2.42 -0.77 2 -3 Root surface area density (cm cm soil) KY31 0.58 0.77 0.71 0.65 KY32 0.67 0.63 0.66 0.61 Martin II Protek 0.60 0.58 0.73 0.97 Martin II 0.73 0.85 0.79 0.73 SE 0.057 0.057 0.057 0.057 Contrasts High-tannin Medium-tannin Low-tannin E+ vs. E-0.13 0.04 -0.02 Novel vs. E-0.10 -0.16 0.15† E+ vs. novel -0.02 0.20 -0.16† Root volume density (cm3 cm-3 soil) KY31 0.004 0.005 0.004 0.005 KY32 0.005 0.004 0.004 0.006 Martin II Protek 0.005 0.005 0.005 0.005 Martin II 0.004 0.004 0.008 0.005 SE 0.0006 0.0006 0.0006 0.0006 Contrasts High-tannin Medium-tannin Low-tannin E+ vs. E-0.001 0.001 -0.000 Novel vs. E-0.001 -0.001 0.002* E+ vs. novel -0.000 0.001 -0.002* *Significance at the 0.05 probability level †Significance ̶̶at ̶̶the ̶̶0.10 ̶̶probability ̶̶level. ‡Standard error of the least square means. §Linear contrasts based on BFT condensed tannin concentration and TF endophyte type. Values indicate numeric differences between contrast groups. 1Oberhaunstädter. 2Pardee. 3Bruce and Norcen. 4E+, endophyte-infected (KY31). 5E-, endophyte-free (KY32 and Martin II). 6Novel endophyte-infected (Martin II Protek). 115 Table 3.8. Specific root length and root dry weight for birdsfoot trefoil-tall fescue (TF) mixtures averaged over two years (2015 and 2016) in Lansing, MI. Cultivar Specific root length Root dry weight Tall fescue ---m g-1 root dry weight-----mg cm-3 soil--KY31 68.09 0.56 KY32 61.51 0.57 Martin II Protek 53.71 0.70 Martin II 55.66 0.73 SE‡ 3.359 0.062 Contrasts§ E+1 vs. E-2 9.51† -0.09 Novel3 vs. E-4.87 0.05 E+ vs. novel 14.38* -0.14 *Significant at the 0.05 probability level. †Significant ̶̶at ̶̶the ̶̶0.10 ̶̶probability ̶̶level. ‡Standard error of the least square means. §Linear contrasts based on TF endophyte type. Values indicate numeric differences between contrast groups. 1E+, endophyte-infected (KY31). 2E-, endophyte-free (KY32 and Martin II). 3Novel endophyte-infected (Martin II Protek). 116 Table 3.9. Analysis of variance for relative diameter class length across 35 diameter classes for birdsfoot trefoil (BFT)-tall fescue (TF) mixtures in 2015 and 2016 in Lansing, MI. Diameter class (mm) Source 0.032 0.042 0.064 0.085 0.106 0.127 0.148 0.169 0.191 0.212 0.232 0.254 Block ns‡ ns ns ns ns ns ns ns ns ns ns ns TF ns ns ns ns ns ns ns ns ns ns ns ns BFT ns ns ns ns ns ns ns ns ns ns ns * BFT x TF * * ns ns ns ns ns ns ns ns ns ns Year ns ns ns † *** *** * *** † *** ns *** TF x Year ns ns ns ns ns ns ns ns ns ns ns ns BFT x Year ns ns ns ns ns ns ns ns ns ns ns ns BFT x TF x Year ns ns ns ns ns ns ns ns ns ns ns ns 0.275 0.296 0.318 0.339 0.36 0.381 0.402 0.423 0.445 0.466 0.487 0.508 Block ns ns ns ns ns ns ns ns ns ns ns ns TF ns ns ns ns ns ns ns ns ns ns ns ns BFT * * † ns ns ns ns ns ns ns ns ns BFT x TF ns ns ns ns ns ns ns ns ns ns ns ns Year *** *** *** *** *** *** *** *** *** *** *** † TF x Year ns ns ns ns ns ns ns ns ns ns ns ns BFT x Year ns ns ns ns ns ns ns ns ns ns ns ns BFT x TF x Year ns ns ns ns ns ns ns ns ns ns ns ns 0.529 0.55 0.572 0.593 0.614 0.635 0.656 0.677 0.699 0.72 0.741 Block ns ns ns ns ns ns ns ns ns ns ns TF ns ns ns ns ns ns ns ns ns ns ns BFT ns ns ns ns ns † † * * ** * BFT x TF ns ns ns ns ns ns ns ns ns ns ns Year † † † † † * * *** *** *** * TF x Year ns ns ns ns ns ns ns ns ns ns ns BFT x Year ns ns ns ns ns ns ns ns ns ns ns BFT x TF x Year ns ns ns ns ns ns ns ns ns ns ns *Significant at the 0.05 (*), 0.01 (**), and 0.001 (***) probability level. †Significant ̶̶at ̶̶the ̶̶0.10 ̶̶probability ̶̶level. ‡ns, nonsignificant 117 80 Birdsfoot trefoil a Tall fescue Percentage of forage dry matter 70 60 a b 50 40 b 30 20 10 0 2015 2016 Figure 3.1. Botanical composition (% of dry matter) of birdsfoot trefoil-tall fescue mixtures in 2015 and 2016 in Lansing, MI (least square means ± SE). Values within each species with different lowercase letters differ by the PDIFF option in the LSMEANS statement (P < 0.10) (SAS Institute, Cary, NC) (SAS Institute, Cary, NC). 118 640 32-d CO2-C (mg CO2-C kg-1 soil) a 600 b 560 520 480 440 2015 2016 Figure 3.2. Cumulative C mineralization over the 32-d incubation of birdsfoot trefoil-tall fescue mixtures in 2015 and 2016 in Lansing, MI (least square means ± SE). Values with different lowercase letters differ by the PDIFF option in the LSMEANS statement (P < 0.10) (SAS Institute, Cary, NC). 119 0.16 2015 2016 a 0.14 a a 0.10 a b a 0.08 b a a b b a b a b a b a b a b a a b b a b ab 0.741 b 0.720 a b 0.699 a b 0.677 a b 0.656 a 0.635 b 0.614 a 0.593 b 0.572 b a 0.550 b a 0.529 b a 0.508 b a 0.487 b a 0.466 b a 0.445 b a 0.423 0.275 a 0.402 a 0.381 b a 0.254 0.233 0.212 0.191 0.169 0.148 0.127 0.106 0.085 0.00 aa a a 0.064 0.02 a b 0.032 a b 0.360 a a 0.339 0.04 b 0.318 b 0.296 0.06 0.042 Relative diameter class length 0.12 Diameter class (mm) Figure 3.3. Relative diameter class length (rDCL) distribution across 35 diameter classes as a proportion of total root length of birdsfoot trefoil-tall fescue mixtures in 2015 and 2016 in Lansing, MI (least square means ± SE). 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